Other · DOL Form 5500 · 2024
Harry and Rose Samson Family J Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 614
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $11,533
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. · Sponsored by Harry and Rose Samson Family J · Wisconsin · Other Services
$7M in assets, 614 participants
Harry and Rose Samson Family J's 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported $7M in total assets and 614 participants in its 2024 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,322 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. ranks #5,322 of 7,719 2024 filers by assets (283% of the sector average)-$7M for 614 participants.
- #5,322
- in Other Services (7,719 peers)
- +18.2%
- assets growth YoY
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,081,321 48th percentile higher than 48% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. sits mid-pack in the medium band (614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported participants rose from 161 in the plan year 2023 filing to 614 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390806234 · Harry and Rose Samson Family J PY 2024 · Other
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. · $7M · 614 · 48th
- SCH $7M
- EBSA 614
- PART 48th
- TYPE Other
- NET near The Centers for Habilitation 403(b) Plan
- BOOK ind #5322
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Wisconsin →
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 390806234 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harry and Rose Samson Family J)
Sponsor-wide plan assets over time
All Harry and Rose Samson Family J plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 42.31817170539122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $5M |
| 2023 | 1 | 161 | $6M |
| 2024 | 1 | 614 | $7M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.'s out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is The Centers for Habilitation 403(b) Plan in AZ ($7M); by covered participants it is Episcopal Retirement Services Staff Retirement Plan in OH (614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Centers for Habilitation 403(b) Plan (AZ) $7M · 406
- 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated (AZ) $7M · 459
- Central Christian College 403(b) DC Plan (KS) $7M · 114
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis (MN) $7M · 124
Similar participant headcount
Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.