401(k) · DOL Form 5500 · 2024
Jewish Family Service of San Diego 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 717
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $35,501
- Avg per participant Low balance/head
Official DOL plan name: Jewish Family Service of San Diego Flexible Contribution Retirement Plan · Sponsored by Jewish Family Service of San Diego · California · Healthcare & Social Assistance
$25M in assets, 717 participants
Jewish Family Service of San Diego's Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported $25M in total assets and 717 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,279 in Healthcare & Social Assistance (16,916 peers)
Where Jewish Family Service of San Diego Flexible Contribution Retirement Plan sits by assets
Jewish Family Service of San Diego Flexible Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 717 participants (~$35,501/participant), up 23.2% in 2024.
- #13,279
- in Healthcare & Social Assistance (16,916 peers)
- +23.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jewish Family Service of San Diego Flexible Contribution Retirement Plan's outsized position by total assets
Jewish Family Service of San Diego Flexible Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,454,542 Top 25% higher than 75% 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
Jewish Family Service of San Diego Flexible Contribution Retirement Plan 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. Jewish Family Service of San Diego Flexible Contribution Retirement Plan sits mid-pack in the medium band (717 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jewish Family Service of San Diego Flexible Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported participants rose from 693 in the plan year 2023 filing to 717 in the plan year 2024 filing.
DOL schedule card
Filing strip 951644024 · Jewish Family Service of San Diego PY 2024 · 401(k)
Jewish Family Service of San Diego Flexible Contribution Retirement Plan · $25M · 717 · 75th
- EOY $25M
- 5500 717
- ASSETS 75th
- PCT 401(k)
- EIN near Verbit Group Retirement Savings Plan
- RANK ind #13279
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Jewish Family Service of San Diego Flexible Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 951644024 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Family Service of San Diego)
Sponsor-wide plan assets over time
All Jewish Family Service of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 58.87121825241262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 554 | $16M |
| 2023 | 1 | 693 | $21M |
| 2024 | 1 | 717 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Jewish Family Service of San Diego Flexible Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Verbit Group Retirement Savings Plan in CO ($25M); by covered participants it is Regal Marine 401(k) Retirement Plan in FL (717 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (717 participants); asset peers above are excluded.
- Regal Marine 401(k) Retirement Plan (FL) 717 · 0 off
- Capform, Inc. 401(k) Retirement Plan (TX) 717 · 0 off
- Pine Manor, Inc. 401(k) Plan (IN) 717 · 0 off
- Northland Dealers Investment Group, Inc. 401(k) Retirement Plan (MN) 717 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.