401(k) · DOL Form 5500 · 2024
Jewish Federation of Southern New Jersey 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $35,406
- Avg per participant Low balance/head
Official DOL plan name: Jewish Federation of Southern New Jersey 401(k) Plan · Sponsored by Jewish Federation of Southern New Jersey · New Jersey · Other Services
$8M in assets, 220 participants
Jewish Federation of Southern New Jersey's Jewish Federation of Southern New Jersey 401(k) Plan reported $8M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,456 in Other Services (7,719 peers)
Coverage in New Jersey
Jewish Federation of Southern New Jersey 401(k) Plan covers 220 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.
- #5,456
- in Other Services (7,719 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jewish Federation of Southern New Jersey 401(k) Plan's mid-pack asset rank among Other Services and all filers
Jewish Federation of Southern New Jersey 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,789,363 Top 50% higher than 50% 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 Federation of Southern New Jersey 401(k) 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 Federation of Southern New Jersey 401(k) Plan sits mid-pack in the medium band (220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jewish Federation of Southern New Jersey 401(k) Plan reported net income fell from $259K in the plan year 2023 filing to -$132K in the plan year 2024 filing.
- Jewish Federation of Southern New Jersey 401(k) Plan reported participants fell from 380 in the plan year 2023 filing to 220 in the plan year 2024 filing.
- Jewish Federation of Southern New Jersey 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 210634489 · Jewish Federation of Southern New Jersey PY 2024 · 401(k)
Jewish Federation of Southern New Jersey 401(k) Plan · $8M · 220 · 50th
- 5500 $8M
- ASSETS 220
- PCT 50th
- EIN 401(k)
- RANK near Tribar Manufacturing, LLC 401(k) Plan
- PHOTO ind #5456
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 New Jersey →
Jewish Federation of Southern New Jersey 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$132K |
| Employer EIN | 210634489 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Federation of Southern New Jersey)
Sponsor-wide plan assets over time
All Jewish Federation of Southern New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 36.28285059112949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,483 | $15M |
| 2023 | 2 | 1,672 | $18M |
| 2024 | 2 | 1,727 | $20M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Jewish Federation of Southern New Jersey 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Tribar Manufacturing, LLC 401(k) Plan in MI ($8M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Palomar Holdings, Inc. 401(k) Plan (CA) 220 · 0 off
- Stodge Inc 401(k) Plan (AZ) 220 · 0 off
- Onegoal Retirement Trust (IL) 220 · 0 off
- Abnb Federal Credit Union 401(k) Plan & Trust (VA) 220 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.