Employer · plans filed under one EIN
Jewish Adoption & Foster Care Optio S
Sunrise, FL · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Jewish Adoption & Foster Care Optio S, based in Sunrise, Florida, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 412 participant records and $12.1M in net assets.
The largest is Jewish Adoption & Foster Care Options 403(b) Retirement Plan, a 401(k) plan with 254 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $175K and participant contributions $907K in the latest plan years; benefits paid were $1.2M. Schedule C compensation reported to service provider organisations totalled $85K.
Combined net assets moved from $3.6M in 2016 to $6.3M in 2025 (up 76%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Jewish Adoption & Foster Care Options 403(b) Retirement Plan | 401(k) plan | 2025 | 254 | $6.3M | $24,645 | $604 | $46K |
| Jewish Adoption & Foster Care Options 403(b) Retirement Plan | 401(k) plan | 2024 | 158 | $5.8M | $36,912 | $487 | $39K |
| US median, plan year 2024: DC plans $53,089 per participant, $2,174 employer contribution per active participant; DB plans $86,073 and $10,170. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 1 | 254 | $6.3M | $123K | $476K |
| 2024 | 2 | 316 | $11.7M | $104K | $862K |
| 2023 | 2 | 252 | $9.9M | $116K | $826K |
| 2022 | 2 | 462 | $7.8M | $104K | $814K |
| 2021 | 2 | 452 | $8.9M | $102K | $748K |
| 2020 | 2 | 530 | $7.2M | $0 | $668K |
| 2019 | 2 | 586 | $5.8M | $88K | $644K |
| 2018 | 2 | 536 | $4.3M | $78K | $552K |
| 2017 | 2 | 404 | $4.0M | $68K | $416K |
| 2016 | 2 | 328 | $3.6M | $58K | $376K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Buckman Advisory Group LLC | Investment management | 2 | $49,663 |
| Nationwide Retirement Plans | Investment management | 2 | $18,382 |
| Nationwide | Investment management | 1 | $17,192 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Jewish Adoption & Foster Care Optio S have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Jewish Adoption & Foster Care Options 403(b) Retirement Plan and Jewish Adoption & Foster Care Options 403(b) Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Jewish Adoption & Foster Care Optio S contribute to its plans?
$174,726 in employer contributions across these plans in their latest plan years, about $564 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Buckman Advisory Group LLC, Nationwide Retirement Plans and Nationwide. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Sep 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Sep 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.