Plan Ledger DOL Form 5500 · updated monthly

American Jewish World Service, Inc.403(b)

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

American Jewish World Service, Inc. reported $4,095 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,501 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.52% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,476th-largest of 5,648 plans among New York employers on file, and the 1,025th of 3,341 in other services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has shrunk from 88 to 71 since 2022.

Plan summary
Net assets, end of year$20,832,095
Participants with balances222
Active participants71
Employer contributions$390,569
Employee contributions$856,656
Employer contribution per active participant$5,501
Average account balance$93,838
Benefits paid to participants$1,084,436
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 222 accts · $391K emplr
2023$18.2M · 226 accts · $427K emplr
2022$15.0M · 226 accts · $406K emplr
Administrative expenses, itemized · 2024
Investment management$4,095
Total administrative$4,095
Employer contributions to the American Jewish World Service, Inc. plan · 2024
Employer contribution per active participant$5,501
Median for plans this size$2,416
2024$5,501 per active participant
2023$5,275 per active participant
2022$4,611 per active participant

American Jewish World Service, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$4,095 · 0.02%
2023$93,141 · 0.56%
2022$87,572 · 0.52%
Similar plansOther Services · New York
Genserve Inc. NY$21.4M · 0.03%
Neo Philanthropy, Inc. NY$21.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222584370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.