Plan Ledger DOL Form 5500 · updated monthly

Combined Jewish Philanthropies of Greater Boston, Inc.403(b)

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.44%

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

Combined Jewish Philanthropies of Greater Boston, Inc. reported $151,684 in plan administrative expenses for 2025: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,336 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 3 years on file its reported administrative ratio rose from 0.32% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 877th-largest of 2,726 plans among Massachusetts employers on file, and the 594th of 3,341 in other services. In 2025, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,779,077
Participants with balances273
Active participants155
Employer contributions$672,009
Employee contributions$1,588,422
Employer contribution per active participant$4,336
Average account balance$134,722
Benefits paid to participants$2,397,544
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$36.8M · 273 accts · $672K emplr
2024$31.9M · 269 accts · $600K emplr
2023$29.1M · 270 accts · $614K emplr
2022$24.5M · 267 accts · $595K emplr
Employer contributions to the Combined Jewish Philanthropies of Greater Boston, Inc. plan · 2025
Employer contribution per active participant$4,336
Median for plans this size$2,666
2025$4,336 per active participant
2024$4,056 per active participant
2023$4,068 per active participant
2022$3,788 per active participant

Combined Jewish Philanthropies of Greater Boston, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
RPW SOLUTIONS, LLC. · Contract administrator$44,489
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,988

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$151,684 · 0.44%
2024$84,203 · 0.28%
2023$83,648 · 0.31%
2022$85,965 · 0.32%
Same employer
Similar plansOther Services · Massachusetts
Henley Enterprises, Inc. MA$53.8M · 0.41%
Aura Sub, LLC MA$48.7M · 0.29%
Boston Foundation, Inc. MA$34.8M · 0.02%
Aura Sub, LLC MA$31.7M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042103559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.