Plan Ledger DOL Form 5500 · updated monthly

Evelyn Rubenstein Jewish Commu401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON, TEXAS · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Evelyn Rubenstein Jewish Commu reported $4,045 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $752 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 rose from 0.032% to 0.034%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,678th-largest of 5,688 plans among Texas employers on file, and the 4,947th of 11,911 in health care & social assistance. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has shrunk from 339 to 229 since 2022.

Plan summary
Net assets, end of year$12,833,851
Participants with balances394
Active participants229
Employer contributions$172,292
Employee contributions$303,963
Employer contribution per active participant$752
Average account balance$32,573
Benefits paid to participants$517,473
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 394 accts · $172K emplr
2023$11.1M · 337 accts · $138K emplr
2022$9.0M · 399 accts · $122K emplr
The Evelyn Rubenstein Jewish Commu 401(k) match · 2024
Employer contribution per active participant$752
Median for plans this size$2,416
2024$752 per active participant
2023$688 per active participant
2022$359 per active participant

Evelyn Rubenstein Jewish Commu's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$5,908

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,045 · 0.03%
2023$2,105 · 0.02%
2022$3,151 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Hospice of East Texas TX$13.1M · 0.84%
Austin Retina Associates TX$13.0M · 0.65%
Ppg Health, PA TX$12.8M · 0.66%
Child, Inc. TX$12.7M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741198298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.