Plan Ledger DOL Form 5500 · updated monthly

Hadassah, the Womens Zionist Organization of America, Inc.403(b)

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 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

Hadassah, the Womens Zionist Organization of America, Inc. reported $7,586 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,277 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 0.06% 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 1,742nd-largest of 5,648 plans among New York employers on file, and the 604th of 3,341 in other services. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 201 to 234 since 2022.

Plan summary
Net assets, end of year$35,923,714
Participants with balances294
Active participants234
Employer contributions$766,774
Employee contributions$1,855,575
Employer contribution per active participant$3,277
Average account balance$122,190
Benefits paid to participants$1,910,097
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.9M · 294 accts · $767K emplr
2023$30.4M · 298 accts · $618K emplr
2022$24.3M · 280 accts · $578K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,586
Total administrative$7,586
Employer contributions to the Hadassah, the Womens Zionist Organization of America, Inc. plan · 2024
Employer contribution per active participant$3,277
Median for plans this size$2,416
2024$3,277 per active participant
2023$2,685 per active participant
2022$2,875 per active participant

Hadassah, the Womens Zionist Organization of America, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$7,586
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$7,586 · 0.02%
2023$7,581 · 0.03%
2022$15,833 · 0.06%
All plans at this employer2
HADASSAH RETIREMENT PLANMoney purchase plan
HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 131656651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.