Plan Ledger DOL Form 5500 · updated monthly

Jewish Association for ResidenProfit-sharing plan

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jewish Association for Residen reported $2,614 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,469 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 0.04% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,444th of 3,644), and 2,255th of 3,341 in other services. active participation has shrunk from 173 to 153 since 2022.

Plan summary
Net assets, end of year$5,253,248
Participants with balances226
Active participants153
Employer contributions$224,750
Employee contributions$0
Employer contribution per active participant$1,469
Average account balance$23,244
Benefits paid to participants$360,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 226 accts · $225K emplr
2023$4.8M · 254 accts · $249K emplr
2022$4.1M · 240 accts · $294K emplr
Employer contributions to the Jewish Association for Residen plan · 2024
Employer contribution per active participant$1,469
Median for plans this size$1,313
2024$1,469 per active participant
2023$1,270 per active participant
2022$1,697 per active participant

Jewish Association for Residen's 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,737

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$2,614 · 0.05%
2023$1,916 · 0.04%
2022$1,748 · 0.04%
Similar plansOther Services · Florida
Jimco Maintenance Inc. FL$5.4M · 0.98%
Quiet Professionals LLC FL$5.3M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651131701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.