Plan Ledger DOL Form 5500 · updated monthly

Jewish Association on Aging and Affiliated ProgramsDC plan

403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS · PITTSBURGH, PA · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Jewish Association on Aging and Affiliated Programs reported $339 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $446 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 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,432nd of 3,651), and 6,139th of 11,911 in health care & social assistance. In 2022, employees put in $3.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,760,168
Participants with balances141
Active participants171
Employer contributions$76,223
Employee contributions$276,751
Employer contribution per active participant$446
Average account balance$62,129
Benefits paid to participants$2,118,106
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 114 accts · $61K emplr
2023$8.3M · 128 accts · $67K emplr
2022$8.8M · 141 accts · $76K emplr
Employer contributions to the Jewish Association on Aging and Affiliated Programs plan · 2022
Employer contribution per active participant$446
Median for plans this size$1,114
2024$1,052 per active participant
2023$437 per active participant
2022$446 per active participant

Jewish Association on Aging and Affiliated Programs's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

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$1,234 · 0.01%
2023$702 · 0.01%
2022$339 · 0.00%
All plans at this employer2
403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMSDefined-contribution plan
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMSDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Moravian Manor, Inc. PA$8.9M · 0.74%
Empower Workplace Corp. PA$8.7M · 0.34%
Catch, Inc. PA$8.7M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251720606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.