Plan Ledger DOL Form 5500 · updated monthly

Jewish Family Home Care, Inc.DC plan

403(B) THRIFT PLAN OF JEWISH FAMILY HOME CARE, INC. · DAVIE, FL · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Jewish Family Home Care, Inc. reported $1,265 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $65 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 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,258th of 3,644), and 10,530th of 11,911 in health care & social assistance. In 2023, employees put in $7.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,420,523
Participants with balances126
Active participants509
Employer contributions$33,303
Employee contributions$237,864
Employer contribution per active participant$65
Average account balance$11,274
Benefits paid to participants$132,940
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 153 accts · $34K emplr
2023$1.4M · 126 accts · $33K emplr
2022$1.1M · 117 accts · $38K emplr
Employer contributions to the Jewish Family Home Care, Inc. plan · 2023
Employer contribution per active participant$65
Median for plans this size$1,308
2024$56 per active participant
2023$65 per active participant
2022$78 per active participant

Jewish Family Home Care, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,265

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$933 · 0.07%
2023$1,265 · 0.10%
2022$378 · 0.04%
Similar plansHealth Care & Social Assistance · Florida
Meleeo LLC FL$1.5M · 1.33%
Mease Life, Inc. FL$1.5M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473467060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.