Plan Ledger DOL Form 5500 · updated monthly

Jewish Federation of Greater Long Beach West Orange County403(b)

403(B) THRIFT PLAN OF JEWISH FEDERATION OF GREATER LONG BEACH & WEST ORANGE COUNTY · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Jewish Federation of Greater Long Beach West Orange County reported $1,327 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $281 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 0.031% to 0.029%. 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 California (7,055th of 9,483), and 2,318th of 3,341 in other services. In 2024, employees put in $3.29 for every $1.00 the employer contributed; active participation has grown from 132 to 156 since 2022.

Plan summary
Net assets, end of year$4,845,070
Participants with balances184
Active participants156
Employer contributions$43,791
Employee contributions$144,014
Employer contribution per active participant$281
Average account balance$26,332
Benefits paid to participants$180,363
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 184 accts · $44K emplr
2023$4.2M · 170 accts · $87K emplr
2022$3.9M · 166 accts · $130K emplr
Employer contributions to the Jewish Federation of Greater Long Beach West Orange County plan · 2024
Employer contribution per active participant$281
Median for plans this size$1,313
2024$281 per active participant
2023$572 per active participant
2022$983 per active participant

Jewish Federation of Greater Long Beach West Orange County's 2024 employer contribution ran below the $1,313 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$1,960

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$1,327 · 0.03%
2023$550 · 0.01%
2022$886 · 0.03%
Similar plansOther Services · California
Israeli-American Council CA$4.8M · 0.78%
All Star Glass, Inc. CA$4.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951647830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.