Plan Ledger DOL Form 5500 · updated monthly

Jewish Foundation for Group Homes, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FOUNDATION FOR GROUP HOMES, INC. · ROCKVILLE, MD · 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 Foundation for Group Homes, Inc. reported $47 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $491 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 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Maryland (1,300th of 1,671), and 2,340th of 3,341 in other services. In 2022, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,762,176
Participants with balances263
Active participants408
Employer contributions$200,291
Employee contributions$185,497
Employer contribution per active participant$491
Average account balance$18,107
Benefits paid to participants$108,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 448 accts · $281K emplr
2023$3.9M · 300 accts · $257K emplr
2022$4.8M · 263 accts · $200K emplr
The Jewish Foundation for Group Homes, Inc. 401(k) match · 2022
Employer contribution per active participant$491
Median for plans this size$1,114
2024$612 per active participant
2023$564 per active participant
2022$491 per active participant

Jewish Foundation for Group Homes, Inc.'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$3,121 · 0.07%
2023$3,749 · 0.09%
2022$47 · 0.00%
Same employer
Similar plansOther Services · Maryland
Naf MD$6.1M · 0.40%
Amvets National MD$4.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521263608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.