Plan Ledger DOL Form 5500 · updated monthly

Jewish Home of Eastern Pennsyl403(b)

403(B) THRIFT PLAN OF JEWISH HOME OF EASTERN PENNSYLVANIA · SCRANTON, PA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Jewish Home of Eastern Pennsyl reported $509 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $95 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 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans. By assets it is among the smaller plans on file in Pennsylvania (3,101st of 3,651). In 2022, employees put in $11.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,534,178
Participants with balances82
Active participants155
Employer contributions$14,708
Employee contributions$165,303
Employer contribution per active participant$95
Average account balance$43,100
Benefits paid to participants$261,710
Plan auditUnmodified (clean) audit opinion
AuditorROBERT ROSSI & CO
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 81 accts · $21K emplr
2023$3.3M · 70 accts · $16K emplr
2022$3.5M · 82 accts · $15K emplr
Employer contributions to the Jewish Home of Eastern Pennsyl plan · 2022
Employer contribution per active participant$95
Median for plans this size$1,114
2024$106 per active participant
2023$85 per active participant
2022$95 per active participant

Jewish Home of Eastern Pennsyl'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$756 · 0.03%
2023$453 · 0.01%
2022$509 · 0.01%
Similar plansplans of similar size
Pat Clemons Inc IA$3.5M · 0.81%
Duphil, Inc TX$3.5M · 0.62%
Brainyak CO$3.5M · 0.50%
Ace Hardware Stores, Inc. AZ$3.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240798701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.