Plan Ledger DOL Form 5500 · updated monthly

Metropolitan Jewish Health System, Inc.403(b)

METROPOLITAN JEWISH HEALTH SYSTEM 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Metropolitan Jewish Health System, Inc. reported $247,573 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.18% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 468th-largest of 5,648 plans among New York employers on file, and the 636th of 11,911 in health care & social assistance. In 2024, employees put in $125267.07 for every $1.00 the employer contributed; active participation has grown from 2,839 to 3,209 since 2022.

Plan summary
Net assets, end of year$201,198,625
Participants with balances2,351
Active participants3,209
Employer contributions$112
Employee contributions$14,029,912
Employer contribution per active participant$0
Average account balance$85,580
Benefits paid to participants$13,808,550
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$201.2M · 2,351 accts · $112 emplr
2023$171.0M · 2,478 accts · $240K emplr
2022$144.2M · 2,169 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$247,573
Total administrative$247,573
Employer contributions to the Metropolitan Jewish Health System, Inc. plan · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2024$0 per active participant
2023$81 per active participant

Metropolitan Jewish Health System, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$274,701
HANYS BENEFIT SERVICES · Investment advisory (plan)$123,484

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$247,573 · 0.13%
2023$233,142 · 0.15%
2022$286,114 · 0.18%
All plans at this employer2
METROPOLITAN JEWISH PENSION PLANProfit-sharing plan
METROPOLITAN JEWISH HEALTH SYSTEM 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
Samaritan Medical Center NY$209.6M · 0.05%
Careabout Mso, LLC NY$176.9M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 113538697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.