Plan Ledger DOL Form 5500 · updated monthly

The Jewish Federation of Omaha403(b)

THE JEWISH FEDERATION OF OMAHA 403(B) RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

The Jewish Federation of Omaha reported $69,670 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $709 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 0.48% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 273rd-largest of 565 plans among Nebraska employers on file, and the 1,154th of 3,341 in other services. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,584,994
Participants with balances223
Active participants674
Employer contributions$477,556
Employee contributions$809,914
Employer contribution per active participant$709
Average account balance$78,856
Benefits paid to participants$2,068,488
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 223 accts · $478K emplr
2023$16.5M · 231 accts · $453K emplr
2022$15.6M · 252 accts · $442K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,440
Investment management$25,000
Total administrative$69,670
Employer contributions to the The Jewish Federation of Omaha plan · 2024
Employer contribution per active participant$709
Median for plans this size$2,416
2024$709 per active participant
2023$720 per active participant
2022$615 per active participant

The Jewish Federation of Omaha's 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$69,670 · 0.41%
2023$61,186 · 0.38%
2022$71,312 · 0.48%
Same employer
Similar plansOther Services · Nebraska
Duncan Aviation, Inc. NE$446.1M · 0.11%
Resource Pro LLC NE$26.9M · 0.41%
Floyds Truck Center, Inc. NE$15.4M · 0.52%
Ponca Tribe of Nebraska NE$9.9M · 0.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470384659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.