Plan Ledger DOL Form 5500 · updated monthly

The Jewish Federations of North America403(b)

THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Jewish Federations of North America reported $7,883 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,407 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 0.04% to 0.03%. 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 2,123rd-largest of 5,648 plans among New York employers on file, and the 825th of 3,341 in other services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 158 to 175 since 2022.

Plan summary
Net assets, end of year$26,394,698
Participants with balances281
Active participants175
Employer contributions$771,253
Employee contributions$1,503,719
Employer contribution per active participant$4,407
Average account balance$93,931
Benefits paid to participants$1,524,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 281 accts · $771K emplr
2023$22.8M · 255 accts · $633K emplr
2022$19.2M · 239 accts · $686K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,883
Total administrative$7,883
Employer contributions to the The Jewish Federations of North America plan · 2024
Employer contribution per active participant$4,407
Median for plans this size$2,416
2024$4,407 per active participant
2023$4,136 per active participant
2022$4,344 per active participant

The Jewish Federations of North America's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
TIAA · Insurance services$8,108

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$7,883 · 0.03%
2023$5,987 · 0.03%
2022$8,406 · 0.04%
Same employer
Similar plansOther Services · New York
Fos Feminista NY$27.4M · 0.20%
The Bronx Defenders NY$25.6M · 0.10%
Justice Innovation Inc. NY$25.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.