Plan Ledger DOL Form 5500 · updated monthly

Tucson Jewish Community Center401(k)

EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Tucson Jewish Community Center reported $4,122 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,257 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 0.03% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (742nd of 1,285), and 7,068th of 11,911 in health care & social assistance. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 149 to 241 since 2022.

Plan summary
Net assets, end of year$6,579,812
Participants with balances283
Active participants241
Employer contributions$302,829
Employee contributions$317,398
Employer contribution per active participant$1,257
Average account balance$23,250
Benefits paid to participants$936,963
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 283 accts · $303K emplr
2023$5.9M · 281 accts · $272K emplr
2022$5.9M · 268 accts · $120K emplr
The Tucson Jewish Community Center 401(k) match · 2024
Employer contribution per active participant$1,257
Median for plans this size$1,313
2024$1,257 per active participant
2023$1,013 per active participant
2022$803 per active participant

Tucson Jewish Community Center's 2024 employer contribution ran below the $1,313 median for plans its size. 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,122

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

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$4,122 · 0.07%
2023$1,520 · 0.03%
2022$2,243 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Circle the City AZ$6.8M · 0.06%
Casa de Los Ninos AZ$6.7M · 0.21%
Outlier, LLC AZ$6.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860183578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.