Plan Ledger DOL Form 5500 · updated monthly

United Jewish Federation of Tidewater, Inc.401(k)

UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN · VIRGINIA BEACH, VA · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

United Jewish Federation of Tidewater, Inc. reported $29,820 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. Employer contributions averaged $831 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Virginia (1,852nd of 2,266), and 2,346th of 3,341 in other services. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,750,254
Participants with balances85
Active participants110
Employer contributions$91,444
Employee contributions$193,435
Employer contribution per active participant$831
Average account balance$55,885
Benefits paid to participants$166,519
Plan auditUnmodified (clean) audit opinion
AuditorPB MARES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,071
Investment management$19,693
Professional / advisory$21
Total administrative$29,820
The United Jewish Federation of Tidewater, Inc. 401(k) match · 2022
Employer contribution per active participant$831
Median for plans this size$1,114

United Jewish Federation of Tidewater, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,820 · 0.60%
Similar plansOther Services · Virginia
Pathway Homes, Inc VA$5.8M · 0.57%
Nve, Inc. VA$5.6M · 0.74%
The Covenant School VA$4.7M · 0.72%
Seton Home Study School VA$3.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540535603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.