United Way of Greater Philadelphia and Southern New Jersey403(b)
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
United Way of Greater Philadelphia and Southern New Jersey reported $45,386 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $7,466 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 0.35% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,159th of 3,651), and the 1,529th of 3,341 in other services. In 2023, the employer put in $1.27 for every $1.00 employees contributed themselves.
United Way of Greater Philadelphia and Southern New Jersey's 2023 employer contribution ran above the $2,440 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 231556045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.