Plan Ledger DOL Form 5500 · updated monthly

Youngstown Area Jewish Federation401(k)

403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION · YOUNGSTOWN, OH · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Youngstown Area Jewish Federation reported $2,400 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $702 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 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,173rd of 3,295), and 6,362nd of 11,911 in health care & social assistance. In 2022, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,212,325
Participants with balances469
Active participants365
Employer contributions$256,367
Employee contributions$235,247
Employer contribution per active participant$702
Average account balance$17,510
Benefits paid to participants$346,117
Plan auditUnmodified (clean) audit opinion
AuditorHBK
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 384 accts · $354K emplr
2023$7.7M · 462 accts · $317K emplr
2022$8.2M · 469 accts · $256K emplr
The Youngstown Area Jewish Federation 401(k) match · 2022
Employer contribution per active participant$702
Median for plans this size$1,114
2024$1,090 per active participant
2023$828 per active participant
2022$702 per active participant

Youngstown Area Jewish Federation'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.

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$10,416 · 0.15%
2023$2,295 · 0.03%
2022$2,400 · 0.03%
Similar plansHealth Care & Social Assistance · Ohio
The McGregor Foundation OH$8.2M · 0.88%
Community Action Wayne OH$8.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340714442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.