Combined Jewish Philanthropies of Greater Boston 403(b) match, vesting and fees
What Combined Jewish Philanthropies of Greater Boston's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Combined Jewish Philanthropies of Greater Boston: employer contribution per participant | $2,462 | |
| Peer median | $1,890 |
| Combined Jewish Philanthropies of Greater Boston: average balance | $134,722 | |
| Peer median | $56,033 |
| Combined Jewish Philanthropies of Greater Boston: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $28.4M at the end of plan year 2021 to $36.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 278 | $36.8M | $672K | $2,462 | 0.44% | Not published | Form 5500 ↗ |
| 2024 | 272 | $31.9M | $600K | $2,232 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 275 | $29.1M | $614K | $2,275 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 272 | $24.5M | $595K | $2,228 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 264 | $28.4M | $561K | $2,165 | 0.32% | Not published | Form 5500 ↗ |
Other Combined Jewish Philanthropies of Greater Boston plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ret Plan for Certain Fmr Participants in the Plan for Ees of Combined Jewish Philanthropies of Greater Boston, Inc. and Affiliated Agencies
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Combined Jewish Philanthropies of Greater Boston match 401(k) contributions?
The match terms for the Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $672K in employer contributions, about $2,462 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Combined Jewish Philanthropies of Greater Boston 401(k) match vested?
The vesting schedule for the Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Combined Jewish Philanthropies of Greater Boston 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Combined Jewish Philanthropies of Greater Boston, Inc..
I left Combined Jewish Philanthropies of Greater Boston. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Combined Jewish Philanthropies of Greater Boston, Inc., (617) 457-8500) or the recordkeeper, Empower Annuity Insurance Company. The Combined Jewish Philanthropies of Greater Boston old 401(k) page lists the contacts from every plan filing. Find an old Combined Jewish Philanthropies of Greater Boston 401(k)
Data from the public Form 5500 annual reports Combined Jewish Philanthropies of Greater Boston filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Combined Jewish Philanthropies of Greater Boston. Not financial advice. Report a correction · Methodology