Hebrew Home for the Aged Disabled 403(b) match, vesting and fees
What Hebrew Home for the Aged Disabled'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Hebrew Home for the Aged Disabled: employer contribution per participant | $145 | |
| Peer median | $1,468 |
| Hebrew Home for the Aged Disabled: average balance | $60,196 | |
| Peer median | $37,786 |
| Hebrew Home for the Aged Disabled: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.39% |
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 $17M at the end of plan year 2021 to $24M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,030 | $24M | $58K | $145 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,003 | $22.7M | $307K | $745 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 541 | $14.9M | $277K | $641 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 494 | $17M | $278K | $665 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Hebrew Home for the Aged Disabled match 401(k) contributions?
The match terms for the Jewish Home of San Francisco 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $58K in employer contributions, about $145 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hebrew Home for the Aged Disabled 401(k) match vested?
The vesting schedule for the Jewish Home of San Francisco 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hebrew Home for the Aged Disabled 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Hebrew Home for the Aged Disabled.
I left Hebrew Home for the Aged Disabled. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hebrew Home for the Aged Disabled, (415) 334-2500) or the recordkeeper, Newport Group, Inc.. The Hebrew Home for the Aged Disabled old 401(k) page lists the contacts from every plan filing. Find an old Hebrew Home for the Aged Disabled 401(k)
Data from the public Form 5500 annual reports Hebrew Home for the Aged Disabled filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Hebrew Home for the Aged Disabled. Not financial advice. Report a correction · Methodology