Jewish Federation of Greater 403(b) match, vesting and fees
What Jewish Federation of Greater'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Harrington Group Cpas, 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Jewish Federation of Greater: employer contribution per participant | $238 | |
| Peer median | $1,803 |
| Jewish Federation of Greater: average balance | $26,332 | |
| Peer median | $48,934 |
| Jewish Federation of Greater: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.31% |
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 $1.8M at the end of plan year 2021 to $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 250 | $4.8M | $44K | $238 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 244 | $4.2M | $87K | $511 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 225 | $3.9M | $130K | $782 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 15 | $1.8M | $17K | $1,140 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Jewish Federation of Greater match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County have not been published from its filing yet. The plan year 2024 filing reports $44K in employer contributions, about $238 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Federation of Greater 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Federation of Greater 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Jewish Federation of Greater.
I left Jewish Federation of Greater. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Federation of Greater, (562) 426-7601) or the recordkeeper, Mutual of America Investment Corp. The Jewish Federation of Greater old 401(k) page lists the contacts from every plan filing. Find an old Jewish Federation of Greater 401(k)
Data from the public Form 5500 annual reports Jewish Federation of Greater 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 Jewish Federation of Greater. Not financial advice. Report a correction · Methodology