Jewish Home for the Elderly of Fairfield County 401(k) match, vesting and fees
What Jewish Home for the Elderly of Fairfield County's 401(k) 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 | John Hancock USA | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Jewish Home for the Elderly of Fairfield County: employer contribution per participant | $1,483 | |
| Peer median | $1,337 |
| Jewish Home for the Elderly of Fairfield County: average balance | $49,707 | |
| Peer median | $35,764 |
| Jewish Home for the Elderly of Fairfield County: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.32% |
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 $28.3M at the end of plan year 2021 to $32M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 960 | $32M | $955K | $1,483 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 961 | $28.8M | $892K | $1,394 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 882 | $25.2M | $628K | $995 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 814 | $28.3M | $385K | $695 | 0.50% | Not published | Form 5500 ↗ |
Other Jewish Home for the Elderly of Fairfield County plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jewish Home for the Elderly Defined Benefit Pension Plan
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Jewish Home for the Elderly of Fairfield County match 401(k) contributions?
The match terms for the The Jewish Home Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $955K in employer contributions, about $1,483 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Home for the Elderly of Fairfield County 401(k) match vested?
The vesting schedule for the The Jewish Home Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Home for the Elderly of Fairfield County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is The Jewish Home for the Elderly of Fairfield County, Inc..
I left Jewish Home for the Elderly of Fairfield County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Jewish Home for the Elderly of Fairfield County, Inc., (203) 365-6400) or the recordkeeper, John Hancock USA. The Jewish Home for the Elderly of Fairfield County old 401(k) page lists the contacts from every plan filing. Find an old Jewish Home for the Elderly of Fairfield County 401(k)
Data from the public Form 5500 annual reports Jewish Home for the Elderly of Fairfield County 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 Home for the Elderly of Fairfield County. Not financial advice. Report a correction · Methodology