Jewish Home of Eastern Pennsyl 401(k) match, vesting and fees
What Jewish Home of Eastern Pennsyl'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Robert Rossi & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 341 defined-contribution plans with fewer than 100 participants.
| Jewish Home of Eastern Pennsyl: employer contribution per participant | $255 | |
| Peer median | $971 |
| Jewish Home of Eastern Pennsyl: average balance | $28,767 | |
| Peer median | $28,802 |
| Jewish Home of Eastern Pennsyl: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.55% |
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 $4M at the end of plan year 2021 to $2.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 227 | $2.3M | $21K | $255 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 218 | $3.3M | $16K | $228 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 191 | $3.5M | $15K | $179 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 195 | $4M | $17K | $187 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Jewish Home of Eastern Pennsyl match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania have not been published from its filing yet. The plan year 2024 filing reports $21K in employer contributions, about $255 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Home of Eastern Pennsyl 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Home of Eastern Pennsyl 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 Home of Eastern Pennsyl.
I left Jewish Home of Eastern Pennsyl. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Home of Eastern Pennsyl, (570) 344-6177) or the recordkeeper, Mutual of America Investment Corp. The Jewish Home of Eastern Pennsyl old 401(k) page lists the contacts from every plan filing. Find an old Jewish Home of Eastern Pennsyl 401(k)
Data from the public Form 5500 annual reports Jewish Home of Eastern Pennsyl 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 of Eastern Pennsyl. Not financial advice. Report a correction · Methodology