Jewish Senior Life 401(k) match, vesting and fees
What Jewish Senior Life'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Withumsmith Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Jewish Senior Life: employer contribution per participant | $778 | |
| Peer median | $1,537 |
| Jewish Senior Life: average balance | $25,666 | |
| Peer median | $56,476 |
| Jewish Senior Life: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.19% |
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 $18.6M at the end of plan year 2022 to $31.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,240 | $31.8M | $964K | $778 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 1,336 | $26.2M | $953K | $856 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 1,160 | $22.8M | $881K | $847 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 1,115 | $18.6M | $773K | $770 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Jewish Senior Life match 401(k) contributions?
The match terms for the Jewish Senior Life 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $964K in employer contributions, about $778 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewish Senior Life 401(k) match vested?
The vesting schedule for the Jewish Senior Life 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewish Senior Life 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Jewish Senior Life Retirement Committee.
I left Jewish Senior Life. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewish Senior Life Retirement Committee, (585) 784-6386) or the recordkeeper, Fidelity Investments Institutional. The Jewish Senior Life old 401(k) page lists the contacts from every plan filing. Find an old Jewish Senior Life 401(k)
Data from the public Form 5500 annual reports Jewish Senior Life filed with the U.S. Department of Labor (plan years 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 Jewish Senior Life. Not financial advice. Report a correction · Methodology