Judson 403(b) match, vesting and fees
What Judson'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.
| Independent auditor | Citrin Cooperman & Co 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.
| Judson: employer contribution per participant | $407 | |
| Peer median | $1,468 |
| Judson: average balance | $21,709 | |
| Peer median | $37,786 |
| Judson: admin expenses ÷ assets | 0.16% | |
| 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 were $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 524 | $10.7M | $200K | $407 | 0.16% | Not published | Form 5500 ↗ |
Other Judson plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Judson Union 403(b) 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Co 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 ↗ |
Common questions
Does Judson match 401(k) contributions?
The match terms for the Judson Non-Union 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $200K in employer contributions, about $407 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Judson 401(k) match vested?
The vesting schedule for the Judson Non-Union 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Judson 401(k)?
The filing names Judson as plan administrator; it does not list a recordkeeper.
I left Judson. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Judson, (216) 791-2688). The Judson old 401(k) page lists the contacts from every plan filing. Find an old Judson 401(k)
Data from the public Form 5500 annual reports Judson 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 Judson. Not financial advice. Report a correction · Methodology