United Jewish Appeal-Federation of Jewish Philanthropies of NY retirement plan: assets, participants and fees
What United Jewish Appeal-Federation of Jewish Philanthropies of NY's retirement plan 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 | Msci Inc. (Formerly the Burgiss Gro | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 52 pension plans in health care and social assistance with 10,000 to 49,999 participants.
| United Jewish Appeal-Federation of Jewish Philanthropies of NY: employer contribution per participant | $1,899 | |
| Peer median | $1,563 |
| United Jewish Appeal-Federation of Jewish Philanthropies of NY: average balance | $41,938 | |
| Peer median | $56,798 |
| United Jewish Appeal-Federation of Jewish Philanthropies of NY: admin expenses ÷ assets | 0.73% | |
| Peer median | 0.56% |
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 $475M at the end of plan year 2021 to $577M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,750 | $577M | $26.1M | $1,899 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 13,746 | $553M | $26.5M | $1,925 | 0.88% | Not published | Form 5500 ↗ |
| 2022 | 13,267 | $505M | $37.5M | $2,824 | 1.19% | Not published | Form 5500 ↗ |
| 2021 | 13,221 | $475M | $23.1M | $1,746 | 0.90% | Not published | Form 5500 ↗ |
Common questions
Does United Jewish Appeal-Federation of Jewish Philanthropies of NY match 401(k) contributions?
The match terms for the Retirement Plan for Employees of Uja-Federation have not been published from its filing yet. The plan year 2024 filing reports $26.1M in employer contributions, about $1,899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Jewish Appeal-Federation of Jewish Philanthropies of NY 401(k) match vested?
The vesting schedule for the Retirement Plan for Employees of Uja-Federation is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Jewish Appeal-Federation of Jewish Philanthropies of NY 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Msci Inc. (Formerly the Burgiss Gro. The plan administrator is Uja-Federation of Ny.
I left United Jewish Appeal-Federation of Jewish Philanthropies of NY. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Uja-Federation of Ny, (212) 836-1414) or the recordkeeper, Msci Inc. (Formerly the Burgiss Gro. The United Jewish Appeal-Federation of Jewish Philanthropies of NY old 401(k) page lists the contacts from every plan filing. Find an old United Jewish Appeal-Federation of Jewish Philanthropies of NY 401(k)
Data from the public Form 5500 annual reports United Jewish Appeal-Federation of Jewish Philanthropies of NY 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 United Jewish Appeal-Federation of Jewish Philanthropies of NY. Not financial advice. Report a correction · Methodology