United Methodist Homes of New Jersey 403(b) match, vesting and fees
What United Methodist Homes of New Jersey'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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in other services with 1,000 to 4,999 participants.
| United Methodist Homes of New Jersey: employer contribution per participant | $961 | |
| Peer median | $1,949 |
| United Methodist Homes of New Jersey: average balance | $24,087 | |
| Peer median | $68,107 |
| United Methodist Homes of New Jersey: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.14% |
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 $22.1M at the end of plan year 2021 to $28.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,388 | $28.5M | $1.1M | $961 | 0.62% | Not published | Form 5500 ↗ |
| 2024 | 1,334 | $24.4M | $934K | $863 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 1,242 | $21.3M | $729K | $850 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 1,282 | $19M | $707K | $1,124 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 1,074 | $22.1M | $658K | $1,345 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does United Methodist Homes of New Jersey match 401(k) contributions?
The match terms for the The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $961 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Methodist Homes of New Jersey 401(k) match vested?
The vesting schedule for the The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Methodist Homes of New Jersey 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is United Methodist Homes of New Jersey.
I left United Methodist Homes of New Jersey. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Methodist Homes of New Jersey, (732) 922-9802) or the recordkeeper, Principal Life Insurance Company. The United Methodist Homes of New Jersey old 401(k) page lists the contacts from every plan filing. Find an old United Methodist Homes of New Jersey 401(k)
Data from the public Form 5500 annual reports United Methodist Homes of New Jersey filed with the U.S. Department of Labor (plan years 2021 and 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 United Methodist Homes of New Jersey. Not financial advice. Report a correction · Methodology