Youngstown Area Jewish Federation 403(b) match, vesting and fees
What Youngstown Area Jewish Federation'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Hill Barth and King (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Youngstown Area Jewish Federation: employer contribution per participant | $923 | |
| Peer median | $1,468 |
| Youngstown Area Jewish Federation: average balance | $16,682 | |
| Peer median | $37,786 |
| Youngstown Area Jewish Federation: admin expenses ÷ assets | 0.15% | |
| 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 went from $9.1M at the end of plan year 2021 to $6.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 421 | $6.4M | $354K | $923 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 527 | $7.7M | $317K | $687 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 565 | $8.2M | $256K | $547 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 392 | $9.1M | $279K | $803 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Youngstown Area Jewish Federation match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation have not been published from its filing yet. The plan year 2024 filing reports $354K in employer contributions, about $923 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Youngstown Area Jewish Federation 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation is not in the data published so far. Your Summary Plan Description states it.
Who manages the Youngstown Area Jewish Federation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Youngstown Area Jewish Federation.
I left Youngstown Area Jewish Federation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Youngstown Area Jewish Federation, (330) 746-3250) or the recordkeeper, Mutual of America Investment Corp. The Youngstown Area Jewish Federation old 401(k) page lists the contacts from every plan filing. Find an old Youngstown Area Jewish Federation 401(k)
Data from the public Form 5500 annual reports Youngstown Area Jewish Federation 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 Youngstown Area Jewish Federation. Not financial advice. Report a correction · Methodology