Department of Labor filing

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND

JEWISH COMMUNITY FEDERATION 403(B) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,056

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

102

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$474 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 4% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense4th percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND reported $311,706 in employer contributions across the plan and 102 active participants. That works out to $3,056 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy60%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 4.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 27.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $311,706
Participant contributions: $916,498
Other contributions: $235,281
Employer share of reported contributions: 25.4%
Beginning assets: $13,228,690
Ending assets: $15,694,950
Ending net assets: $15,694,950
Ending liabilities: $0
Total income: $3,333,360
Total expenses: $867,100
Administrative expenses: $74,895
Participant loans: $35,933

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,204

2023

$3,842

2024

$3,056

Plan-paid administrative expenses per participant

2022

$373

2023

$364

2024

$474

Active participants

2022

2023

2024

102

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,056	102	15.7M	20251015122517NAL0009204946001
2023	$3,842	90	13.2M	20241015150451NAL0030093921001
2022	$3,204	91	11.2M	20231013180537NAL0023399859001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 941156533-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2007
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2M2T3D

Current plan terms

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Filing ACK_ID20251015122517NAL0009204946001

Data sourceDOL Form 5500 bulk data ↗

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