Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUSTICE RESOURCE INSTITUTE, INC.
EIN 04-2526357individual & family servicesLatest filing 2025
Plans
4
Retirement
3
$247.3M assets
Welfare
1
$933K premiums
Participants
9,052
160 GOULD STREET, SUITE 300 - NEEDHAM, MA 02494617-450-0500jri.orgLinkedIn1001-5000 employeesindividual & family services
Retirement portfolio analytics
3 plans aggregated / $247.3M assets / 7,018 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
68%top
- (Not disclosed)68%
- CHARLES SCHWAB & CO., INC.32%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $933K premiums / 2,027 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$443K
- Long-term disability$357K
- Other$276K
- Vision$115K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY88%
- EYEMED VISION CARE12%
Broker market share
Schedule A broker compensation
54%top
- PFG BENEFITS, INC.54%
- PATRIOT GROWTH INSURANCE SERVICES23%
- TRUE NETWORK ADVISORS23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC.
TraditionalDB
Assets$168.0M
Participants3,174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
401(K) PLAN FOR EMPLOYEES OF JRI
401k
Assets$65.1M
Participants3,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
403(B) PLAN FOR EMPLOYEES OF JRI
403b
Assets$14.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$933K
Covered lives2,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | TraditionalDB | $168.0M | 3,174 | 2024 | |
| 005 | 401(K) PLAN FOR EMPLOYEES OF JRI | 401k | $65.1M | 3,708 | 2024 | |
| 003 | 403(B) PLAN FOR EMPLOYEES OF JRI | 403b | $14.2M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $933K | 2,027 | 2025 |
Retirement plans
Welfare plans