Assets by plan
Share of aggregate retirement assets
- EMPLOYEES OF JRI (#005)$76.8M
- EMPLOYEES OF JRI (#003)$14.8M
Filings through .
Justice Resource Institute
EIN 04-2526357individual & family servicesLatest filing 2025
Plans
4
Retirement
3
$282.2M assets
Health & Benefits
1
$933K premiums
Participants
9,301
160 GOULD STREET, SUITE 300 - NEEDHAM, MA 02494617-450-0500jri.orgLinkedIn1001-5000 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $282.2M assets / 7,267 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$190.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $933K premiums / 2,027 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$443K
- Long-term disability$357K
- Other$276K
- Vision$115K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC.
Traditional DB
Assets$190.7M
Participants3,322
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
401(K) PLAN FOR EMPLOYEES OF JRI
401(k)
Assets$76.8M
Participants3,813
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
403(B) PLAN FOR EMPLOYEES OF JRI
403(b)
Assets$14.8M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$933K
Covered lives2,027
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | Traditional DB | $190.7M | 3,322 | 2025 |
| #005 | 401(K) PLAN FOR EMPLOYEES OF JRI | 401(k) | $76.8M | 3,813 | 2025 |
| #003 | 403(B) PLAN FOR EMPLOYEES OF JRI | 403(b) | $14.8M | 132 | 2025 |
- #004 · Traditional DB · 20253,322
- #005 · 401(k) · 20253,813
- #003 · 403(b) · 2025132
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20252,027
Retirement plans
Health & Benefits plans