Retirement plan

JCCI 401(K) PLAN

Name: JAPANESE CHAMBER OF COMMERCE & INDUSTRY OF NEW YORK, INC. - JCCI 401(K) PLAN (2025) Form 5500
Creator: JAPANESE CHAMBER OF COMMERCE & INDUSTRY OF NEW YORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JCCI 401(K) PLAN, JAPANESE CHAMBER OF COMMERCE & INDUSTRY OF NEW YORK, INC.

JAPANESE CHAMBER OF COMMERCE & INDUSTRY OF NEW YORK, INC.EIN 13-5630424Plan #001PY 2025

145 WEST 57TH STREET, 6TH FLOOR - NEW YORK, NY 10019212-246-8001jcciny.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$273K

+23.9% from 2024

Total participants

0.0% from 2024

Average account balance

$27,279

+23.9% from 2024

Annual return

2.86%

-7.76 pp from 2024

Benchmarks

See 5,493 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort5,493 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$273K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$27K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$93

$13 / participant

Other / not subdivided$93100.0%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,279

$97,289-72.0%

$92,805-70.6%

$155,188-82.4%

Participation rate

100.0%

84.2%+15.8pp

83.5%+16.5pp

80.8%+19.2pp

Annual return

2.86%

29.03%-26.2pp

31.59%-28.7pp

148.84%-146.0pp

Employer contribution / active EE

$2,571

$3,632-29.2%

$3,424-24.9%

$4,248-39.5%

Participant deferral / active EE

$4,043

$8,795-54.0%

$8,448-52.1%

$6,531-38.1%

Admin fee / account holder

$12,015-99.9%

$10,911-99.9%

$14,480-99.9%

JCCI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JCCI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion