Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF GREATER NAPLES, INC.

Name: JEWISH FEDERATION OF GREATER NAPLES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF GREATER NAPLES, INC. (2025) Form 5500
Creator: JEWISH FEDERATION OF GREATER NAPLES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF GREATER NAPLES, INC., JEWISH FEDERATION OF GREATER NAPLES, INC.

JEWISH FEDERATION OF GREATER NAPLES, INC.EIN 59-2151725Plan #001PY 2025

2500 VANDERBILT BEACH RD STE 220 - NAPLES, FL 341090613239-263-4205jewishnaples.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$918K

+38.2% from 2024

Total participants

+22.2% from 2024

Average account balance

$48,341

+30.9% from 2024

Annual return

25.93%

+16.88 pp from 2024

Benchmarks

See 57,093 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort57,093 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$918K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

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

+25.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2611

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$50K

$2611 / participant

Other / not subdivided$50K100.0%

% of EOY assets

5.402%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,341

$74,888-35.4%

$71,209-32.1%

$142,382-66.0%

Participation rate

84.2%

76.2%+8.0pp

73.8%+10.5pp

80.1%+4.1pp

Annual return

25.93%

345.14%-319.2pp

282.51%-256.6pp

217.08%-191.1pp

Employer contribution / active EE

$3,207

$2,854+12.4%

$2,721+17.9%

$4,299-25.4%

Participant deferral / active EE

$3,674

$4,454-17.5%

$4,175-12.0%

$6,507-43.5%

Admin fee / account holder

$2,611

$5,568-53.1%

$5,349-51.2%

$12,624-79.3%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF GREATER NAPLES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF GREATER NAPLES, INC.

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