Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON

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

JEWISH FEDERATION OF PORTLAND, OREGONEIN 93-0386825Plan #003PY 2025

BEN WINKLEBLACK 9900 SW GREENBURG R - TIGARD, OR 972235490503-245-6219jewishportland.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+22.4% from 2024

Total participants

+5.6% from 2024

Average account balance

$133,843

+16.0% from 2024

Annual return

15.25%

-0.00 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$671

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 codes2G2J2E2T

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.

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

$13K

$1063 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.501%

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

$133,843

$72,071+85.7%

$68,368+95.8%

$137,256-2.5%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

15.25%

353.14%-337.9pp

292.57%-277.3pp

220.34%-205.1pp

Employer contribution / active EE

$5,941

$2,788+113.1%

$2,649+124.3%

$4,156+42.9%

Participant deferral / active EE

$7,543

$4,410+71.0%

$4,123+83.0%

$6,407+17.7%

Admin fee / account holder

$671

$5,336-87.4%

$5,150-87.0%

$12,270-94.5%

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON

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 PORTLAND, OREGON

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