Other · DOL Form 5500 · 2022

Combined Jewish Philanthropies of Greater Boston, Inc. Retirement Plan

Data updated 2026-08-11

$25M
Total assets
156
Participants
80th
Percentile by assets
$157,219
Avg per participant
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Official DOL plan name: Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan · Sponsored by Combined Jewish Philanthropies of Greater Boston, Inc. · Massachusetts · Other Services

$25M in assets, 156 participants

Combined Jewish Philanthropies of Greater Boston, Inc.'s Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported $25M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 80th percentile by assets (of 139,126 plans)
  • #7,528 in Other Services (8,398 peers)

Coverage in Massachusetts

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
156
covered participants
80th
percentile by assets (of 139,126 plans)
$157,219
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan sits by total assets

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,526,087 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reports 156 participants - about 24% of that state average ($25M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN042103559
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Combined Jewish Philanthropies of Greater Boston, Inc.)

$20M$25M$30M$35M 202220232024 $24.5M $31.9M ▲ +30.2%
Total plan assets by year, all Combined Jewish Philanthropies of Greater Boston, Inc. plans on file
Year Plans Participants Total Assets
2022 1 156 $25M
2023 1 157 $29M
2024 1 151 $32M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Combined Jewish Phil…, Total assets ($B): 0.024526087 · Participants: 156Combined Jewish Phil…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan assets move in 2022?
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan pulled back noticeably - down 13.7% during 2022, from $28M to $25M. Reported net income was -$4M.
How have Combined Jewish Philanthropies of Greater Boston, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Combined Jewish Philanthropies of Greater Boston, Inc.'s sponsor-wide assets grew 30.2%, from $25M to $32M.
Where does Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers?
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Hope Hospice and Community Services, Inc. 403(b) Plan in FL ($25M, 929 participants).

Next read for Combined Jewish Philanthropies of Greate…

Filing takeaways

Ways to act on Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan's numbers.

  • By total assets, Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Combined Jewish Philanthropies of Greater Boston, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Other Services plans