Other · DOL Form 5500 · 2022

Combined Jewish Philanthropies of Greater Boston, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
156
Participants Small participant base
80th
Percentile by assets National rank
$157,219
Avg per participant Above avg balance/head
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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.

  • #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.

#7,528
in Other Services (8,398 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan's outsized position 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 $2,050,000,000 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

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (156 participants).

Form 5500 schedule snapshot

Filing strip 042103559 · Combined Jewish Philanthropies of Greater Boston, Inc. PY 2022 · Other

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan · $25M · 156 · 80th

  • 5500 $25M
  • ASSETS 156
  • PCT 80th
  • EIN Other
  • RANK near Hope Hospice and Community Services, Inc. 403(b) Plan
  • PHOTO ind #7528

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Massachusetts →

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in the asset neighbourhood

Texas Scottish Rite Hospital for Children 401(a) PlanTexas Scottish Rite Hospital…$25MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$25MHope Hospice and Community Services, Inc. 403(b) PlanHope Hospice and Community S…$25MCombined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement PlanCombined Jewish Philanthropi…$25MCornish College of the Arts 403(b) PlanCornish College of the Arts …$24M
End-of-year total assets ($M) among Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Combined Jewish Philanthropies of Greater Boston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.221865395813037% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $31.9M ▲ +30.2%
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 ($B) Participants Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan, Total assets ($B): 0.024526087 · Participants: 156Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hope Hospice and Community Services, Inc. 403(b) Plan in FL ($25M); by covered participants it is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants, N/A in assets).