Other · DOL Form 5500 · 2023

Combined Jewish Philanthropies of Greater Boston, Inc. Retirement Plan

Data updated 2026-08-11

$29M
Total assets: 157
Participants: 79th
Percentile by assets: $185,568
Avg per participant

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

$29M in assets, 157 participants

Combined Jewish Philanthropies of Greater Boston, Inc.'s Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported $29M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 127,072 plans)
#7,016 in Other Services (7,857 peers)

Coverage in Massachusetts

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

$29M
total plan assets (2023 EOY): 157
covered participants: 79th
percentile by assets (of 127,072 plans): $185,568
avg assets per participant

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 2023 · DOL Form 5500

$29,134,128 Top 21% higher than 79% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Other Services

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 157 participants - about 24% of that state average ($29M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$29M
Net Income	$5M
Employer EIN	042103559
Plan Effective Date	1974-10-01
Filing Status	FILING RECEIVED

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

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

The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
Boston University Retirement Plan $2.8B · 8,130
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
Northeastern University Retirement Plan $2.3B · 8,553

Compare Combined Jewish Philanthropies of Greate… side-by-side with 3 peers →

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.

Retirement Plan of Mille Lacs Health System (MN) $29M · 328
Sidney Health Center Pension Plan (MT) $29M · 566
Bellarmine University Tax Deferred Annuity Plan (KY) $29M · 457
Project Hope Employees Retirement Plan (DC) $29M · 193

Frequently Asked Questions

How did Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan assets move in 2023? ▼

Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan grew sharply - up 18.8% during 2023, from $25M to $29M. Reported net income was $5M.

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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Retirement Plan of Mille Lacs Health System in MN ($29M, 328 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103559.