Other · DOL Form 5500 · 2023
Combined Jewish Philanthropies of Greater Boston, Inc. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $185,568
- Avg per participant Above avg balance/head
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.
- #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.
- #7,016
- in Other Services (7,857 peers)
- +18.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 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 among mid-size filed plans by headcount
Plan-year 2023 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 (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 042103559 · Combined Jewish Philanthropies of Greater Boston, Inc. PY 2023 · Other
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan · $29M · 157 · 79th
- PART $29M
- TYPE 157
- NET 79th
- BOOK Other
- VS-ST near Retirement Plan of Mille Lacs Health System
- BOY ind #7016
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
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.)
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
| 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.
- 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
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 Retirement Plan of Mille Lacs Health System in MN ($29M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Mount Aloysius College Consolidated Retirement Pla (PA) 157 · 0 off
- Northeast College of Health Sciences Retirement Plan (NY) 157 · 0 off
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation (NY) 157 · 0 off
- Crystal Springs Uplands School Defined Contribution Retirement Plan (CA) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.