Other · DOL Form 5500 · 2024
Combined Jewish Philanthropies of Greater Boston, Inc. Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 151
- Participants
- 78th
- Percentile by assets
- $211,512
- 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
$32M in assets, 151 participants
Combined Jewish Philanthropies of Greater Boston, Inc.'s Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported $32M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 123,622 plans)
- #6,888 in Other Services (7,719 peers)
Coverage in Massachusetts
Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan covers 151 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.
- $32M
- total plan assets (2024 EOY)
- 151
- covered participants
- 78th
- percentile by assets (of 123,622 plans)
- $211,512
- 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 2024 · DOL Form 5500
$31,938,328 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan reported participants fell from 157 in the plan year 2023 filing to 151 in the plan year 2024 filing.
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 151 participants - about 23% of that state average ($32M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 042103559 |
| Plan Effective Date | 1974-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Combined Jewish Philanthropies of Greater Boston, Inc.)
| 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
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
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 2024? ▼
How have Combined Jewish Philanthropies of Greater Boston, Inc. plan assets changed over time? ▼
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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