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Jewish Association on Aging

Pittsburgh, PA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$12.7Mnet assets across plans
328participant records172 active
$324Kemployer contributions, latest plan years$1,887 per active record
$4,128Schedule C compensation to organisations$12.59 per participant record

Jewish Association on Aging, based in Pittsburgh, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 328 participant records and $12.7M in net assets.

The largest is Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs, a defined contribution plan with 204 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $324K and participant contributions $213K in the latest plan years; benefits paid were $1.8M. Schedule C compensation reported to service provider organisations totalled $4,128.

Combined net assets moved from $3.4M in 2009 to $12.7M in 2024 (up 269%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programsdefined contribution plan2024204$4.1M$20,255$2,311$2,894
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programsdefined contribution plan2024124$8.6M$69,027$1,052$1,234
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.4M2010: $4.4M2011: $4.8M2012: $5.6M2013: $6.8M2014: $6.9M2015: $7.4M2016: $9.0M2017: $11.2M2018: $12.6M2019: $13.5M2020: $15.7M2021: $13.4M2022: $13.0M2023: $12.4M2024: $12.7M$3.4M$15.7M$12.7M20092012201620202024
Combined net assets
2009: 3042010: 3202011: 3262012: 3272013: 3942014: 3972015: 4192016: 4362017: 4562018: 4782019: 4572020: 6022021: 5272022: 4742023: 4332024: 32830460232820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242328$12.7M$324K$213K
20232433$12.4M$315K$229K
20222474$13.0M$316K$277K
20212527$13.4M$382K$385K
20202602$15.7M$459K$435K
20192457$13.5M$486K$473K
20182478$12.6M$512K$470K
20172456$11.2M$487K$440K
20162436$9.0M$476K$400K
20152419$7.4M$436K$358K
20142397$6.9M$417K$335K
20132394$6.8M$397K$341K
20122327$5.6M$377K$311K
20112326$4.8M$329K$262K
20102320$4.4M$332K$263K
20092304$3.4M$292K$226K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Mutual of America Investment Corp.Claims processing; Recordkeeping and information management; Participant loan processing2$4,128

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Mutual of America Investment Corp.$4,128

Questions and answers

How many retirement plans does Jewish Association on Aging have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs and 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Jewish Association on Aging contribute to its plans?

$324,484 in employer contributions across these plans in their latest plan years, about $1,887 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Mutual of America Investment Corp.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.