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Employer · plans filed under one EIN

Jewish Federation of Southern New Jersey

Cherry Hill, NJ · Other services

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.

$19.8Mnet assets across plans
2,208participant records1,994 active
$185Kemployer contributions, latest plan years$93 per active record
$113KSchedule C compensation to organisations$51.39 per participant record

Jewish Federation of Southern New Jersey, based in Cherry Hill, New Jersey, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 2,208 participant records and $19.8M in net assets.

The largest is Jewish Federation of Southern New Jersey 403(b) Plan, a 403(b) plan with 1,941 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 $185K and participant contributions $1.7M in the latest plan years; benefits paid were $1.6M. Schedule C compensation reported to service provider organisations totalled $113K.

Combined net assets moved from $2.8M in 2009 to $19.8M in 2024 (up 600%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Jewish Federation of Southern New Jersey 403(b) Plan403(b) plan20241,941$12.0M$6,181$103$64K
Jewish Federation of Southern New Jersey 401(k) Plan401(k) plan2024267$7.8M$29,174$0$50K
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: $2.8M2010: $4.2M2011: $5.7M2012: $6.9M2013: $7.8M2014: $8.2M2015: $8.9M2016: $10.7M2017: $10.6M2018: $10.1M2019: $14.5M2020: $16.2M2021: $13.0M2022: $14.5M2023: $17.6M2024: $19.8M$2.8M$19.8M20092012201620202024
Combined net assets
2009: 5362010: 5192011: 4132012: 3602013: 5272014: 5122015: 4572016: 4382017: 4392018: 4552019: 1,1442020: 1,5742021: 1,8402022: 2,1302023: 2,1822024: 2,2085362,20820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,208$19.8M$185K$1.7M
202322,182$17.6M$467K$1.5M
202222,130$14.5M$384K$1.3M
202121,840$13.0M$338K$1.3M
202021,574$16.2M$324K$1.1M
201921,144$14.5M$310K$1.1M
20181455$10.1M$127K$539K
20171439$10.6M$371K$746K
20161438$10.7M$349K$670K
20151457$8.9M$341K$653K
20141512$8.2M$325K$606K
20131527$7.8M$292K$593K
20121360$6.9M$278K$590K
20111413$5.7M$263K$623K
20101519$4.2M$269K$634K
20091536$2.8M$273K$634K

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
Lincoln Retirement ServicesInvestment advisory (participants); Contract Administrator2$98,055
Nova 401(k) AssociatesRecordkeeping and information management2$15,415

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

Lincoln Retirement Services$98K
Nova 401(k) Associates$15K

Questions and answers

How many retirement plans does Jewish Federation of Southern New Jersey have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Jewish Federation of Southern New Jersey 403(b) Plan and Jewish Federation of Southern New Jersey 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Jewish Federation of Southern New Jersey contribute to its plans?

$185,044 in employer contributions across these plans in their latest plan years, about $93 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 Lincoln Retirement Services and Nova 401(k) Associates. 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.