THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Plan Contact

  • Address: 1800 JFK BOULEVARD,,PHILADELPHIA,PA
  • Contact person: AMY LEICHNER
  • Phone: (215) 665-2488

Plan General Information

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is $14,528,296.00.This plan was established in 2022.

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is 181

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Average Participant Retirement Account Value

In 2021, the average participant retirement account value for THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is $80,266.00

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is $1,597.00.

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is approximately $1,275.00
Investing in this additonal $1,275.00 for 20 years would give you extra $81,663.00, assuming a 10% annual return.

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Total Employer Contribution and Match Rate

In 2021, THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY allocates $230,955.00 to match its employees' contributions, providing an employer match rate of 79.87% of their contributions

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is 5.30%.

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is 13.56%. This measures the effectiveness of the plan participants' investments in the year.

THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Expense Ratio

In 2021, the investment and administrative expense ratio of THRIFT PLAN OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY is 0.22%.

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