Other · DOL Form 5500 · 2022

Bernard Zell Anshe Emet Day School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
110
Participants Small participant base
79th
Percentile by assets National rank
$199,744
Avg per participant Above avg balance/head
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Official DOL plan name: Bernard Zell Anshe Emet Day School Retirement Plan · Sponsored by Bernard Zell Anshe Emet Day School · Illinois · Educational Services

$22M in assets, 110 participants

Bernard Zell Anshe Emet Day School's Bernard Zell Anshe Emet Day School Retirement Plan reported $22M in total assets and 110 participants in its 2022 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.

  • #2,543 in Educational Services (4,024 peers)

Coverage in Illinois

Bernard Zell Anshe Emet Day School Retirement Plan covers 110 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#2,543
in Educational Services (4,024 peers)
-12.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernard Zell Anshe Emet Day School Retirement Plan's outsized position by total assets

Bernard Zell Anshe Emet Day School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,971,876 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bernard Zell Anshe Emet Day School Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard Zell Anshe Emet Day School Retirement Plan sits mid-pack in the medium band (110 participants).

Published 5500 schedule card

Filing strip 362166955 · Bernard Zell Anshe Emet Day School PY 2022 · Other

Bernard Zell Anshe Emet Day School Retirement Plan · $22M · 110 · 79th

  • IND $22M
  • IND 110
  • IND 79th
  • IND Other
  • IND near Greensboro College Retirement Plan
  • IND ind #2543

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 Educational Services retirement plans → · Plans in Illinois →

Bernard Zell Anshe Emet Day School Retirement Plan in the asset neighbourhood

Northern California Institute for Research and Education 403(b) PlanNorthern California Institut…$22MGreensboro College Retirement PlanGreensboro College Retiremen…$22MBernard Zell Anshe Emet Day School Retirement PlanBernard Zell Anshe Emet Day …$22MGoodwill Industries of Southeastern Wisconsin, Inc. 403(b) PlanGoodwill Industries of South…$22MHillsdale Hospital 403(b) PlanHillsdale Hospital 403(b) Pl…$22M
End-of-year total assets ($M) among Bernard Zell Anshe Emet Day School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN362166955
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Zell Anshe Emet Day School)

Sponsor-wide plan assets over time

All Bernard Zell Anshe Emet Day School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.425535079480696% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22M $26.7M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 110 $22M
2023 1 132 $25M
2024 1 125 $27M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Bernard Zell Anshe Emet Day School Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Bernard Zell Anshe Emet Day School Retirement Plan, Total assets ($B): 0.021971876 · Participants: 110Bernard Zell Anshe Emet Day School Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Bernard Zell Anshe Emet Day School Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Bernard Zell Anshe Emet Day School Retirement Plan side-by-side with 3 peers →

Bernard Zell Anshe Emet Day School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Greensboro College Retirement Plan in NC ($22M); by covered participants it is Valley Christian School System 403(b) Plan in CA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bernard Zell Anshe Emet Day School Retirement Plan assets move in 2022? ▼
Bernard Zell Anshe Emet Day School Retirement Plan pulled back noticeably - down 12.6% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Bernard Zell Anshe Emet Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Zell Anshe Emet Day School's sponsor-wide assets grew 21.4%, from $22M to $27M.
Where does Bernard Zell Anshe Emet Day School Retirement Plan rank by assets among Form 5500 filers? ▼
Bernard Zell Anshe Emet Day School Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bernard Zell Anshe Emet Day School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greensboro College Retirement Plan in NC ($22M, 108 participants).
Which Other plans cover a similar participant headcount to Bernard Zell Anshe Emet Day School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Christian School System 403(b) Plan in CA (110 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362166955.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.