401(k) · DOL Form 5500 · 2022

United Jewish Federation of Tidewater, Inc. 401(k) Plan

Data updated 2026-07-23

$5M
Total assets
99
Participants
49th
Percentile by assets
$47,982
Avg per participant

Sponsored by United Jewish Federation of Tidewater, Inc. · Virginia · Other Services

What the 2022 filing shows

United Jewish Federation of Tidewater, Inc. 401(k) Plan holds $5M for 99 participants - about $47,982 per participant, in the lower half of filed plans by assets, down 8.2% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
99
covered participants
49th
percentile by assets (of 139,258 plans)
$47,982
avg assets per participant

The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Other Services

401(k) · DOL Form 5500 · 2022

What the Filing Says About United Jewish Federation of Tidewater, Inc. 401(k) Plan

United Jewish Federation of Tidewater, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by United Jewish Federation of Tidewater, Inc., headquartered in Virginia. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 99 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540535603, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets pulled back noticeably from $5M at the beginning of 2022 to $5M at year-end - down 8.2%. Net assets (after liabilities) closed the year at $5M, with reported net income of -$424K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank United Jewish Federation of Tidewater, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income-$424K
Plan Type401(k)
Employer EIN540535603
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Jewish Federation of Tidewater, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

United Jewish Federation of Tidewater, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants United Jewish Federa…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
United Jewish Federation of Tidewater, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Frequently Asked Questions

How much money is in the United Jewish Federation of Tidewater, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, United Jewish Federation of Tidewater, Inc. 401(k) Plan holds $5M in total assets with 99 participants. It is sponsored by United Jewish Federation of Tidewater, Inc..
What type of plan is United Jewish Federation of Tidewater, Inc. 401(k) Plan?
United Jewish Federation of Tidewater, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 540535603.
Who sponsors the United Jewish Federation of Tidewater, Inc. 401(k) Plan?
United Jewish Federation of Tidewater, Inc. 401(k) Plan is sponsored by United Jewish Federation of Tidewater, Inc., located in Virginia. The sponsor's EIN is 540535603 and the plan operates in the Other Services industry.
How did United Jewish Federation of Tidewater, Inc. 401(k) Plan perform in 2022?
United Jewish Federation of Tidewater, Inc. 401(k) Plan pulled back noticeably - down 8.2% during 2022, moving from $5M to $5M in total assets. Net income was -$424K.

What this filing means

Ways to act on United Jewish Federation of Tidewater, Inc. 401(k) Plan's numbers.

  • By total assets, United Jewish Federation of Tidewater, Inc. 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 540535603.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-23.