Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jewish Federation Council of Greater Los Angeles · California · Other Services

What the 2023 filing shows

Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles holds $122M for 124 participants — about $984,145 per participant, down 14.6% over the 2022 plan year.

$122M
total plan assets (2022 EOY)
124
covered participants
$984,145
avg assets per participant
-14.6%
assets change YoY

The plan reported a net loss of $21M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$122M
Participants
124
State
Industry
Other Services

What the Filing Says About Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles

Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles is a Defined Benefit (Pension) retirement plan sponsored by Jewish Federation Council of Greater Los Angeles, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 124 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951643388, and the plan has been effective since 1982-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $143M at the beginning of 2022 to $122M at year-end — a decline of 14.6%. Net assets (after liabilities) closed the year at $122M, with reported net income of $-20,796,506 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$143M
Total Assets (End of Year)$122M
Net Assets (End of Year)$122M
Net Income$-20,796,506
Plan TypeDefined Benefit (Pension)
Employer EIN951643388
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Federation Council of Greater Los Angeles)

Year Plans Participants Total Assets
2022 2 212 $126M
2023 2 186 $134M
2024 2 179 $142M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles?
As of the 2022 Form 5500 filing, Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles holds $122M in total assets with 124 participants. It is sponsored by Jewish Federation Council of Greater Los Angeles.
What type of plan is Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles?
Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles is a Defined Benefit (Pension) plan. It has been effective since 1982-09-01. The plan is filed with the U.S. Department of Labor under EIN 951643388.
Who sponsors the Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles?
Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles is sponsored by Jewish Federation Council of Greater Los Angeles, located in California. The sponsor's EIN is 951643388 and the plan operates in the Other Services industry.
How did Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles perform in 2022?
Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles declined by 14.6% during 2022, moving from $143M to $122M in total assets. Net income was $-20,796,506.
Where can I find official filings for Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles?
Official Form 5500 filings for Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951643388 or plan name at efast.dol.gov.
How does Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles compare to other plans?
You can compare Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951643388.

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.