401(k) · DOL Form 5500 · 2022

Jewish United Fund of Metropolitan Chicago 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,544
Participants Near avg headcount
74th
Percentile by assets National rank
$10,507
Avg per participant Low balance/head
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Official DOL plan name: Federation Employees' Retirement Savings Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services

$16M in assets, 1,544 participants

Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Savings Plan reported $16M in total assets and 1,544 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,157 in Other Services (8,398 peers)

Jewish United Fund of Metropolitan Chicago multi-year trail

Jewish United Fund of Metropolitan Chicago's plans moved +17.4% in assets from 2022 to 2024; this filing shows Federation Employees' Retirement Savings Plan at $16M / 1,544 participants.

#7,157
in Other Services (8,398 peers)
-12.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Federation Employees' Retirement Savings Plan's outsized position by total assets

Federation Employees' Retirement Savings Plan vs every filed plan by assets

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

$16,222,471 Top 26% higher than 74% 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

Federation Employees' Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Federation Employees' Retirement Savings Plan lands in the large band (1,544 participants).

Form 5500 schedule snapshot

Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2022 · 401(k)

Federation Employees' Retirement Savings Plan · $16M · 1,544 · 74th

  • PART $16M
  • TYPE 1,544
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Port Erie Plastics, Inc. Retirement Plan
  • BOY ind #7157

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 Other Services retirement plans → · Plans in Illinois →

Federation Employees' Retirement Savings Plan in the asset neighbourhood

Federation Employees' Retirement Savings PlanFederation Employees' Retire…$16MPort Erie Plastics, Inc. Retirement PlanPort Erie Plastics, Inc. Ret…$16MStrategic Pharmaceutical Solutions 401(k) Profit Sharing Plan and TrustStrategic Pharmaceutical Sol…$16MKc Engineering and Land Surveying, P.C. Profit Sharing 401(k) PlanKc Engineering and Land Surv…$16MOrbital Energy Group 401(k) PlanOrbital Energy Group 401(k) …$16M
End-of-year total assets ($M) among Federation Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jewish United Fund of Metropolitan Chicago multi-year asset trail

Sponsor-wide plan assets over time

All Jewish United Fund of Metropolitan Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.40021369527248% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $109M $128M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 1,940 $109M
2023 2 1,900 $123M
2024 2 1,814 $128M

Jewish United Fund of Metropolitan Chicago filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN362167034
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Federation Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Federation Employees' Retirement Savings Plan, Total assets ($B): 0.016222471 · Participants: 1544Federation Employees' Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Federation Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Federation Employees' Retirement Savings Plan side-by-side with 3 peers →

Federation Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Port Erie Plastics, Inc. Retirement Plan in PA ($16M); by covered participants it is M S International, Inc. 401(k) Profit Sharing Plan in CA (1,544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,544 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 Federation Employees' Retirement Savings Plan assets move in 2022? ▼
Federation Employees' Retirement Savings Plan pulled back noticeably - down 12.1% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Jewish United Fund of Metropolitan Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish United Fund of Metropolitan Chicago's sponsor-wide assets grew 17.4%, from $109M to $128M.
Which 401(k) plans are similar in size to Federation Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Port Erie Plastics, Inc. Retirement Plan in PA ($16M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Federation Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M S International, Inc. 401(k) Profit Sharing Plan in CA (1,544 participants, $60M 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 362167034.

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.