Defined Benefit (Pension) · DOL Form 5500 · 2022
Jewish United Fund of Metropolitan Chicago Pension Plan
Data updated 2026-08-11
- $93M
- Total assets
- 396
- Participants
- 92nd
- Percentile by assets
- $235,164
- Avg per participant
Official DOL plan name: Federation Employees' Retirement Income Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services
$93M in assets, 396 participants
Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Income Plan reported $93M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,164 in Other Services (8,398 peers)
Where Federation Employees' Retirement Income Plan sits by assets
Federation Employees' Retirement Income Plan sits in the top 10% of all filed plans by assets, $93M for 396 participants (~$235,164/participant), down 19.3% in 2022.
- $93M
- total plan assets (2022 EOY)
- 396
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $235,164
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Federation Employees' Retirement Income Plan vs the 2022 asset distribution
By assets, Federation Employees' Retirement Income Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$22M |
| Employer EIN | 362167034 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish United Fund of Metropolitan Chicago)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,940 | $109M |
| 2023 | 2 | 1,900 | $123M |
| 2024 | 2 | 1,814 | $128M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Federation Employees' Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Federation Employees' Retirement Income Plan by total assets, not by location.
- Alaska Ironworkers Pension Plan (AK) $93M · 103
- IBEW Local 712 Pension Trust Fund (PA) $93M · 548
- West Fraser, Inc. Pension Plan (TN) $93M · 1,021
- San Francisco Symphony Retirement Plan (CA) $93M · 92
Frequently Asked Questions
How did Federation Employees' Retirement Income Plan assets move in 2022? ▼
How have Jewish United Fund of Metropolitan Chicago plan assets changed over time? ▼
Where does Federation Employees' Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Federation Employees' Retirement Income Plan? ▼
Next read for Federation Employees' Retirement Income …
Scale reading
Ways to act on Federation Employees' Retirement Income Plan's numbers.
- By total assets, Federation Employees' Retirement Income Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Jewish United Fund of Metropolitan Chicago's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Other Services plans