Defined Benefit (Pension) · DOL Form 5500 · 2022

Jewish United Fund of Metropolitan Chicago Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
396
Participants Below avg headcount
92nd
Percentile by assets National rank
$235,164
Avg per participant Above avg balance/head
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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.

  • #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.

#8,164
in Other Services (8,398 peers)
-19.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$93,124,824 Top 8% higher than 92% 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 Income 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. Federation Employees' Retirement Income Plan sits mid-pack in the medium band (396 participants).

Plan-year Form 5500 strip

Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2022 · Defined Benefit (Pension)

Federation Employees' Retirement Income Plan · $93M · 396 · 92nd

  • PCT $93M
  • PCT 396
  • PCT 92nd
  • PCT Defined Benefit (Pension)
  • PCT near Alaska Ironworkers Pension Plan
  • PCT ind #8164

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 Income Plan in the asset neighbourhood

Federation Employees' Retirement Income PlanFederation Employees' Retire…$93MAlaska Ironworkers Pension PlanAlaska Ironworkers Pension P…$93MIBEW Local 712 Pension Trust FundIBEW Local 712 Pension Trust…$93MWest Fraser, Inc. Pension PlanWest Fraser, Inc. Pension Pl…$93MSan Francisco Symphony Retirement PlanSan Francisco Symphony Retir…$93M
End-of-year total assets ($M) among Federation Employees' Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$93M
Net Income-$22M
Employer EIN362167034
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish United Fund of Metropolitan Chicago)

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

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 Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Federation Employees' Retirement Income Plan, Total assets ($B): 0.093124824 · Participants: 396Federation Employees' Retirement Income PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Federation Employees' Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Federation Employees' Retirement Income Plan side-by-side with 3 peers →

Federation Employees' Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Alaska Ironworkers Pension Plan in AK ($93M); by covered participants it is The Scripps Research Institute Cash Balance Retirement Plan in CA (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Income Plan assets move in 2022? ▼
Federation Employees' Retirement Income Plan declined sharply - down 19.3% during 2022, from $115M to $93M. Reported net income was -$22M.
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.
Where does Federation Employees' Retirement Income Plan rank by assets among Form 5500 filers? ▼
Federation Employees' Retirement Income Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Federation Employees' Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alaska Ironworkers Pension Plan in AK ($93M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Federation Employees' Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scripps Research Institute Cash Balance Retirement Plan in CA (396 participants, $65M 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.