Defined Benefit (Pension) · DOL Form 5500 · 2022
United Jewish Appeal-Federation of Jewish Philanthropies of Ny Pension Plan
Data updated 2026-08-11
- $506M
- Total assets
- 5,049
- Participants
- 98th
- Percentile by assets
- $100,173
- Avg per participant
Official DOL plan name: Retirement Plan for Employees of United Jewish · Sponsored by United Jewish Appeal-Federation of Jewish Philanthropies of Ny · New York · Healthcare & Social Assistance
$506M in assets, 5,049 participants
United Jewish Appeal-Federation of Jewish Philanthropies of Ny's Retirement Plan for Employees of United Jewish reported $506M in total assets and 5,049 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,677 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Retirement Plan for Employees of United Jewish covers 5,049 participants in New York, 6.3x the typical New York plan (state average ~798 per filing). Assets: $506M.
- $506M
- total plan assets (2022 EOY)
- 5,049
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $100,173
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Retirement Plan for Employees of United Jewish reports 5,049 participants - 6.3x that state average ($506M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $478M |
|---|---|
| Net Assets (End of Year) | $505M |
| Net Income | $30M |
| Employer EIN | 510172429 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Jewish Appeal-Federation of Jewish Philanthropies of Ny)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,049 | $506M |
| 2023 | 1 | 5,310 | $555M |
| 2024 | 1 | 5,496 | $577M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan for Employees of United Jewish vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for Retirement Plan for Employees of United Jewish
Retirement Plan for Employees of United Jewish reports $506M in end-of-year assets across 5,049 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $100,173 per participant (72% of the national average assets-per-participant) . Net income for plan year 2022 was $30M.
This plan identity (EIN 510172429, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $506M to $577M (+14.1%) while covered participants moved from 5,049 to 5,496 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,049 | $506M | This page |
| 2023 | 5,310 | $555M | Open filing |
| 2024 · index core | 5,496 | $577M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Retirement Plan for Employees of Uja-Federation (Defined Benefit (Pension), $577M, 5,496 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of United Jewish by total assets, not by location.
- Yale-New Haven Hospital Cash Account Pension Plan (CT) $505M · 16,544
- Teamsters Local Union No. 727 Pension Plan (IL) $505M · 2,423
- Philips North America Pension Plan (MA) $504M · 1,976
- Old Republic International Employees Retirement Plan (IL) $507M · 744
Frequently Asked Questions
How did Retirement Plan for Employees of United Jewish assets move in 2022? ▼
How have United Jewish Appeal-Federation of Jewish Philanthropies of Ny plan assets changed over time? ▼
Where does Retirement Plan for Employees of United Jewish rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of United Jewish? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of United Jewish's numbers.
- By total assets, Retirement Plan for Employees of United Jewish ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- United Jewish Appeal-Federation of Jewish Philanthropies of Ny's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans