Defined Benefit (Pension) · DOL Form 5500 · 2022
United Jewish Appeal-Federation of Jewish Philanthropies of Ny Pension Plan
Data updated 2026-08-25
- $506M
- Total assets Above avg plan size
- 5,049
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $100,173
- Avg per participant Below avg balance/head
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.
- #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.
- #19,677
- in Healthcare & Social Assistance (20,060 peers)
- +5.9%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Retirement Plan for Employees of United Jewish's outsized position by total assets
Retirement Plan for Employees of United Jewish vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$505,772,928 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for Employees of United Jewish'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. Retirement Plan for Employees of United Jewish lands in the large band (5,049 participants).
EBSA filing schedule strip
Filing strip 510172429 · United Jewish Appeal-Federation of Jewish Philanthropies of Ny PY 2022 · Defined Benefit (Pension)
Retirement Plan for Employees of United Jewish · $506M · 5,049 · 98th
- 5500 $506M
- ASSETS 5,049
- PCT 98th
- EIN Defined Benefit (Pension)
- RANK near Yale-New Haven Hospital Cash Account Pension Plan
- PHOTO ind #19677
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Retirement Plan for Employees of United Jewish in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Jewish Appeal-Federation of Jewish Philanthropies of Ny plans reported in each filing year
- Latest sponsor-wide plan assets
- $577M 14.117198854897984% vs 2022
- 2024 filing year
| 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.
- 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)
Retirement Plan for Employees of United Jewish's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Yale-New Haven Hospital Cash Account Pension Plan in CT ($505M); by covered participants it is Promedica Health System, Inc. Cash Balance Retirement Plan in OH (5,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($506M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,049 participants); asset peers above are excluded.
- Promedica Health System, Inc. Cash Balance Retirement Plan (OH) 5,047 · 2 off
- Siemens Pension Plan (NJ) 5,058 · 9 off
- Operating Engineers Local No. 825 Pension Fund (NJ) 5,035 · 14 off
- Auto-Owners Insurance Company Retirement Income Plan (MI) 5,024 · 25 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.