Other · DOL Form 5500 · 2023

Bernard Zell Anshe Emet Day School Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
132
Participants Small participant base
76th
Percentile by assets National rank
$188,639
Avg per participant Above avg balance/head
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Official DOL plan name: Bernard Zell Anshe Emet Day School Retirement Plan · Sponsored by Bernard Zell Anshe Emet Day School · Illinois · Educational Services

$25M in assets, 132 participants

Bernard Zell Anshe Emet Day School's Bernard Zell Anshe Emet Day School Retirement Plan reported $25M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,262 in Educational Services (3,735 peers)

Coverage in Illinois

Bernard Zell Anshe Emet Day School Retirement Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#2,262
in Educational Services (3,735 peers)
+13.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bernard Zell Anshe Emet Day School Retirement Plan's outsized position by total assets

Bernard Zell Anshe Emet Day School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,900,284 Top 24% higher than 76% of 127,068 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 2023

Bernard Zell Anshe Emet Day School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard Zell Anshe Emet Day School Retirement Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernard Zell Anshe Emet Day School Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bernard Zell Anshe Emet Day School Retirement Plan reported participants rose from 110 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Bernard Zell Anshe Emet Day School Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362166955 · Bernard Zell Anshe Emet Day School PY 2023 · Other

Bernard Zell Anshe Emet Day School Retirement Plan · $25M · 132 · 76th

  • BOY $25M
  • BOY 132
  • BOY 76th
  • BOY Other
  • BOY near Northeast Kingdom Human Services, Inc. DC Plan
  • BOY ind #2262

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 Educational Services retirement plans → · Plans in Illinois →

Bernard Zell Anshe Emet Day School Retirement Plan in the asset neighbourhood

Goodwill of San Antonio Retirement Savings PlanGoodwill of San Antonio Reti…$25MBernard Zell Anshe Emet Day School Retirement PlanBernard Zell Anshe Emet Day …$25MNortheast Kingdom Human Services, Inc. DC PlanNortheast Kingdom Human Serv…$25MEthel Walker School Retirement PlanEthel Walker School Retireme…$25MSilicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25M
End-of-year total assets ($M) among Bernard Zell Anshe Emet Day School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN362166955
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Zell Anshe Emet Day School)

Sponsor-wide plan assets over time

All Bernard Zell Anshe Emet Day School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.425535079480696% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22M $26.7M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 110 $22M
2023 1 132 $25M
2024 1 125 $27M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Bernard Zell Anshe Emet Day School Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Bernard Zell Anshe Emet Day School Retirement Plan, Total assets ($B): 0.024900284 · Participants: 132Bernard Zell Anshe Emet Day School Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Bernard Zell Anshe Emet Day School Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Bernard Zell Anshe Emet Day School Retirement Plan side-by-side with 3 peers →

Bernard Zell Anshe Emet Day School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Northeast Kingdom Human Services, Inc. DC Plan in VT ($25M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bernard Zell Anshe Emet Day School Retirement Plan assets move in 2023? ▼
Bernard Zell Anshe Emet Day School Retirement Plan grew at a solid clip - up 13.3% during 2023, from $22M to $25M. Reported net income was $3M.
How have Bernard Zell Anshe Emet Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Zell Anshe Emet Day School's sponsor-wide assets grew 21.4%, from $22M to $27M.
Where does Bernard Zell Anshe Emet Day School Retirement Plan rank by assets among Form 5500 filers? ▼
Bernard Zell Anshe Emet Day School Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bernard Zell Anshe Emet Day School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northeast Kingdom Human Services, Inc. DC Plan in VT ($25M, 432 participants).
Which Other plans cover a similar participant headcount to Bernard Zell Anshe Emet Day School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362166955.

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.