401(k) · DOL Form 5500 · 2023

Jewish United Fund of Metropolitan Chicago 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,548
Participants Near avg headcount
72nd
Percentile by assets National rank
$12,716
Avg per participant Low balance/head
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Official DOL plan name: Federation Employees' Retirement Savings Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services

$20M in assets, 1,548 participants

Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Savings Plan reported $20M in total assets and 1,548 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,667 in Other Services (7,857 peers)

Jewish United Fund of Metropolitan Chicago multi-year trail

Jewish United Fund of Metropolitan Chicago's plans moved +17.4% in assets from 2022 to 2024; this filing shows Federation Employees' Retirement Savings Plan at $20M / 1,548 participants.

#6,667
in Other Services (7,857 peers)
+21.3%
assets growth YoY

Federation Employees' Retirement Savings Plan's outsized position by total assets

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

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

$19,684,020 Top 28% higher than 72% 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

Federation Employees' Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Federation Employees' Retirement Savings Plan lands in the large band (1,548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Federation Employees' Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Federation Employees' Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2023 · 401(k)

Federation Employees' Retirement Savings Plan · $20M · 1,548 · 72nd

  • BOOK $20M
  • BOOK 1,548
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Continental Currency Services, Inc. 401(k) Retirement Plan
  • BOOK ind #6667

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 Savings Plan in the asset neighbourhood

Itasca Construction Associates, Inc. Profit Sharing and 401(k) PlanItasca Construction Associat…$20MFederation Employees' Retirement Savings PlanFederation Employees' Retire…$20MContinental Currency Services, Inc. 401(k) Retirement PlanContinental Currency Service…$20MW.E. Bowers & Associates Union Retirement PlanW.E. Bowers & Associates Uni…$20MSequoia Equities 401(k) Plan$20M
End-of-year total assets ($M) among Federation Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jewish United Fund of Metropolitan Chicago multi-year asset trail

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

Jewish United Fund of Metropolitan Chicago filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN362167034
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Federation Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Federation Employees' Retirement Savings Plan, Total assets ($B): 0.01968402 · Participants: 1548Federation Employees' Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Federation Employees' Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Federation Employees' Retirement Savings Plan side-by-side with 3 peers →

Federation Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Continental Currency Services, Inc. 401(k) Retirement Plan in CA ($20M); by covered participants it is Costco Puerto Rico Retirement Plan in WA (1,548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,548 participants); asset peers above are excluded.

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 Federation Employees' Retirement Savings Plan assets move in 2023? ▼
Federation Employees' Retirement Savings Plan grew sharply - up 21.3% during 2023, from $16M to $20M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Federation Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Currency Services, Inc. 401(k) Retirement Plan in CA ($20M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Federation Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costco Puerto Rico Retirement Plan in WA (1,548 participants, $107M 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 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.