Defined Benefit (Pension) · DOL Form 5500 · 2023

Jewish United Fund of Metropolitan Chicago Pension Plan

Data updated 2026-08-11

$103M
Total assets: 352
Participants: 91st
Percentile by assets: $292,999
Avg per participant

Official DOL plan name: Federation Employees' Retirement Income Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services

$103M in assets, 352 participants

Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Income Plan reported $103M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,620 in Other Services (7,857 peers)

Coverage in Illinois

Federation Employees' Retirement Income Plan covers 352 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $103M.

$103M
total plan assets (2023 EOY): 352
covered participants: 91st
percentile by assets (of 127,072 plans): $292,999
avg assets per participant

Federation Employees' Retirement Income Plan reported net income rose from -$22M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Federation Employees' Retirement Income Plan reported participants fell from 396 in the plan year 2022 filing to 352 in the plan year 2023 filing.
Federation Employees' Retirement Income Plan end-of-year assets rose from $93M in the plan year 2022 filing to $103M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Other Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Federation Employees' Retirement Income Plan reports 352 participants - about 45% of that state average ($103M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$93M
Net Assets (End of Year)	$103M
Net Income	$10M
Employer EIN	362167034
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jewish United Fund of Metropolitan Chicago)

Total plan assets by year, all Jewish United Fund of Metropolitan Chicago plans on file

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

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Federation Employees' Retirement Income … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Federation Employees' Retirement Income Plan by total assets, not by location.

United Refining Company Consolidated Pension Plan (PA) $103M · 177
Grinnell Mutual Retirement Plan (IA) $103M · 291
United Association Plumbers Local 773 Pension Plan (NY) $103M · 304
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan (NM) $103M · 333

Frequently Asked Questions

How did Federation Employees' Retirement Income Plan assets move in 2023? ▼

Federation Employees' Retirement Income Plan grew at a solid clip - up 10.7% during 2023, from $93M to $103M. Reported net income was $10M.

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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 United Refining Company Consolidated Pension Plan in PA ($103M, 177 participants).

Next read for Federation Employees' Retirement Income …

Filing takeaways

Ways to act on Federation Employees' Retirement Income Plan's numbers.

By total assets, Federation Employees' Retirement Income Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Jewish United Fund of Metropolitan Chicago's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Other Services plans

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.