Defined Benefit (Pension) · DOL Form 5500 · 2023

Jewish United Fund of Metropolitan Chicago Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
352
Participants Below avg headcount
91st
Percentile by assets National rank
$292,999
Avg per participant High balance/head
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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.

  • #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.

#7,620
in Other Services (7,857 peers)
+10.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$103,135,683 Top 9% higher than 91% 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 Income 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. Federation Employees' Retirement Income Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2023 · Defined Benefit (Pension)

Federation Employees' Retirement Income Plan · $103M · 352 · 91st

  • BOOK $103M
  • BOOK 352
  • BOOK 91st
  • BOOK Defined Benefit (Pension)
  • BOOK near United Refining Company Consolidated Pension Plan
  • BOOK ind #7620

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 Income Plan in the asset neighbourhood

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension PlanSandia Laboratory Federal Cr…$103MUnited Association Plumbers Local 773 Pension PlanUnited Association Plumbers …$103MGrinnell Mutual Retirement PlanGrinnell Mutual Retirement P…$103MFederation Employees' Retirement Income PlanFederation Employees' Retire…$103MUnited Refining Company Consolidated Pension PlanUnited Refining Company Cons…$103M
End-of-year total assets ($M) among Federation Employees' Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$103M
Net Income$10M
Employer EIN362167034
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish United Fund of Metropolitan Chicago)

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

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 Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Federation Employees' Retirement Income Plan, Total assets ($B): 0.103135683 · Participants: 352Federation Employees' Retirement Income PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Federation Employees' Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Federation Employees' Retirement Income Plan side-by-side with 3 peers →

Federation Employees' Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is United Refining Company Consolidated Pension Plan in PA ($103M); by covered participants it is Am General Hourly Retirement Plan in IN (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Federation Employees' Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Am General Hourly Retirement Plan in IN (352 participants, $151M 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.