Other · DOL Form 5500 · 2023

United Jewish Communities of Metrowest Nj Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
385
Participants Below avg headcount
37th
Percentile by assets National rank
$8,556
Avg per participant Low balance/head
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Official DOL plan name: United Jewish Communities of Metrowest Nj Retirement Plan · Sponsored by United Jewish Communities of Metrowest Nj · New Jersey · Healthcare & Social Assistance

$3M in assets, 385 participants

United Jewish Communities of Metrowest Nj's United Jewish Communities of Metrowest Nj Retirement Plan reported $3M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,819 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

United Jewish Communities of Metrowest Nj Retirement Plan covers 385 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#6,819
in Healthcare & Social Assistance (17,684 peers)
+4.0%
assets growth YoY

United Jewish Communities of Metrowest Nj Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

United Jewish Communities of Metrowest Nj Retirement Plan vs every filed plan by assets

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

$3,294,060 37th percentile higher than 37% 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

United Jewish Communities of Metrowest Nj 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. United Jewish Communities of Metrowest Nj Retirement Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Jewish Communities of Metrowest Nj Retirement Plan reported net income fell from $208K in the plan year 2022 filing to $128K in the plan year 2023 filing.
  • United Jewish Communities of Metrowest Nj Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221487222 · United Jewish Communities of Metrowest Nj PY 2023 · Other

United Jewish Communities of Metrowest Nj Retirement Plan · $3M · 385 · 37th

  • NET $3M
  • BOOK 385
  • VS-ST 37th
  • BOY Other
  • SCH near 403(b) Thrift Plan of Union Community Health Center, Inc.
  • EBSA ind #6819

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 Jersey →

United Jewish Communities of Metrowest Nj Retirement Plan in the asset neighbourhood

Community Health Alliance Retirement PlanCommunity Health Alliance Re…$3MSection 403(b) Retirement Plan for Employees of Clayton Health SystemsSection 403(b) Retirement Pl…$3MUnited Jewish Communities of Metrowest Nj Retirement PlanUnited Jewish Communities of…$3M403(b) Thrift Plan of Union Community Health Center, Inc.403(b) Thrift Plan of Union …$3MTlc Operations, Inc. Retirement PlanTlc Operations, Inc. Retirem…$3M
End-of-year total assets ($M) among United Jewish Communities of Metrowest Nj Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$128K
Employer EIN221487222
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Jewish Communities of Metrowest Nj)

Sponsor-wide plan assets over time

All United Jewish Communities of Metrowest Nj plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.787628050598624% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.17M $3.82M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 382 $3M
2023 1 385 $3M
2024 1 401 $4M

Nearby Other Plans in New Jersey

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

United Jewish Communities of Metrowest Nj Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants United Jewish Communities of Metrowest Nj Retirement Plan, Total assets ($B): 0.00329406 · Participants: 385United Jewish Communities of Metrowest Nj Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
United Jewish Communities of Metrowest Nj Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare United Jewish Communities of Metrowest Nj Retirement Plan side-by-side with 3 peers →

United Jewish Communities of Metrowest Nj Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is 403(b) Thrift Plan of Union Community Health Center, Inc. in NY ($3M); by covered participants it is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 United Jewish Communities of Metrowest Nj Retirement Plan assets move in 2023? ▼
United Jewish Communities of Metrowest Nj Retirement Plan edged up modestly - up 4.0% during 2023, from $3M to $3M. Reported net income was $128K.
How have United Jewish Communities of Metrowest Nj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Jewish Communities of Metrowest Nj's sponsor-wide assets grew 20.8%, from $3M to $4M.
Which Other plans are similar in size to United Jewish Communities of Metrowest Nj Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Union Community Health Center, Inc. in NY ($3M, 123 participants).
Which Other plans cover a similar participant headcount to United Jewish Communities of Metrowest Nj Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 participants, N/A 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 221487222.

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.