Defined Benefit (Pension) · DOL Form 5500 · 2023

United Jewish Appeal-Federation of Jewish Philanthropies of Ny Pension Plan

Data updated 2026-08-25

$555M
Total assets Above avg plan size
5,310
Participants Above avg headcount
98th
Percentile by assets National rank
$104,612
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Employees of United Jewish · Sponsored by United Jewish Appeal-Federation of Jewish Philanthropies of Ny · New York · Healthcare & Social Assistance

$555M in assets, 5,310 participants

United Jewish Appeal-Federation of Jewish Philanthropies of Ny's Retirement Plan for Employees of United Jewish reported $555M in total assets and 5,310 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,291 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Retirement Plan for Employees of United Jewish covers 5,310 participants in New York, 6.7x the typical New York plan (state average ~798 per filing). Assets: $555M.

#17,291
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Retirement Plan for Employees of United Jewish's outsized position by total assets

Retirement Plan for Employees of United Jewish vs every filed plan by assets

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

$555,490,779 Top 2% higher than 98% 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

Retirement Plan for Employees of United Jewish'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. Retirement Plan for Employees of United Jewish lands in the large band (5,310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of United Jewish reported net income rose from $30M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Retirement Plan for Employees of United Jewish end-of-year assets rose from $506M in the plan year 2022 filing to $555M in the plan year 2023 filing.
  • Retirement Plan for Employees of United Jewish reported participants rose from 5,049 in the plan year 2022 filing to 5,310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510172429 · United Jewish Appeal-Federation of Jewish Philanthropies of Ny PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of United Jewish · $555M · 5,310 · 98th

  • BOY $555M
  • SCH 5,310
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near West Virginia Laborers Pension Trust Fund
  • NET ind #17291

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 York →

Retirement Plan for Employees of United Jewish in the asset neighbourhood

West Virginia Laborers Pension Trust FundWest Virginia Laborers Pensi…$556MRetirement Plan for Employees of United JewishRetirement Plan for Employee…$555MIron Workers' Local No. 25 Pension FundIron Workers' Local No. 25 P…$555MInternational Brotherhood of Electrical Workers Local Union 98 Pension PlanInternational Brotherhood of…$555MPlumbers & Pipefitters Local Unions 502 & 633 PensPlumbers & Pipefitters Local…$555M
End-of-year total assets ($M) among Retirement Plan for Employees of United Jewish and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$506M
Net Assets (End of Year)$553M
Net Income$48M
Employer EIN510172429
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Jewish Appeal-Federation of Jewish Philanthropies of Ny)

Sponsor-wide plan assets over time

All United Jewish Appeal-Federation of Jewish Philanthropies of Ny plans reported in each filing year

Latest sponsor-wide plan assets
$577M 14.117198854897984% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $506M $577M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 5,049 $506M
2023 1 5,310 $555M
2024 1 5,496 $577M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of United Jewish vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of United Jewish, Total assets ($B): 0.555490779 · Participants: 5310Retirement Plan for Employees of United JewishIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan for Employees of United Jewish vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of United Jewish side-by-side with 3 peers →

Scale composition for Retirement Plan for Employees of United Jewish

Retirement Plan for Employees of United Jewish reports $555M in end-of-year assets across 5,310 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $104,612 per participant (76% of the national average assets-per-participant) . Net income for plan year 2023 was $48M.

This plan identity (EIN 510172429, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $506M to $577M (+14.1%) while covered participants moved from 5,049 to 5,496 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,049 $506M Open filing
2023 5,310 $555M This page
2024 · index core 5,496 $577M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Retirement Plan for Employees of United Jewish's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is West Virginia Laborers Pension Trust Fund in WV ($556M); by covered participants it is John Hancock Pension Plan in MA (5,302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,310 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 Retirement Plan for Employees of United Jewish assets move in 2023? ▼
Retirement Plan for Employees of United Jewish grew at a solid clip - up 9.8% during 2023, from $506M to $555M. Reported net income was $48M.
How have United Jewish Appeal-Federation of Jewish Philanthropies of Ny plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Jewish Appeal-Federation of Jewish Philanthropies of Ny's sponsor-wide assets grew 14.1%, from $506M to $577M.
Where does Retirement Plan for Employees of United Jewish rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of United Jewish ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of United Jewish? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is West Virginia Laborers Pension Trust Fund in WV ($556M, 1,965 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of United Jewish? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is John Hancock Pension Plan in MA (5,302 participants, $2.0B 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 510172429.

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.