Other · DOL Form 5500 · 2024
Bernard Zell Anshe Emet Day School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $213,436
- Avg per participant Above avg balance/head
Official DOL plan name: Bernard Zell Anshe Emet Day School Retirement Plan · Sponsored by Bernard Zell Anshe Emet Day School · Illinois · Educational Services
$27M in assets, 125 participants
Bernard Zell Anshe Emet Day School's Bernard Zell Anshe Emet Day School Retirement Plan reported $27M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,163 in Educational Services (3,638 peers)
Coverage in Illinois
Bernard Zell Anshe Emet Day School Retirement Plan covers 125 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $27M.
- #2,163
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bernard Zell Anshe Emet Day School Retirement Plan's outsized position by total assets
Bernard Zell Anshe Emet Day School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,679,468 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bernard Zell Anshe Emet Day School Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard Zell Anshe Emet Day School Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bernard Zell Anshe Emet Day School Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bernard Zell Anshe Emet Day School Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Bernard Zell Anshe Emet Day School Retirement Plan reported participants fell from 132 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362166955 · Bernard Zell Anshe Emet Day School PY 2024 · Other
Bernard Zell Anshe Emet Day School Retirement Plan · $27M · 125 · 75th
- SCH $27M
- SCH 125
- SCH 75th
- SCH Other
- SCH near Sparrow Health System Associate Retirement Plan for 403(b) Transfers
- SCH ind #2163
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 Educational Services retirement plans → · Plans in Illinois →
Bernard Zell Anshe Emet Day School Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 362166955 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernard Zell Anshe Emet Day School)
Sponsor-wide plan assets over time
All Bernard Zell Anshe Emet Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 21.425535079480696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $22M |
| 2023 | 1 | 132 | $25M |
| 2024 | 1 | 125 | $27M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Bernard Zell Anshe Emet Day School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Sparrow Health System Associate Retirement Plan for 403(b) Transfers in MI ($27M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.