401(k) · DOL Form 5500 · 2024
Jewish United Fund of Metropolitan Chicago 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,507
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $15,115
- Avg per participant Low balance/head
Official DOL plan name: Federation Employees' Retirement Savings Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services
$23M in assets, 1,507 participants
Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Savings Plan reported $23M in total assets and 1,507 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,585 in Other Services (7,719 peers)
Jewish United Fund of Metropolitan Chicago multi-year trail
Jewish United Fund of Metropolitan Chicago's plans moved +17.4% in assets from 2022 to 2024; this filing shows Federation Employees' Retirement Savings Plan at $23M / 1,507 participants.
- #6,585
- in Other Services (7,719 peers)
- +15.7%
- assets growth YoY
Federation Employees' Retirement Savings Plan's outsized position by total assets
Federation Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,778,382 Top 27% higher than 73% 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
Federation Employees' Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Federation Employees' Retirement Savings Plan lands in the large band (1,507 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Federation Employees' Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Federation Employees' Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Federation Employees' Retirement Savings Plan reported participants fell from 1,548 in the plan year 2023 filing to 1,507 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2024 · 401(k)
Federation Employees' Retirement Savings Plan · $23M · 1,507 · 73rd
- BOY $23M
- SCH 1,507
- EBSA 73rd
- PART 401(k)
- TYPE near Standard Steel, LLC Thrift Plan for Salaried Employees of the Standard Steel Division
- NET ind #6585
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 Savings Plan in the asset neighbourhood
Jewish United Fund of Metropolitan Chicago multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,940 | $109M |
| 2023 | 2 | 1,900 | $123M |
| 2024 | 2 | 1,814 | $128M |
Jewish United Fund of Metropolitan Chicago filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 362167034 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Federation Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Standard Steel, LLC Thrift Plan for Salaried Employees of the Standard Steel Division in PA ($23M); by covered participants it is Lima Memorial Health System 401(k) Plan in OH (1,507 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Standard Steel, LLC Thrift Plan for Salaried Employees of the Standard Steel Division (PA) $23M · 108
- Hawk Ridge Systems LLC 401(k) Profit Sharing Plan & Trust (CA) $23M · 394
- Cosmo International Corp 401(k) Profit Sharing Plan & Trust (FL) $23M · 142
- Kickhaefer Manufacturing Company 401(k) Plan (WI) $23M · 267
Similar participant headcount
Nearest other-state filings by covered participants (1,507 participants); asset peers above are excluded.
- Lima Memorial Health System 401(k) Plan (OH) 1,507 · 0 off
- Legend Senior Living, LLC 401(k) Plan (KS) 1,507 · 0 off
- Academy Salary Savings Plan (NJ) 1,507 · 0 off
- Promega Salary Deferral Profit Sharing Plan (WI) 1,507 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.