Defined Benefit (Pension) · DOL Form 5500 · 2024
Jewish United Fund of Metropolitan Chicago Pension Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 307
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $343,960
- Avg per participant High balance/head
Official DOL plan name: Federation Employees' Retirement Income Plan · Sponsored by Jewish United Fund of Metropolitan Chicago · Illinois · Other Services
$106M in assets, 307 participants
Jewish United Fund of Metropolitan Chicago's Federation Employees' Retirement Income Plan reported $106M in total assets and 307 participants in its 2024 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.
- #7,463 in Other Services (7,719 peers)
Coverage in Illinois
Federation Employees' Retirement Income Plan covers 307 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $106M.
- #7,463
- in Other Services (7,719 peers)
- +2.4%
- assets growth YoY
- 1.1×
- 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 2024 · DOL Form 5500
$105,595,576 Top 9% higher than 91% 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 Income 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. Federation Employees' Retirement Income Plan sits mid-pack in the medium band (307 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Federation Employees' Retirement Income Plan reported net income fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Federation Employees' Retirement Income Plan reported participants fell from 352 in the plan year 2023 filing to 307 in the plan year 2024 filing.
- Federation Employees' Retirement Income Plan end-of-year assets rose from $103M in the plan year 2023 filing to $106M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362167034 · Jewish United Fund of Metropolitan Chicago PY 2024 · Defined Benefit (Pension)
Federation Employees' Retirement Income Plan · $106M · 307 · 91st
- EBSA $106M
- PART 307
- TYPE 91st
- NET Defined Benefit (Pension)
- BOOK near Ttx Company Pension Plan
- VS-ST ind #7463
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $2M |
| Employer EIN | 362167034 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
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 Ttx Company Pension Plan in NC ($106M); by covered participants it is Local 6559 Pension Fund in NY (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Ttx Company Pension Plan (NC) $106M · 365
- Contitech USA, LLC Defined Benefit Plan (SC) $105M · 338
- Wausau Paper Corp. Retirement Plan (PA) $106M · 230
- Bss Retirement Plan for Bargained Employees (WA) $105M · 238
Similar participant headcount
Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.
- Local 6559 Pension Fund (NY) 307 · 0 off
- Susquehanna Laborers Combined Pension Fund (PA) 307 · 0 off
- Knoxville Tva Employees Credit Union Defined Benefit Plan (TN) 306 · 1 off
- Dairy Farmers of America, Inc. Retirement Plan (KS) 308 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.