Defined Benefit (Pension) · DOL Form 5500 · 2024

Jewish United Fund of Metropolitan Chicago Pension Plan

Data updated 2026-08-06

$106M
Total assets: 307
Participants: 91st
Percentile by assets: $343,960
Avg per participant

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.

91st percentile by assets (of 116,472 plans)

Coverage in Illinois

Federation Employees' Retirement Income Plan covers 307 participants in Illinois, about 40% of the average Illinois filer (state average ~768 per filing). Assets: $106M.

$106M
total plan assets (2024 EOY): 307
covered participants: 91st
percentile by assets (of 116,472 plans): $343,960
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Other Services

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Federation Employees' Retirement Income Plan reports 307 participants - about 40% of that state average ($106M EOY assets).

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)

Total plan assets by year, all Jewish United Fund of Metropolitan Chicago plans on file

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.

Federation Employees' Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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
Exelon Corporation Retirement Program $6.1B · 8,898

Compare Federation Employees' Retirement Income … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Federation Employees' Retirement Income Plan by total assets, not by location.

Ttx Company Pension Plan (NC) $106M · 365
Wausau Paper Corp. Retirement Plan (PA) $106M · 230
Bss Retirement Plan for Bargained Employees (WA) $105M · 238
Siltronic Corporation Pension Plan (OR) $105M · 153

Frequently Asked Questions

How did Federation Employees' Retirement Income Plan assets move in 2024? ▼

Federation Employees' Retirement Income Plan edged up modestly - up 2.4% during 2024, from $103M to $106M. Reported net income was $2M.

How have Jewish United Fund of Metropolitan Chicago plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jewish United Fund of Metropolitan Chicago's sponsor-wide assets grew 17.4%, from $109M to $128M.

Where does Federation Employees' Retirement Income Plan rank by assets among Form 5500 filers? ▼

Federation Employees' Retirement Income Plan ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Federation Employees' Retirement Income Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ttx Company Pension Plan in NC ($106M, 365 participants).

Next read for Federation Employees' Retirement Income …

Filing takeaways

Ways to act on Federation Employees' Retirement Income Plan's numbers.

By total assets, Federation Employees' Retirement Income Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Jewish United Fund of Metropolitan Chicago's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362167034.

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.