Other · DOL Form 5500 · 2024

United Jewish Communities of Metrowest Nj Retirement Plan

Data updated 2026-08-11

$4M
Total assets
401
Participants
37th
Percentile by assets
$9,536
Avg per participant
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Official DOL plan name: United Jewish Communities of Metrowest Nj Retirement Plan · Sponsored by United Jewish Communities of Metrowest Nj · New Jersey · Healthcare & Social Assistance

$4M in assets, 401 participants

United Jewish Communities of Metrowest Nj's United Jewish Communities of Metrowest Nj Retirement Plan reported $4M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 123,622 plans)
  • #6,593 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

United Jewish Communities of Metrowest Nj Retirement Plan covers 401 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $4M.

$4M
total plan assets (2024 EOY)
401
covered participants
37th
percentile by assets (of 123,622 plans)
$9,536
avg assets per participant

Where United Jewish Communities of Metrowest Nj Retirement Plan sits by total assets

United Jewish Communities of Metrowest Nj Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,824,059 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Jewish Communities of Metrowest Nj Retirement Plan reported net income rose from $128K in the plan year 2023 filing to $530K in the plan year 2024 filing.
  • United Jewish Communities of Metrowest Nj Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • United Jewish Communities of Metrowest Nj Retirement Plan reported participants rose from 385 in the plan year 2023 filing to 401 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. United Jewish Communities of Metrowest Nj Retirement Plan reports 401 participants - about 47% of that state average ($4M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$530K
Employer EIN221487222
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Jewish Communities of Metrowest Nj)

$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.17M $3.82M ▲ +20.5%
Total plan assets by year, all United Jewish Communities of Metrowest Nj plans on file
Year Plans Participants Total Assets
2022 1 382 $3M
2023 1 385 $3M
2024 1 401 $4M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

United Jewish Communities of Metrowest Nj Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants United Jewish Commun…, Total assets ($B): 0.003824059 · Participants: 401United Jewish Commun…Consolidated 403(b) …, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) …Princeton University…, Total assets ($B): 1.735336458 · Participants: 8763Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 4…Atlantic Health Syst…, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health Syst…Educational Testing …, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing …
United Jewish Communities of Metrowest Nj Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare United Jewish Communities of Metrowest N… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to United Jewish Communities of Metrowest Nj Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did United Jewish Communities of Metrowest Nj Retirement Plan assets move in 2024? ▼
United Jewish Communities of Metrowest Nj Retirement Plan grew sharply - up 16.1% during 2024, from $3M to $4M. Reported net income was $530K.
How have United Jewish Communities of Metrowest Nj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Jewish Communities of Metrowest Nj's sponsor-wide assets grew 20.8%, from $3M to $4M.
Which Other plans are similar in size to United Jewish Communities of Metrowest Nj Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Leyden Family Service and Mental Health Center Tax Sheltered Annuity Plan in IL ($4M, 84 participants).

Next read for United Jewish Communities of Metrowest N…

Filing takeaways

Ways to act on United Jewish Communities of Metrowest Nj Retirement Plan's numbers.

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 221487222.

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.