Other · DOL Form 5500 · 2024
United Jewish Communities of Metrowest Nj Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 401
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $9,536
- Avg per participant Low balance/head
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.
- #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.
- #6,593
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
United Jewish Communities of Metrowest Nj Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Jewish Communities of Metrowest Nj 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. United Jewish Communities of Metrowest Nj Retirement Plan sits mid-pack in the medium band (401 participants).
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.
DOL schedule card
Filing strip 221487222 · United Jewish Communities of Metrowest Nj PY 2024 · Other
United Jewish Communities of Metrowest Nj Retirement Plan · $4M · 401 · 37th
- ASSETS $4M
- ASSETS 401
- ASSETS 37th
- ASSETS Other
- ASSETS near Leyden Family Service and Mental Health Center Tax Sheltered Annuity Plan
- ASSETS ind #6593
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
United Jewish Communities of Metrowest Nj Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $530K |
| Employer EIN | 221487222 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Jewish Communities of Metrowest Nj)
Sponsor-wide plan assets over time
All United Jewish Communities of Metrowest Nj plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 20.787628050598624% vs 2022
- 2024 filing year
| 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.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
United Jewish Communities of Metrowest Nj Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Leyden Family Service and Mental Health Center Tax Sheltered Annuity Plan in IL ($4M); by covered participants it is Central Park Conservancy 403(b) Retirement Plan in NY (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Leyden Family Service and Mental Health Center Tax Sheltered Annuity Plan (IL) $4M · 84
- Early Learning Coalition of Palm Beach County, Inc., Section 403(b) Defined Contribution Plan (FL) $4M · 169
- Community Action Agency 403(b) Retirement Plan (MI) $4M · 218
- Society for Pediatric Research 403b (TX) $4M · 27
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Central Park Conservancy 403(b) Retirement Plan (NY) 401 · 0 off
- Opportunity Council 403(b) Plan (WA) 401 · 0 off
- 403(b) Thrift Plan of Haynes Family of Programs, Inc. (CA) 400 · 1 off
- Bay State Community Services, Inc. Retirement Plan (MA) 400 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.