Defined Benefit (Pension) · DOL Form 5500 · 2024
United Jewish Appeal-Federation of Jewish Philanthropies of Ny Pension Plan
Data updated 2026-08-11
- $577M
- Total assets
- 5,496
- Participants
- 97th
- Percentile by assets
- $105,017
- Avg per participant
Official DOL plan name: Retirement Plan for Employees of Uja-Federation · Sponsored by United Jewish Appeal-Federation of Jewish Philanthropies of Ny · New York · Healthcare & Social Assistance
$577M in assets, 5,496 participants
United Jewish Appeal-Federation of Jewish Philanthropies of Ny's Retirement Plan for Employees of Uja-Federation reported $577M in total assets and 5,496 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #16,501 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Retirement Plan for Employees of Uja-Federation covers 5,496 participants in New York, 6.9x the typical New York plan (state average ~798 per filing). Assets: $577M.
- $577M
- total plan assets (2024 EOY)
- 5,496
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $105,017
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Uja-Federation reported net income fell from $48M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Retirement Plan for Employees of Uja-Federation end-of-year assets rose from $555M in the plan year 2023 filing to $577M in the plan year 2024 filing.
- Retirement Plan for Employees of Uja-Federation reported participants rose from 5,310 in the plan year 2023 filing to 5,496 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Retirement Plan for Employees of Uja-Federation reports 5,496 participants - 6.9x that state average ($577M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $555M |
|---|---|
| Net Assets (End of Year) | $577M |
| Net Income | $24M |
| Employer EIN | 510172429 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Jewish Appeal-Federation of Jewish Philanthropies of Ny)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,049 | $506M |
| 2023 | 1 | 5,310 | $555M |
| 2024 | 1 | 5,496 | $577M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan for Employees of Uja-Federation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Scale composition for Retirement Plan for Employees of Uja-Federation
Retirement Plan for Employees of Uja-Federation reports $577M in end-of-year assets across 5,496 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $105,017 per participant (76% of the national average assets-per-participant) . Net income for plan year 2024 was $24M.
This plan identity (EIN 510172429, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $506M to $577M (+14.1%) while covered participants moved from 5,049 to 5,496 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,049 | $506M | Open filing |
| 2023 | 5,310 | $555M | Open filing |
| 2024 · index core | 5,496 | $577M | This page |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Uja-Federation by total assets, not by location.
- Ubs Financial Services Inc. Pension Plan (NJ) $579M · 973
- Msa Pension Plan (PA) $575M · 1,649
- Mid-Atlantic Regional Council of Carpenters' Pension Plan (MD) $575M · 3,948
- Atmos Energy Corporation Pension Account Plan (TX) $580M · 1,882
Frequently Asked Questions
How did Retirement Plan for Employees of Uja-Federation assets move in 2024? ▼
How have United Jewish Appeal-Federation of Jewish Philanthropies of Ny plan assets changed over time? ▼
Where does Retirement Plan for Employees of Uja-Federation rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Uja-Federation? ▼
Next read for Retirement Plan for Employees of Uja-Fed…
Filing takeaways
Ways to act on Retirement Plan for Employees of Uja-Federation's numbers.
- By total assets, Retirement Plan for Employees of Uja-Federation ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- United Jewish Appeal-Federation of Jewish Philanthropies of Ny's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans