Defined Benefit (Pension) · DOL Form 5500 · 2024

United Jewish Appeal-Federation of Jewish Philanthropies of Ny Pension Plan

Data updated 2026-08-25

$577M
Total assets Above avg plan size
5,496
Participants Above avg headcount
97th
Percentile by assets National rank
$105,017
Avg per participant Below avg balance/head
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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.

  • #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.

#16,501
in Healthcare & Social Assistance (16,916 peers)
+3.9%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Retirement Plan for Employees of Uja-Federation's outsized position by total assets

Retirement Plan for Employees of Uja-Federation vs every filed plan by assets

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

$577,173,898 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Retirement Plan for Employees of Uja-Federation's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Uja-Federation lands in the large band (5,496 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510172429 · United Jewish Appeal-Federation of Jewish Philanthropies of Ny PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Uja-Federation · $577M · 5,496 · 97th

  • 5500 $577M
  • ASSETS 5,496
  • PCT 97th
  • EIN Defined Benefit (Pension)
  • RANK near Ubs Financial Services Inc. Pension Plan
  • PHOTO ind #16501

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 York →

Retirement Plan for Employees of Uja-Federation in the asset neighbourhood

Atmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$580MUbs Financial Services Inc. Pension PlanUbs Financial Services Inc. …$579MRetirement Plan for Employees of Uja-FederationRetirement Plan for Employee…$577MMsa Pension Plan$575MMid-Atlantic Regional Council of Carpenters' Pension PlanMid-Atlantic Regional Counci…$575M
End-of-year total assets ($M) among Retirement Plan for Employees of Uja-Federation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$555M
Net Assets (End of Year)$577M
Net Income$24M
Employer EIN510172429
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Jewish Appeal-Federation of Jewish Philanthropies of Ny)

Sponsor-wide plan assets over time

All United Jewish Appeal-Federation of Jewish Philanthropies of Ny plans reported in each filing year

Latest sponsor-wide plan assets
$577M 14.117198854897984% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $506M $577M ▲ +14.1%
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 Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Uja-Federation, Total assets ($B): 0.577173898 · Participants: 5496Retirement Plan for Employees of Uja-FederationIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Retirement Plan for Employees of Uja-Federation vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Uja-Federation side-by-side with 3 peers →

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

Retirement Plan for Employees of Uja-Federation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ubs Financial Services Inc. Pension Plan in NJ ($579M); by covered participants it is Pacific Coast Roofers Pension Plan in CA (5,493 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($577M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,496 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Uja-Federation assets move in 2024? ▼
Retirement Plan for Employees of Uja-Federation edged up modestly - up 3.9% during 2024, from $555M to $577M. Reported net income was $24M.
How have United Jewish Appeal-Federation of Jewish Philanthropies of Ny plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Jewish Appeal-Federation of Jewish Philanthropies of Ny's sponsor-wide assets grew 14.1%, from $506M to $577M.
Where does Retirement Plan for Employees of Uja-Federation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Uja-Federation ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Uja-Federation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ubs Financial Services Inc. Pension Plan in NJ ($579M, 973 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Uja-Federation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pacific Coast Roofers Pension Plan in CA (5,493 participants, $700M in assets).

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 510172429.

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.