Assets by plan
Share of aggregate retirement assets
Filings through .
Jewish United Fund of Metropolitan Chicago
EIN 36-2167034Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
3
$137.1M assets
Health & Benefits
0
Participants
3,870
30 SOUTH WELLS STREET, ROOM 4047 - CHICAGO, IL 60606312-346-6700
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $137.1M assets / 3,870 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$132.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#009
FEDERATION EMPLOYEES' RETIREMENT INCOME PLAN
Traditional DB
Assets$105.6M
Participants1,330
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008
FEDERATION EMPLOYEES' RETIREMENT SAVINGS TRUST PLAN
401(k)
Assets$27.1M
Participants2,282
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
FEDERATION UPWARD TRACK UNTIL RETIREMENT (FUTURE) PLAN
401(k)
Assets$4.4M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #009 | FEDERATION EMPLOYEES' RETIREMENT INCOME PLAN | Traditional DB | $105.6M | 1,330 | 2024 |
| #008 | FEDERATION EMPLOYEES' RETIREMENT SAVINGS TRUST PLAN | 401(k) | $27.1M | 2,282 | 2025 |
| #010 | FEDERATION UPWARD TRACK UNTIL RETIREMENT (FUTURE) PLAN | 401(k) | $4.4M | 258 | 2025 |
- #009 · Traditional DB · 20241,330
- #008 · 401(k) · 20252,282
- #010 · 401(k) · 2025258
Retirement plans