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Employer · plans filed under one EIN

Jewish Federation Council of Greater Los Angeles

Los Angeles, CA · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$142Mnet assets across plans
1,969participant records169 active
$5.5Memployer contributions, latest plan years$32,663 per active record
$794KSchedule C compensation to organisations$403.31 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Jewish Federation Council of Greater Los Angeles's employer identification number (Los Angeles, California). Their latest filings total 1,969 participant records and $142M in net assets.

The largest is Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles, a defined benefit pension plan with 1,803 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.5M and participant contributions $14K in the latest plan years; benefits paid were $13.3M. Schedule C compensation reported to service provider organisations totalled $794K.

Combined net assets moved from $67.4M in 2009 to $142M in 2024 (up 110%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angelesdefined benefit pension plan20241,803$136M$75,594$56,180$761K
Jewish Federation Council of Greater Los Angeles Defined Contribution Planmoney purchase plan2024166$5.3M$31,656$6,501$34K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $67.4M2010: $76.5M2011: $75.9M2012: $87.4M2013: $100M2014: $117M2015: $112M2016: $116M2017: $128M2018: $112M2019: $129M2020: $137M2021: $147M2022: $126M2023: $134M2024: $142M$67.4M$147M$142M20092012201620202024
Combined net assets
2009: 2,2762010: 2,3082011: 2,3452012: 2,4132013: 2,4432014: 2,4392015: 2,5122016: 2,5482017: 2,3572018: 2,1302019: 2,1162020: 2,1002021: 2,0682022: 1,9932023: 2,0522024: 1,9692,2762,5481,96920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,969$142M$5.5M$14K
202322,052$134M$5.4M$23K
202221,993$126M$5.4M$29K
202122,068$147M$8.3M$28K
202022,100$137M$6.0M$30K
201922,116$129M$6.1M$29K
201822,130$112M$6.0M$44K
201722,357$128M$6.5M$40K
201622,548$116M$7.2M$42K
201522,512$112M$7.2M$51K
201422,439$117M$21.9M$54K
201322,443$100M$9.5M$46K
201222,413$87.4M$8.9M$49K
201122,345$75.9M$7.5M$50K
201022,308$76.5M$7.0M$51K
200922,276$67.4M$6.9M$55K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Evoke AdvisorsInvestment advisory (plan)1$225,000
Empower Annuity Ins. Co. of America—2$204,102
Horizon Actuarial Services, LLCActuarial; Consulting (pension)1$182,135
U.S. Bank NATrustee (bank, trust company, or similar financial institution)1$100,810
Mitchell Silberberg & Knupp LLPLegal1$30,755
Miller Kaplan Arase LLPAccounting (including auditing)1$28,000
Arthur J Gallagher Ins. BrokersInsurance services1$18,910
Empower Advisory Group, LLCInvestment management1$4,413

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Evoke Advisors$225K
Empower Annuity Ins. Co. of America$204K
Horizon Actuarial Services, LLC$182K
U.S. Bank NA$101K
Mitchell Silberberg & Knupp LLP$31K
Miller Kaplan Arase LLP$28K
Arthur J Gallagher Ins. Brokers$19K
Empower Advisory Group, LLC$4,413

Questions and answers

How many retirement plans does Jewish Federation Council of Greater Los Angeles have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles and Jewish Federation Council of Greater Los Angeles Defined Contribution Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Jewish Federation Council of Greater Los Angeles contribute to its plans?

$5,520,045 in employer contributions across these plans in their latest plan years, about $32,663 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Evoke Advisors, Empower Annuity Ins. Co. of America, Horizon Actuarial Services, LLC and U.S. Bank NA and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.