New York › Health care and social assistance › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Oct 2024 to 30 Sep 2025
Retirement Plan for Employees of Uja-Federation
Sponsored by United Jewish Appeal-Federation of Jewish Philanthropies of NY, New York, NY
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
United Jewish Appeal-Federation of Jewish Philanthropies of NY of New York, New York sponsors Retirement Plan for Employees of Uja-Federation, a defined benefit pension plan. Its Form 5500 for the plan year ending 30 Sep 2025 shows 13,750 participants (4,970 active) and $577M in net assets. It is a multiple-employer plan covering the employees of more than one employer.
Net assets came to $41,938 per participant, well below the $87,623 median for defined benefit plans with 5,000 to 24,999 participants and well below the $62,049 median for defined benefit plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $26.1M for the year ($5,253 per active participant) and benefits paid were $46.0M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 15 service provider organisations paid $5,000 or more, with reported compensation of $2.3M: $170 per participant, well below the same-size median of $232. Administrative expenses charged to the plan were $4.1M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $303M in 2009 to $577M in 2024 (up 91%), and participants from 11,109 to 13,750 (up 24%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $41,938 | $87,623 | $62,049 | $86,221 |
| Employer contributions per active participant | $5,253 | $9,468 | $7,491 | $10,244 |
| Schedule C compensation per participant | $170 | $232 | $248 | $344 |
| Schedule C compensation, share of net assets | 0.41% | 0.30% | 0.39% | 0.42% |
| Administrative expenses per participant | $298 | $396 | $427 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 5,000 to 24,999 participants (651 plans), health care and social assistance (542) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 13,750 | $577M | $41,938 | $26.1M | $1.1M | $2.3M |
| 2023 | 13,746 | $553M | $40,206 | $26.5M | $1.1M | $2.3M |
| 2022 | 13,267 | $505M | $38,060 | $37.5M | $1.0M | $2.7M |
| 2021 | 13,221 | $475M | $35,904 | $23.1M | $974K | $2.6M |
| 2020 | 13,412 | $564M | $42,058 | $21.6M | $1.1M | $2.8M |
| 2019 | 12,943 | $462M | $35,702 | $20.9M | $1.1M | $2.9M |
| 2018 | 12,747 | $458M | $35,909 | $36.3M | $1.1M | $3.3M |
| 2017 | 12,361 | $461M | $37,288 | $28.5M | $1.1M | $2.9M |
| 2016 | 11,926 | $447M | $37,477 | $23.3M | $1.1M | $3.3M |
| 2015 | 12,324 | $417M | $33,816 | $23.9M | $1.1M | $3.1M |
| 2014 | 12,076 | $403M | $33,399 | $20.1M | $1.5M | $2.9M |
| 2013 | 12,059 | $424M | $35,156 | $23.9M | $1.6M | $2.7M |
| 2012 | 11,605 | $395M | $34,039 | $22.2M | $1.7M | $3.3M |
| 2011 | 11,662 | $348M | $29,877 | $23.0M | $1.8M | $2.9M |
| 2010 | 11,423 | $314M | $27,505 | $23.1M | $2.0M | $3.4M |
| 2009 | 11,109 | $303M | $27,243 | $44.6M | $2.1M | $2.4M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$552,678,138
- Employer contributions$26,109,309
- Participant contributions$1,113,336
- Rollovers and other contributions—
- Total contributions$27,222,645
- Total income, including investment results$74,125,526
- Benefits paid$46,049,245
- Administrative expenses$4,101,269
- Total expenses$50,150,514
- Net income$23,975,012
- Net transfers$0
- Net assets, end of year$576,653,150
Participants
- Active participants4,970
- Retired or separated, receiving benefits4,458
- Retired or separated, entitled to future benefits3,954
- Total participants, end of year13,750
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Milliman, Inc. | Actuarial | $971,535 | $0 |
| The Bank of New York Mellon | Custodial (other than securities) | $259,916 | $0 |
| Proskauer Rose LLP | Legal | $189,086 | $0 |
| Shapiro Capital Management LLC | Investment management | $164,654 | $0 |
| Maren Capital LLC | Investment management | $143,512 | $0 |
| Wellington Management Company, LLP | Investment management | $136,966 | $3,168 |
| KPMG, LLP | Accounting (including auditing) | $73,500 | $0 |
| RSM US LLP | Accounting (including auditing) | $56,946 | $0 |
| David Polk & Wardwell LLP | Legal | $48,603 | $0 |
| Msci Inc. (Formerly the Burgiss Gro | Recordkeeping and information management | $45,203 | $0 |
| Bloomberg LP DBA Bloomberg Finance | Direct payment from the plan; Other fees | $40,631 | $0 |
| Uja-Federation of New York, Inc. | Plan Administrator | $39,591 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. 3 smaller rows are not shown. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$1,922,243
- Actuarial fees$971,535
- Other administrative expenses$628,011
- Trustee and custodial fees$259,916
- Legal fees$237,688
- IQPA audit fees$56,946
- Recordkeeping fees$24,930
- Total administrative expenses$4,101,269
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Other investments$392M · 67.9%
- Registered investment companies (mutual funds)$97.8M · 16.9%
- Corporate stocks$54.6M · 9.5%
- Receivables$24.2M · 4.2%
- Cash (interest and non-interest bearing)$8.6M · 1.5%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmRSM US LLP
- Participant contributions reported as transmitted lateYes, $15,715
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 624100: Individual & Family Services.
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | 13,994 | $613M | $43,787 |
| Nyu Langone Hospitals Retirement Plan | Nyu Langone Hospitals | 13,622 | $1.47B | $107,692 |
| Rochester General Health System Employee Retirement Plan | Rochester General Health System | 15,575 | $714M | $45,846 |
| The Albany Medical Center Retirement Plan | Albany Med Health System | 13,571 | $290M | $21,344 |
| Newyork-Presbyterian Pension Plan | The New York and Presbyterian Hospital | 38,699 | $2.50B | $64,523 |
| 1199 SEIU Regional Pension Fund | Trustees of 1199 SEIU Regional Pension Fund | 13,121 | $232M | $17,647 |
Defined benefit plans in health care and social assistance closest in size.
Questions and answers
How big is Retirement Plan for Employees of Uja-Federation?
13,750 participants at the end of the plan year ending 30 Sep 2025, of whom 4,970 were active employees, with net assets of $576,653,150. Among defined benefit plans that places it in the 5,000 to 24,999 participants band, which held 651 plans in plan year 2024.
What does United Jewish Appeal-Federation of Jewish Philanthropies of NY contribute per participant?
The filing reports $26,109,309 in employer contributions for the year, which is $5,253 per active participant; the median for plans of the same type and size was $9,468 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $2,340,791 in compensation to service provider organisations, $170 per participant or 0.41% of net assets. The same-size median among plans reporting any Schedule C compensation was $232 per participant. Administrative expenses on Schedule H were $4,101,269. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is United Jewish Appeal-Federation of Jewish Philanthropies of NY. Recordkeeping or administration: Msci Inc. (Formerly the Burgiss Gro and Uja-Federation of New York, Inc.. Investment advisory or management: Shapiro Capital Management LLC, Maren Capital LLC and Wellington Management Company, LLP. Trustee or custodian: The Bank of New York Mellon. The financial statements were audited by RSM US LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Oct 2024 to 30 Sep 2025, received by the Department of Labor on 14 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 51-0172429, plan 333, received 14 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.