Retirement Plan for Employees of Uja-Federation
Pension (defined benefit)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 333Employer EIN 51-0172429
- Participants (2024)
- 13,750
- Net assets (2024)
- $577 million
- Administered by
- Msci Inc. (Formerly the Burgiss GroEarlier: The Burgiss Group (2021), Caissa (2018–2020), The Burgiss Group (2011–2017), Usi Consulting Group (2010), The Burgiss Group (2009)
- Plan administrator
- Uja-Federation of NY
130 East 59TH Street
New York, NY 10022
(212) 836-1414As filed for 2024 - In effect since
- January 1, 1951
Earlier sponsor: United Jewish Appeal-Federation of Jewish Philanthropies of New York (2009–2010).
Earlier plan names: Retirement Plan for Employees of Uja-Federation of NY and Affiliated Agencies and Institutions; Retirement Plan for Employees of United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc. and Affiliated Agencies; Retirement Plan for Employees of United Jewish.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 13,750 | $577 million | Msci Inc. (Formerly the Burgiss Gro |
| 2023 | 13,746 | $553 million | Msci Inc. (Formerly the Burgiss Gro |
| 2022 | 13,267 | $505 million | Msci Inc. (Formerly the Burgiss Gro |
| 2021 | 13,221 | $475 million | The Burgiss Group |
| 2020 | 13,412 | $564 million | Caissa |
| 2019 | 12,943 | $462 million | Caissa |
| 2018 | 12,747 | $458 million | Caissa |
| 2017 | 12,361 | $461 million | The Burgiss Group |
| 2016 | 11,926 | $447 million | The Burgiss Group |
| 2015 | 12,324 | $417 million | The Burgiss Group |
| 2014 | 12,076 | $403 million | The Burgiss Group |
| 2013 | 12,059 | $424 million | The Burgiss Group |
| 2012 | 11,605 | $395 million | The Burgiss Group |
| 2011 | 11,662 | $348 million | The Burgiss Group |
| 2010 | 11,423 | $314 million | Usi Consulting Group |
| 2009 | 11,109 | $303 million | The Burgiss Group |