Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the District 65 Pension Plan Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
35th
Percentile by assets National rank
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Official DOL plan name: District 65 Pension Plan · Sponsored by Board of Trustees of the District 65 Pension Plan · New Jersey · Wholesale Trade

$2M in assets, N/A participants

Board of Trustees of the District 65 Pension Plan's District 65 Pension Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,516 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

District 65 Pension Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#1,516
in Wholesale Trade (6,843 peers)
-4.5%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

District 65 Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

District 65 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,108,594 35th percentile higher than 35% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 136600145 · Board of Trustees of the District 65 Pension Plan PY 2022 · Defined Benefit (Pension)

District 65 Pension Plan · $2M · N/A · 35th

  • VS-ST $2M
  • VS-ST N/A
  • VS-ST 35th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Western Performance Equine Inc Defined Benefit Pension Plan
  • VS-ST ind #1516

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 Wholesale Trade retirement plans → · Plans in New Jersey →

District 65 Pension Plan in the asset neighbourhood

District 65 Pension Plan$2MWestern Performance Equine Inc Defined Benefit Pension PlanWestern Performance Equine I…$2MPension Plan for Clerical Employees of Adrian CollegePension Plan for Clerical Em…$2MFred Khonsari, M.D., Inc. Defined Benefit Pension PlanFred Khonsari, M.D., Inc. De…$2MHarbor Industries, Inc. Pension PlanHarbor Industries, Inc. Pens…$2M
End-of-year total assets ($M) among District 65 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$41K
Employer EIN136600145
Plan Effective Date1950-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the District 65 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the District 65 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.5348141937234006% vs 2022
2024 filing year
$2.1M$2.11M$2.12M$2.13M$2.14M$2.15M 202220232024 $2.11M $2.14M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $2M
2024 1 N/A $2M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

District 65 Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants District 65 Pension Plan, Total assets ($B): 0.002108594 · Participants: 0District 65 Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
District 65 Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

District 65 Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Western Performance Equine Inc Defined Benefit Pension Plan in CA at $2M (this filing: $2M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did District 65 Pension Plan assets move in 2022?
District 65 Pension Plan edged down modestly - down 4.5% during 2022, from $2M to $2M. Reported net income was -$41K.
How have Board of Trustees of the District 65 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the District 65 Pension Plan's sponsor-wide assets grew 1.5%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to District 65 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Performance Equine Inc Defined Benefit Pension Plan in CA ($2M, 5 participants).