Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A

This Defined Benefit (Pension) plan holds $12M in total assets and serves 39 participants as of 2022. It is sponsored by UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A in New Jersey. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$12M
Participants
39
State
Industry
Retail Trade

What the Filing Says About RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A

RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A is a Defined Benefit (Pension) retirement plan sponsored by UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 39 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 221435504, and the plan has been effective since 1971-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end — a decline of 19.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,808,754 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-2,808,754
Plan TypeDefined Benefit (Pension)
Employer EIN221435504
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A)

Year Plans Participants Total Assets
2022 1 39 $12M
2023 1 37 $13M
2024 1 37 $15M

Nearby Defined Benefit (Pension) Plans in New Jersey

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Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A?
As of the 2022 Form 5500 filing, RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A holds $12M in total assets with 39 participants. It is sponsored by UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A.
What type of plan is RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A?
RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A is a Defined Benefit (Pension) plan. It has been effective since 1971-01-01. The plan is filed with the U.S. Department of Labor under EIN 221435504.
Who sponsors the RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A?
RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A is sponsored by UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A, located in New Jersey. The sponsor's EIN is 221435504 and the plan operates in the Retail Trade industry.
How did RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A perform in 2022?
RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A declined by 19.4% during 2022, moving from $14M to $12M in total assets. Net income was $-2,808,754.
Where can I find official filings for RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A?
Official Form 5500 filings for RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221435504 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A compare to other plans?
You can compare RETIREMENT PLAN FOR OFFICERS,BUSINESS REPS AND OFFICE EMPLOYEES OF LOCAL 464A against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221435504.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.