Defined Benefit (Pension) · DOL Form 5500 · 2022

Pension Plan of Local 464a Pension Plan

Data updated 2026-08-11

$906M
Total assets
7,116
Participants
99th
Percentile by assets
$127,328
Avg per participant
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Official DOL plan name: Pension Plan of Local 464a · Sponsored by Pension Plan of Local 464a · New Jersey · Retail Trade

$906M in assets, 7,116 participants

Pension Plan of Local 464a's Pension Plan of Local 464a reported $906M in total assets and 7,116 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #9,452 in Retail Trade (9,519 peers)

Coverage in New Jersey

Pension Plan of Local 464a covers 7,116 participants in New Jersey, 8.4x the typical New Jersey plan (state average ~844 per filing). Assets: $906M.

$906M
total plan assets (2022 EOY)
7,116
covered participants
99th
percentile by assets (of 139,126 plans)
$127,328
avg assets per participant

The plan reported a net loss of $219M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Pension Plan of Local 464a reports 7,116 participants - 8.4x that state average ($906M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$906M
Net Income-$219M
Employer EIN226051600
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Plan of Local 464a)

$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.91B $1.24B ▲ +36.3%
Total plan assets by year, all Pension Plan of Local 464a plans on file
Year Plans Participants Total Assets
2022 1 7,116 $906M
2023 1 7,110 $1.0B
2024 1 7,229 $1.2B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Pension Plan of Loca…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Verizon Pension Plan…
Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Scale composition for Pension Plan of Local 464a

Pension Plan of Local 464a reports $906M in end-of-year assets across 7,116 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $127,328 per participant (92% of the national average assets-per-participant) . Net income for plan year 2022 was -$219M.

This plan identity (EIN 226051600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $906M to $1.2B (+36.4%) while covered participants moved from 7,116 to 7,229 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,116 $906M This page
2023 7,110 $1.0B Open filing
2024 · index core 7,229 $1.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of Local 464a by total assets, not by location.

Frequently Asked Questions

How did Pension Plan of Local 464a assets move in 2022?
Pension Plan of Local 464a declined sharply - down 19.4% during 2022, from $1.1B to $906M. Reported net income was -$219M.
How have Pension Plan of Local 464a plan assets changed over time?
Across 3 plan years on file (2022-2024), Pension Plan of Local 464a's sponsor-wide assets grew 36.4%, from $906M to $1.2B.
Where does Pension Plan of Local 464a rank by assets among Form 5500 filers?
Pension Plan of Local 464a ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Local 464a?
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Brotherhood of Carpenters Pension Fund United States Segment in NV ($907M, 1,316 participants).

Filing takeaways

Ways to act on Pension Plan of Local 464a's numbers.

  • By total assets, Pension Plan of Local 464a ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
  • Pension Plan of Local 464a's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Retail Trade plans