Defined Benefit (Pension) · DOL Form 5500 · 2022
Pension Plan of Local 464a Pension Plan
Data updated 2026-08-25
- $906M
- Total assets Above avg plan size
- 7,116
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $127,328
- Avg per participant Near avg balance/head
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.
- #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.
- #9,452
- in Retail Trade (9,519 peers)
- -19.4%
- assets change YoY
- 9.1×
- vs typical plan assets (national mean)
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.
Pension Plan of Local 464a's outsized position by total assets
Pension Plan of Local 464a vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$906,069,203 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Plan of Local 464a's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Local 464a lands in the large band (7,116 participants).
DOL schedule card
Filing strip 226051600 · Pension Plan of Local 464a PY 2022 · Defined Benefit (Pension)
Pension Plan of Local 464a · $906M · 7,116 · 99th
- PHOTO $906M
- IND 7,116
- EOY 99th
- 5500 Defined Benefit (Pension)
- ASSETS near United Brotherhood of Carpenters Pension Fund United States Segment
- PCT ind #9452
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 Retail Trade retirement plans → · Plans in New Jersey →
Pension Plan of Local 464a in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $906M |
| Net Income | -$219M |
| Employer EIN | 226051600 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Plan of Local 464a)
Sponsor-wide plan assets over time
All Pension Plan of Local 464a plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 36.3704010586485% vs 2022
- 2024 filing year
| 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.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
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:
- Pension Plan of Local 464a (Defined Benefit (Pension), $1.2B, 7,229 participants)
Pension Plan of Local 464a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is United Brotherhood of Carpenters Pension Fund United States Segment in NV ($907M); by covered participants it is Rpm International Inc. Retirement Plan in OH (7,111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($906M here).
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) $907M · 1,316
- Construction Industry Laborers Pension Fund (MO) $905M · 5,275
- Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC (NC) $909M · 1,001
- New Century Energies Inc Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees (MN) $909M · 1,935
Similar participant headcount
Nearest other-state filings by covered participants (7,116 participants); asset peers above are excluded.
- Rpm International Inc. Retirement Plan (OH) 7,111 · 5 off
- Grant Thornton LLP Employees' Retirement Plan (IL) 7,156 · 40 off
- Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees (MN) 7,035 · 81 off
- The Coca-Cola Company Pension Plan (GA) 7,010 · 106 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.