Defined Benefit (Pension) · DOL Form 5500 · 2022

Zwi Group LLC Pension Plan

Data updated 2026-08-11

$6M
Total assets
16
Participants
55th
Percentile by assets
$381,713
Avg per participant
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Official DOL plan name: Zwi Group LLC Pension Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade

$6M in assets, 16 participants

Zwi Group LLC's Zwi Group LLC Pension Plan reported $6M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #2,971 in Wholesale Trade (6,843 peers)

2022 asset change

Zwi Group LLC Pension Plan grew at a solid clip 13.1% in 2022 ($5M → $6M) for 16 participants.

$6M
total plan assets (2022 EOY)
16
covered participants
55th
percentile by assets (of 139,126 plans)
$381,713
avg assets per participant

Where Zwi Group LLC Pension Plan sits by total assets

Zwi Group LLC Pension Plan vs every filed plan by assets

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

$6,107,400 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Jersey
Industry
Wholesale Trade

2022 asset move for Zwi Group LLC Pension Plan

Year over year, total assets grew at a solid clip from $5M at the start of 2022 to $6M at year-end (up 13.1%). Net assets closed at $6M; reported net income $707K.

Zwi Group LLC years around the 2022 move

$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.55M $9.04M ▼ -5.3%
Total plan assets by year, all Zwi Group LLC plans on file
Year Plans Participants Total Assets
2022 2 32 $10M
2023 2 33 $10M
2024 2 34 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$707K
Employer EIN273225877
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Zwi Group LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Zwi Group LLC Pensio…, Total assets ($B): 0.0061074 · Participants: 16Zwi Group LLC Pensio…Retirement Plan of J…, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merge…Verizon Pension Plan…, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan…
Zwi Group LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Zwi Group LLC Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Zwi Group LLC Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Zwi Group LLC Pension Plan assets move in 2022? ▼
Zwi Group LLC Pension Plan grew at a solid clip - up 13.1% during 2022, from $5M to $6M. Reported net income was $707K.
How have Zwi Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwi Group LLC's sponsor-wide assets declined 5.3%, from $10M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Zwi Group LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Conner & Winters Pension Plan in OK ($6M, 88 participants).

Next read for Zwi Group LLC Pension Plan

2022 change

Ways to act on Zwi Group LLC Pension Plan's numbers.

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 273225877.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.