Defined Benefit (Pension) · DOL Form 5500 · 2022

Zwi Group LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
16
Participants Small participant base
55th
Percentile by assets National rank
$381,713
Avg per participant High balance/head
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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.

  • #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.

#2,971
in Wholesale Trade (6,843 peers)
+13.1%
assets growth YoY

Zwi Group LLC Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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

Zwi Group LLC Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwi Group LLC Pension Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 273225877 · Zwi Group LLC PY 2022 · Defined Benefit (Pension)

Zwi Group LLC Pension Plan · $6M · 16 · 55th

  • 5500 $6M
  • ASSETS 16
  • PCT 55th
  • EIN Defined Benefit (Pension)
  • RANK near Conner & Winters Pension Plan
  • PHOTO ind #2971

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 →

Zwi Group LLC Pension Plan in the asset neighbourhood

Zwi Group LLC Pension Plan$6MConner & Winters Pension Plan$6MFederal Screw Works Chelsea Plant Pension PlanFederal Screw Works Chelsea …$6MJackson Walker L.L.P. Partners Cash Balance Plan IIIJackson Walker L.L.P. Partne…$6MJackson Walker L.L.P. Partners Cash Balance Plan IVJackson Walker L.L.P. Partne…$6M
End-of-year total assets ($M) among Zwi Group LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Zwi Group LLC years around the 2022 move

Sponsor-wide plan assets over time

All Zwi Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 5.286353626453149% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.55M $9.04M ▼ -5.3%
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 ($B) Participants Zwi Group LLC Pension Plan, Total assets ($B): 0.0061074 · Participants: 16Zwi Group LLC 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
Zwi Group LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Zwi Group LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Conner & Winters Pension Plan in OK ($6M); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zwi Group LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 participants, N/A in assets).