Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & Pension Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 307
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $407,640
- Avg per participant High balance/head
Official DOL plan name: Dairy Industry - Union Pension Plan for Philadelphia and Vicinity · Sponsored by Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & · New Jersey · Transportation & Warehousing
$125M in assets, 307 participants
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &'s Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reported $125M in total assets and 307 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,601 in Transportation & Warehousing (3,876 peers)
Coverage in New Jersey
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity covers 307 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $125M.
- #3,601
- in Transportation & Warehousing (3,876 peers)
- -18.5%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's outsized position by total assets
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$125,145,632 Top 6% higher than 94% 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
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dairy Industry - Union Pension Plan for Philadelphia and Vicinity sits mid-pack in the medium band (307 participants).
Plan-year Form 5500 strip
Filing strip 236283288 · Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & PY 2022 · Defined Benefit (Pension)
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity · $125M · 307 · 94th
- NET $125M
- NET 307
- NET 94th
- NET Defined Benefit (Pension)
- NET near Gate Gourmet, Inc. Defined Benefit Pension Plan
- NET ind #3601
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 Transportation & Warehousing retirement plans → · Plans in New Jersey →
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$28M |
| Employer EIN | 236283288 |
| Plan Effective Date | 1952-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &)
Sponsor-wide plan assets over time
All Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 8.36783180734586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 307 | $125M |
| 2023 | 1 | 377 | $131M |
| 2024 | 1 | 350 | $136M |
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
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Gate Gourmet, Inc. Defined Benefit Pension Plan in VA ($125M); by covered participants it is The French's Food Company LLC Retirement Plan for Union Employees in MD (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Gate Gourmet, Inc. Defined Benefit Pension Plan (VA) $125M · 697
- Adjustable Plan of the National Retirement Fund (NY) $125M · 25,052
- Pension Plan for Collectively Bargained Employees of Nutrien (CO) $125M · 390
- Shamrock Foods Company Retirement Plan (AZ) $125M · 817
Similar participant headcount
Nearest other-state filings by covered participants (307 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.