Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & Pension Plan
Data updated 2026-08-11
- $125M
- Total assets
- 307
- Participants
- 94th
- Percentile by assets
- $407,640
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $125M
- total plan assets (2022 EOY)
- 307
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $407,640
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reports 307 participants - about 36% of that state average ($125M EOY assets).
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 &)
| 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.
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Dairy Industry - Union Pension Plan for Philadelphia and Vicinity by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's numbers.
- By total assets, Dairy Industry - Union Pension Plan for Philadelphia and Vicinity ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &'s sponsor-wide assets have grown 8.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans