Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Local 20408 Pension Fund Pension Plan
Data updated 2026-08-25
- $5K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 1st
- Percentile by assets National rank
Official DOL plan name: Local 20408 Pension Fund · Sponsored by Board of Trustees of Local 20408 Pension Fund · New Jersey · Transportation & Warehousing
$5K in assets, N/A participants
Board of Trustees of Local 20408 Pension Fund's Local 20408 Pension Fund reported $5K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #26 in Transportation & Warehousing (3,876 peers)
Board of Trustees of Local 20408 Pension Fund multi-year trail
Board of Trustees of Local 20408 Pension Fund's plans moved +623.0% in assets from 2022 to 2024; this filing shows Local 20408 Pension Fund at $5K / N/A participants.
- #26
- in Transportation & Warehousing (3,876 peers)
- -92.4%
- assets change YoY
The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 20408 Pension Fund among the smaller filed plans by assets
Local 20408 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,661 1st percentile higher than 1% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 133078797 · Board of Trustees of Local 20408 Pension Fund PY 2022 · Defined Benefit (Pension)
Local 20408 Pension Fund · $5K · N/A · 1st
- PART $5K
- PART N/A
- PART 1st
- PART Defined Benefit (Pension)
- PART near Westmed Medical Group Cash Balance Pension Plan
- PART ind #26
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 →
Local 20408 Pension Fund in the asset neighbourhood
Board of Trustees of Local 20408 Pension Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Local 20408 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $34K 622.9993563612959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $5K |
| 2023 | 1 | N/A | $62K |
| 2024 | 1 | N/A | $34K |
Board of Trustees of Local 20408 Pension Fund filing trail (2022)
| Total Assets (Beginning of Year) | $61K |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$317K |
| Employer EIN | 133078797 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
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
Local 20408 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Westmed Medical Group Cash Balance Pension Plan in NY at $3K (this filing: $5K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.