Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 20408 Pension Fund Pension Plan

Data updated 2026-08-11

$5K
Total assets
N/A
Participants
1st
Percentile by assets
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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.

  • 1st percentile by assets (of 139,126 plans)
  • #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.

$5K
total plan assets (2022 EOY)
N/A
covered participants
1st
percentile by assets (of 139,126 plans)
-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.

Where Local 20408 Pension Fund sits by total 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

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
Transportation & Warehousing

Board of Trustees of Local 20408 Pension Fund across 3 plan years on file

Across the 3 plan years Board of Trustees of Local 20408 Pension Fund has on file (2022-2024), sponsor-wide plan assets have moved from $5K to $34K, a gain of 623.0%. Peak year by sponsor assets: 2023 ($62K); trough: 2022 ($5K).

Board of Trustees of Local 20408 Pension Fund multi-year asset trail

$-0.02M$0M$0.02M$0.04M$0.06M$0.08M 202220232024 $0M $0.03M ▲ +0.0%
Total plan assets by year, all Board of Trustees of Local 20408 Pension Fund plans on file
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 EIN133078797
Plan Effective Date1973-01-01
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.

Local 20408 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Local 20408 Pension …, Total assets ($B): 0.000004661 · Participants: 0Local 20408 Pension …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…
Local 20408 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 20408 Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 20408 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Local 20408 Pension Fund assets move in 2022? ▼
Local 20408 Pension Fund contracted severely - down 92.4% during 2022, from $61K to $5K. Reported net income was -$317K.
How have Board of Trustees of Local 20408 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 20408 Pension Fund's sponsor-wide assets grew 623.0%, from $5K to $34K.
Where does Local 20408 Pension Fund rank by assets among Form 5500 filers? ▼
Local 20408 Pension Fund ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Local 20408 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westmed Medical Group Cash Balance Pension Plan in NY ($3K, 103 participants).

Next read for Local 20408 Pension Fund

Multi-year trail

Ways to act on Local 20408 Pension Fund'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 133078797.

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.