Defined Benefit (Pension) · DOL Form 5500 · 2022
Joint Pension Fund Local Union 164 IBEW Pension Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 2,247
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $216,675
- Avg per participant Above avg balance/head
Official DOL plan name: Joint Pension Fund Local Union IBEW · Sponsored by Joint Pension Fund Local Union 164 IBEW · New Jersey · Construction
$487M in assets, 2,247 participants
Joint Pension Fund Local Union 164 IBEW's Joint Pension Fund Local Union IBEW reported $487M in total assets and 2,247 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,702 in Construction (9,927 peers)
Coverage in New Jersey
Joint Pension Fund Local Union IBEW covers 2,247 participants in New Jersey, 2.7x the typical New Jersey plan (state average ~844 per filing). Assets: $487M.
- #9,702
- in Construction (9,927 peers)
- -16.9%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $99M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joint Pension Fund Local Union IBEW's outsized position by total assets
Joint Pension Fund Local Union IBEW vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$486,869,526 Top 2% higher than 98% 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
Joint Pension Fund Local Union IBEW's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joint Pension Fund Local Union IBEW lands in the large band (2,247 participants).
Form 5500 schedule snapshot
Filing strip 226031199 · Joint Pension Fund Local Union 164 IBEW PY 2022 · Defined Benefit (Pension)
Joint Pension Fund Local Union IBEW · $487M · 2,247 · 98th
- BOOK $487M
- VS-ST 2,247
- BOY 98th
- SCH Defined Benefit (Pension)
- EBSA near America First Credit Union Pension Plan
- PART ind #9702
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 Construction retirement plans → · Plans in New Jersey →
Joint Pension Fund Local Union IBEW in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $586M |
|---|---|
| Net Assets (End of Year) | $486M |
| Net Income | -$99M |
| Employer EIN | 226031199 |
| Plan Effective Date | 1954-04-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Pension Fund Local Union 164 IBEW)
Sponsor-wide plan assets over time
All Joint Pension Fund Local Union 164 IBEW plans reported in each filing year
- Latest sponsor-wide plan assets
- $599M 23.121334359300196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,247 | $487M |
| 2023 | 1 | 2,149 | $552M |
| 2024 | 1 | 2,072 | $599M |
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
Joint Pension Fund Local Union IBEW's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is America First Credit Union Pension Plan in UT ($487M); by covered participants it is Howmet Aerospace Retirement Plan in PA (2,247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- America First Credit Union Pension Plan (UT) $487M · 2,406
- IBEW Local 1249 Pension Plan (NY) $486M · 2,964
- International Brotherhood of Electrical Workers Local Union 98 Pension Plan (PA) $487M · 2,548
- Haworth Pension Plan (MI) $488M · 821
Similar participant headcount
Nearest other-state filings by covered participants (2,247 participants); asset peers above are excluded.
- Howmet Aerospace Retirement Plan (PA) 2,247 · 0 off
- Cablevision Cash Balance Pension Plan (NY) 2,249 · 2 off
- Iron Workers Locals 40, 361 & 417 Pension Fund (NY) 2,251 · 4 off
- Connecticut Laborers' Pension Plan (CT) 2,256 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.