Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees U.T.W.a. N.J. Union Employer Pension Fund Pension Plan

Data updated 2026-08-25

$381K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$190,275
Avg per participant Above avg balance/head
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Official DOL plan name: U.T.W.a. N.J. Union Employer Pension Plan · Sponsored by Trustees U.T.W.a. N.J. Union Employer Pension Fund · New Jersey · Manufacturing

$381K in assets, 2 participants

Trustees U.T.W.a. N.J. Union Employer Pension Fund's U.T.W.a. N.J. Union Employer Pension Plan reported $381K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,323 in Manufacturing (20,602 peers)

Trustees U.T.W.a. N.J. Union Employer Pension Fund multi-year trail

Trustees U.T.W.a. N.J. Union Employer Pension Fund's plans moved -43.0% in assets from 2022 to 2024; this filing shows U.T.W.a. N.J. Union Employer Pension Plan at $381K / 2 participants.

#1,323
in Manufacturing (20,602 peers)
-64.1%
assets change YoY

The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.T.W.a. N.J. Union Employer Pension Plan among the smaller filed plans by assets

U.T.W.a. N.J. Union Employer Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$380,549 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 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

U.T.W.a. N.J. Union Employer Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.T.W.a. N.J. Union Employer Pension Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 226196988 · Trustees U.T.W.a. N.J. Union Employer Pension Fund PY 2022 · Defined Benefit (Pension)

U.T.W.a. N.J. Union Employer Pension Plan · $381K · 2 · 16th

  • ASSETS $381K
  • ASSETS 2
  • ASSETS 16th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Obscura Music Defined Benefit Pension Plan
  • ASSETS ind #1323

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 Manufacturing retirement plans → · Plans in New Jersey →

U.T.W.a. N.J. Union Employer Pension Plan in the asset neighbourhood

U.T.W.a. N.J. Union Employer Pension PlanU.T.W.a. N.J. Union Employer…$381KObscura Music Defined Benefit Pension PlanObscura Music Defined Benefi…$381KMaintenance Employees Teamsters Local 416 of Cleveland Pension PlanMaintenance Employees Teamst…$382KVoith Hydro Salaried Employees Retirement PlanVoith Hydro Salaried Employe…$384KFurst-Mcness Company Pension PlanFurst-Mcness Company Pension…$374K
End-of-year total assets ($M) among U.T.W.a. N.J. Union Employer Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Trustees U.T.W.a. N.J. Union Employer Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Trustees U.T.W.a. N.J. Union Employer Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$217K 43.00366050101301% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.38M $0.22M ▼ -42.1%
Year Plans Participants Total Assets
2022 1 2 $381K
2023 1 1 $209K
2024 1 1 $217K

Trustees U.T.W.a. N.J. Union Employer Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$348K
Net Income-$687K
Employer EIN226196988
Plan Effective Date1972-05-01
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.

U.T.W.a. N.J. Union Employer Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants U.T.W.a. N.J. Union Employer Pension Plan, Total assets ($B): 0.000380549 · Participants: 2U.T.W.a. N.J. Union Employer Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
U.T.W.a. N.J. Union Employer Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare U.T.W.a. N.J. Union Employer Pension Plan side-by-side with 3 peers →

U.T.W.a. N.J. Union Employer Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Obscura Music Defined Benefit Pension Plan in CA ($381K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did U.T.W.a. N.J. Union Employer Pension Plan assets move in 2022? ▼
U.T.W.a. N.J. Union Employer Pension Plan contracted severely - down 64.1% during 2022, from $1M to $381K. Reported net income was -$687K.
How have Trustees U.T.W.a. N.J. Union Employer Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees U.T.W.a. N.J. Union Employer Pension Fund's sponsor-wide assets declined 43.0%, from $381K to $217K.
Where does U.T.W.a. N.J. Union Employer Pension Plan rank by assets among Form 5500 filers? ▼
U.T.W.a. N.J. Union Employer Pension Plan ranks in the 16th 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 U.T.W.a. N.J. Union Employer Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Obscura Music Defined Benefit Pension Plan in CA ($381K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.T.W.a. N.J. Union Employer Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

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 226196988.

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.