Other
2022 plan-year Other DOL Form 5500

Cwa/Itu Negotiated Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Cwa/Itu Negotiated Pension Plan · New Jersey · Manufacturing

What the 2023 filing shows

Cwa/Itu Negotiated Pension Plan holds $529M for 1,779 participants — about $297,135 per participant, down 21.5% over the 2022 plan year.

$529M
total plan assets (2022 EOY)
1,779
covered participants
$297,135
avg assets per participant
-21.5%
assets change YoY

The plan reported a net loss of $145M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$529M
Participants
1,779
State
Industry
Manufacturing

What the Filing Says About Cwa/Itu Negotiated Pension Plan

Cwa/Itu Negotiated Pension Plan is a Other retirement plan sponsored by Board of Trustees Cwa/Itu Negotiated Pension Plan, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $529M in total end-of-year assets and covers 1,779 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 136212879, and the plan has been effective since 1966-09-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $673M at the beginning of 2022 to $529M at year-end — a decline of 21.5%. Net assets (after liabilities) closed the year at $528M, with reported net income of $-144,593,118 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$673M
Total Assets (End of Year)$529M
Net Assets (End of Year)$528M
Net Income$-144,593,118
Plan TypeOther
Employer EIN136212879
Plan Effective Date1966-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Cwa/Itu Negotiated Pension Plan)

Year Plans Participants Total Assets
2022 1 1,779 $529M
2023 1 1,537 $509M
2024 1 1,473 $1.0B

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Cwa/Itu Negotiated Pension Plan?
As of the 2022 Form 5500 filing, Cwa/Itu Negotiated Pension Plan holds $529M in total assets with 1,779 participants. It is sponsored by Board of Trustees Cwa/Itu Negotiated Pension Plan.
What type of plan is Cwa/Itu Negotiated Pension Plan?
Cwa/Itu Negotiated Pension Plan is a Other plan. It has been effective since 1966-09-08. The plan is filed with the U.S. Department of Labor under EIN 136212879.
Who sponsors the Cwa/Itu Negotiated Pension Plan?
Cwa/Itu Negotiated Pension Plan is sponsored by Board of Trustees Cwa/Itu Negotiated Pension Plan, located in New Jersey. The sponsor's EIN is 136212879 and the plan operates in the Manufacturing industry.
How did Cwa/Itu Negotiated Pension Plan perform in 2022?
Cwa/Itu Negotiated Pension Plan declined by 21.5% during 2022, moving from $673M to $529M in total assets. Net income was $-144,593,118.
Where can I find official filings for Cwa/Itu Negotiated Pension Plan?
Official Form 5500 filings for Cwa/Itu Negotiated Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136212879 or plan name at efast.dol.gov.
How does Cwa/Itu Negotiated Pension Plan compare to other plans?
You can compare Cwa/Itu Negotiated Pension Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136212879.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.