Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Local 259 Pension Fund Pension Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 997
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $124,479
- Avg per participant Near avg balance/head
Official DOL plan name: The Local 259 Pension Fund · Sponsored by Board of Trustees of the Local 259 Pension Fund · New Jersey · Retail Trade
$124M in assets, 997 participants
Board of Trustees of the Local 259 Pension Fund's The Local 259 Pension Fund reported $124M in total assets and 997 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,196 in Retail Trade (9,519 peers)
Where The Local 259 Pension Fund sits by assets
The Local 259 Pension Fund sits in the top 10% of all filed plans by assets, $124M for 997 participants (~$124,479/participant), down 14.5% in 2022.
- #9,196
- in Retail Trade (9,519 peers)
- -14.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Local 259 Pension Fund's outsized position by total assets
The Local 259 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$124,105,355 Top 6% higher than 94% 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
The Local 259 Pension Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Local 259 Pension Fund sits mid-pack in the medium band (997 participants).
Form 5500 schedule snapshot
Filing strip 136115077 · Board of Trustees of the Local 259 Pension Fund PY 2022 · Defined Benefit (Pension)
The Local 259 Pension Fund · $124M · 997 · 94th
- BOOK $124M
- BOOK 997
- BOOK 94th
- BOOK Defined Benefit (Pension)
- BOOK near Canadian Pacific Pension Plan for U.S. Management Employees
- BOOK ind #9196
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 Retail Trade retirement plans → · Plans in New Jersey →
The Local 259 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$21M |
| Employer EIN | 136115077 |
| Plan Effective Date | 1954-02-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Local 259 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Local 259 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 14.206833379591075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 997 | $124M |
| 2023 | 1 | 950 | $133M |
| 2024 | 1 | 917 | $142M |
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
The Local 259 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Canadian Pacific Pension Plan for U.S. Management Employees in MN ($124M); by covered participants it is Retirement Plan B for Employees of American Crystal Sugar Company in MN (997 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Canadian Pacific Pension Plan for U.S. Management Employees (MN) $124M · 109
- Comau LLC Employees' Retirement Income Plan (MI) $124M · 404
- Tower International Pension Plan (MI) $124M · 378
- Philadelphia Corporation for Aging Pension Plan (PA) $124M · 355
Similar participant headcount
Nearest other-state filings by covered participants (997 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.