Defined Benefit (Pension) · DOL Form 5500 · 2022
Local 365 UAW Pension Fund Pension Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 7
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $29.9M
- Avg per participant High balance/head
Official DOL plan name: Local 365 UAW Pension Fund · Sponsored by Local 365 UAW Pension Fund · New Jersey · Retail Trade
$210M in assets, 7 participants
Local 365 UAW Pension Fund's Local 365 UAW Pension Fund reported $210M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,296 in Retail Trade (9,519 peers)
Where Local 365 UAW Pension Fund sits by assets
Local 365 UAW Pension Fund sits in the top 5% of all filed plans by assets, $210M for 7 participants (~$29.9M/participant), up 3047.2% in 2022.
- #9,296
- in Retail Trade (9,519 peers)
- +3047.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Local 365 UAW Pension Fund's outsized position by total assets
Local 365 UAW Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$209,556,062 Top 4% higher than 96% 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
Local 365 UAW Pension Fund among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 365 UAW Pension Fund is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 116045281 · Local 365 UAW Pension Fund PY 2022 · Defined Benefit (Pension)
Local 365 UAW Pension Fund · $210M · 7 · 96th
- ASSETS $210M
- PCT 7
- EIN 96th
- RANK Defined Benefit (Pension)
- PHOTO near Warehouse Employees Local No. 570 Pension Fund
- IND ind #9296
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 →
Local 365 UAW Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $219M |
| Employer EIN | 116045281 |
| Plan Effective Date | 1952-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 365 UAW Pension Fund)
Sponsor-wide plan assets over time
All Local 365 UAW Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $211M 0.7202067960219638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $210M |
| 2023 | 1 | 5 | $215M |
| 2024 | 1 | 5 | $211M |
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
Local 365 UAW 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 Warehouse Employees Local No. 570 Pension Fund in MD ($209M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- Warehouse Employees Local No. 570 Pension Fund (MD) $209M · 767
- Pafmg Cash Balance Plan II (CA) $210M · 957
- Tri-State Carpenters and Joiners Pension Trust Fund (TN) $210M · 2,188
- Osram Sylvania Pension Plan (NH) $209M · 325
Similar participant headcount
Nearest other-state filings by covered participants (7 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.