Defined Benefit (Pension) · DOL Form 5500 · 2022
Local 365 UAW Pension Fund Pension Plan
Data updated 2026-08-11
- $210M
- Total assets
- 7
- Participants
- 96th
- Percentile by assets
- $29.9M
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $210M
- total plan assets (2022 EOY)
- 7
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $29.9M
- avg assets per participant
Local 365 UAW Pension Fund vs the 2022 asset distribution
By assets, Local 365 UAW Pension Fund outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Local 365 UAW Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 365 UAW Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 365 UAW Pension Fund assets move in 2022? ▼
How have Local 365 UAW Pension Fund plan assets changed over time? ▼
Where does Local 365 UAW Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 365 UAW Pension Fund? ▼
Next read for Local 365 UAW Pension Fund
Scale reading
Ways to act on Local 365 UAW Pension Fund's numbers.
- By total assets, Local 365 UAW Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Local 365 UAW Pension Fund's sponsor-wide assets have grown 0.7% since 2022 across 3 plan years on file. More Retail Trade plans