Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees Local 2066 Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
44th
Percentile by assets National rank
$117,754
Avg per participant Below avg balance/head
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Official DOL plan name: Local 2066 Pension Fund · Sponsored by Joint Board of Trustees Local 2066 · New Jersey · Manufacturing

$4M in assets, 31 participants

Joint Board of Trustees Local 2066's Local 2066 Pension Fund reported $4M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,645 in Manufacturing (20,602 peers)

2022 asset change

Local 2066 Pension Fund pulled back noticeably 9.2% in 2022 ($4M → $4M) for 31 participants.

#5,645
in Manufacturing (20,602 peers)
-9.2%
assets change YoY

The plan reported a net loss of $368K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 2066 Pension Fund's mid-pack asset rank among Manufacturing and all filers

Local 2066 Pension Fund vs every filed plan by assets

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

$3,650,388 44th percentile higher than 44% 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

Local 2066 Pension Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 2066 Pension Fund is a small filing (31 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 226171510 · Joint Board of Trustees Local 2066 PY 2022 · Defined Benefit (Pension)

Local 2066 Pension Fund · $4M · 31 · 44th

  • 5500 $4M
  • ASSETS 31
  • PCT 44th
  • EIN Defined Benefit (Pension)
  • RANK near Amana Society Retirement Plan
  • PHOTO ind #5645

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 →

Local 2066 Pension Fund in the asset neighbourhood

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension PlanP. Richard Emmanuel M.D., In…$4MPension Plan of Visteon Caribbean, Inc.Pension Plan of Visteon Cari…$4MLocal 2066 Pension Fund$4MAmana Society Retirement Plan$4MInternational House Employees' Retirement PlanInternational House Employee…$4M
End-of-year total assets ($M) among Local 2066 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Joint Board of Trustees Local 2066 years around the 2022 move

Sponsor-wide plan assets over time

All Joint Board of Trustees Local 2066 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.5164722215830206% vs 2022
2024 filing year
$3.55M$3.6M$3.65M$3.7M 202220232024 $3.65M $3.56M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 N/A $4M
2024 1 N/A $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$368K
Employer EIN226171510
Plan Effective Date1966-06-01
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.

Local 2066 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Local 2066 Pension Fund, Total assets ($B): 0.003650388 · Participants: 31Local 2066 Pension FundRetirement 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
Local 2066 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Local 2066 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 Amana Society Retirement Plan in IA ($4M); by covered participants it is Nextier Bank Pension Plan in PA (31 participants). Same-state nearby plans are listed separately above.

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 Local 2066 Pension Fund assets move in 2022?
Local 2066 Pension Fund pulled back noticeably - down 9.2% during 2022, from $4M to $4M. Reported net income was -$368K.
How have Joint Board of Trustees Local 2066 plan assets changed over time?
Across 3 plan years on file (2022-2024), Joint Board of Trustees Local 2066's sponsor-wide assets declined 2.5%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Local 2066 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amana Society Retirement Plan in IA ($4M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 2066 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nextier Bank Pension Plan in PA (31 participants, $12M in assets).