Defined Benefit (Pension) · DOL Form 5500 · 2022
Local No. 863 Pension Plan Pension Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $823,772
- Avg per participant High balance/head
Official DOL plan name: Local No. 863 Pension Plan · Sponsored by Local No. 863 Pension Plan · New Jersey · Finance & Insurance
$33M in assets, 40 participants
Local No. 863 Pension Plan's Local No. 863 Pension Plan reported $33M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #6,851 in Finance & Insurance (9,261 peers)
Where Local No. 863 Pension Plan sits by assets
Local No. 863 Pension Plan sits in the top quartile of all filed plans by assets, $33M for 40 participants (~$823,772/participant), down 37.1% in 2022.
- #6,851
- in Finance & Insurance (9,261 peers)
- -37.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local No. 863 Pension Plan's outsized position by total assets
Local No. 863 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,950,878 Top 16% higher than 84% 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 No. 863 Pension Plan 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 No. 863 Pension Plan is a small filing (40 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 221598194 · Local No. 863 Pension Plan PY 2022 · Defined Benefit (Pension)
Local No. 863 Pension Plan · $33M · 40 · 84th
- 5500 $33M
- 5500 40
- 5500 84th
- 5500 Defined Benefit (Pension)
- 5500 near Nyrstar Clarksville Inc. Salaried Employees Retirement Plan
- 5500 ind #6851
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Local No. 863 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$19M |
| Employer EIN | 221598194 |
| Plan Effective Date | 1956-01-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local No. 863 Pension Plan)
Sponsor-wide plan assets over time
All Local No. 863 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $366M 1011.3190671277408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $33M |
| 2023 | 1 | 40 | $369M |
| 2024 | 1 | 11 | $366M |
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 No. 863 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Nyrstar Clarksville Inc. Salaried Employees Retirement Plan in TN ($33M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
- Employees' Retirement Plan of Sterling Insurance Company (NY) 40 · 0 off
- Employees' Retirement Plan of Centrus Energy Corp. (MD) 40 · 0 off
- Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union (CA) 40 · 0 off
- The Pension Plan of Community Action Organization of Erie County, Inc. (NY) 40 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.