Other
2022 plan-year Other DOL Form 5500

WWEC LOCAL 863 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WWEC LOCAL 863 PENSION PLAN

This Other plan holds $170M in total assets and serves 820 participants as of 2022. It is sponsored by WWEC LOCAL 863 PENSION PLAN in New Jersey. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$170M
Participants
820
State
Industry
Finance & Insurance

What the Filing Says About WWEC LOCAL 863 PENSION PLAN

WWEC LOCAL 863 PENSION PLAN is a Other retirement plan sponsored by WWEC LOCAL 863 PENSION PLAN, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $170M in total end-of-year assets and covers 820 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 263541447, and the plan has been effective since 2008-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2022 to $170M at year-end — a gain of 2.2%. Net assets (after liabilities) closed the year at $170M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$166M
Total Assets (End of Year)$170M
Net Assets (End of Year)$170M
Net Income$4M
Plan TypeOther
Employer EIN263541447
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WWEC LOCAL 863 PENSION PLAN)

Year Plans Participants Total Assets
2022 1 820 $170M
2023 1 817 $190M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WWEC LOCAL 863 PENSION PLAN?
As of the 2022 Form 5500 filing, WWEC LOCAL 863 PENSION PLAN holds $170M in total assets with 820 participants. It is sponsored by WWEC LOCAL 863 PENSION PLAN.
What type of plan is WWEC LOCAL 863 PENSION PLAN?
WWEC LOCAL 863 PENSION PLAN is a Other plan. It has been effective since 2008-09-01. The plan is filed with the U.S. Department of Labor under EIN 263541447.
Who sponsors the WWEC LOCAL 863 PENSION PLAN?
WWEC LOCAL 863 PENSION PLAN is sponsored by WWEC LOCAL 863 PENSION PLAN, located in New Jersey. The sponsor's EIN is 263541447 and the plan operates in the Finance & Insurance industry.
How did WWEC LOCAL 863 PENSION PLAN perform in 2022?
WWEC LOCAL 863 PENSION PLAN grew by 2.2% during 2022, moving from $166M to $170M in total assets. Net income was $4M.
Where can I find official filings for WWEC LOCAL 863 PENSION PLAN?
Official Form 5500 filings for WWEC LOCAL 863 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263541447 or plan name at efast.dol.gov.
How does WWEC LOCAL 863 PENSION PLAN compare to other plans?
You can compare WWEC LOCAL 863 PENSION PLAN against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 263541447.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.