Defined Benefit (Pension) · DOL Form 5500 · 2022

Local 1964 Ila Retirement Fund Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
358
Participants Below avg headcount
86th
Percentile by assets National rank
$112,592
Avg per participant Below avg balance/head
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Official DOL plan name: Local 1964 Ila Retirement Fund · Sponsored by Local 1964 Ila Retirement Fund · New Jersey · Transportation & Warehousing

$40M in assets, 358 participants

Local 1964 Ila Retirement Fund's Local 1964 Ila Retirement Fund reported $40M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,304 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Local 1964 Ila Retirement Fund covers 358 participants in New Jersey, about 42% of the average New Jersey filer (state average ~844 per filing). Assets: $40M.

#3,304
in Transportation & Warehousing (3,876 peers)
+5.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local 1964 Ila Retirement Fund's outsized position by total assets

Local 1964 Ila Retirement Fund vs every filed plan by assets

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

$40,307,874 Top 14% higher than 86% 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 1964 Ila Retirement Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 1964 Ila Retirement Fund sits mid-pack in the medium band (358 participants).

DOL schedule card

Filing strip 226244648 · Local 1964 Ila Retirement Fund PY 2022 · Defined Benefit (Pension)

Local 1964 Ila Retirement Fund · $40M · 358 · 86th

  • NET $40M
  • NET 358
  • NET 86th
  • NET Defined Benefit (Pension)
  • NET near North Memorial Health Care Pension Plan
  • NET ind #3304

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Local 1964 Ila Retirement Fund in the asset neighbourhood

R. T. Vanderbilt Holding Company Pension PlanR. T. Vanderbilt Holding Com…$40MLocal 1964 Ila Retirement FundLocal 1964 Ila Retirement Fu…$40MNorth Memorial Health Care Pension PlanNorth Memorial Health Care P…$40MBaker & Mckenzie Market Rate Cash Balance Plan IBaker & Mckenzie Market Rate…$40MBaker & Mckenzie Market Rate Cash Balance Plan IIBaker & Mckenzie Market Rate…$40M
End-of-year total assets ($M) among Local 1964 Ila Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN226244648
Plan Effective Date1972-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 1964 Ila Retirement Fund)

Sponsor-wide plan assets over time

All Local 1964 Ila Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 31.54748871151081% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.3M $53M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 358 $40M
2023 1 368 $47M
2024 1 377 $53M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Local 1964 Ila Retirement Fund, Total assets ($B): 0.040307874 · Participants: 358Local 1964 Ila Retirement 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 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 1964 Ila Retirement Fund side-by-side with 3 peers →

Local 1964 Ila Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is North Memorial Health Care Pension Plan in MN ($40M); by covered participants it is Roofers Local 221 Pension Trust Fund in HI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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.

Frequently Asked Questions

How did Local 1964 Ila Retirement Fund assets move in 2022? ▼
Local 1964 Ila Retirement Fund grew at a solid clip - up 5.5% during 2022, from $38M to $40M. Reported net income was $2M.
How have Local 1964 Ila Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 1964 Ila Retirement Fund's sponsor-wide assets grew 31.5%, from $40M to $53M.
Where does Local 1964 Ila Retirement Fund rank by assets among Form 5500 filers? ▼
Local 1964 Ila Retirement Fund ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is North Memorial Health Care Pension Plan in MN ($40M, 189 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roofers Local 221 Pension Trust Fund in HI (358 participants, $34M in assets).

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 226244648.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.