LOCAL 1964 ILA RETIREMENT FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOCAL 1964 ILA RETIREMENT FUND
This Other plan holds $40M in total assets and serves 358 participants as of 2022. It is sponsored by LOCAL 1964 ILA RETIREMENT FUND in New Jersey. The plan reported positive net income of $2M for the year.
What the Filing Says About LOCAL 1964 ILA RETIREMENT FUND
LOCAL 1964 ILA RETIREMENT FUND is a Other retirement plan sponsored by LOCAL 1964 ILA RETIREMENT FUND, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 358 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 226244648, and the plan has been effective since 1972-11-07. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $38M at the beginning of 2022 to $40M at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $40M, with reported net income of $2M 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) | $38M |
| Total Assets (End of Year) | $40M |
| Net Assets (End of Year) | $40M |
| Net Income | $2M |
| Plan Type | Other |
| Employer EIN | 226244648 |
| Plan Effective Date | 1972-11-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LOCAL 1964 ILA RETIREMENT FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $40M |
| 2023 | 1 | 368 | $47M |
Nearby Other Plans in New Jersey
Peer Other plans — same state, same plan type — ranked by total assets.
- LUCENT TECHNOLOGIES INC. PENSION PLAN $4.2B · N/A
- CONSOLIDATED ROCHE RETIREMENT PLAN $3.2B · 2,130
- TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY $2.4B · 10,032
- HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND $1.6B · 7,170
- RWJBARNABAS HEALTH 403(B) SAVINGS PLAN $1.3B · 28,672
Related Data
Guides
Frequently Asked Questions
How much money is in the LOCAL 1964 ILA RETIREMENT FUND? ▼
What type of plan is LOCAL 1964 ILA RETIREMENT FUND? ▼
Who sponsors the LOCAL 1964 ILA RETIREMENT FUND? ▼
How did LOCAL 1964 ILA RETIREMENT FUND perform in 2022? ▼
Where can I find official filings for LOCAL 1964 ILA RETIREMENT FUND? ▼
How does LOCAL 1964 ILA RETIREMENT FUND compare to other plans? ▼
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 226244648.
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.
Read our methodology — how this data is sourced, computed, and verified.