Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food and Commercial Workers International Union Local 464a Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $357,797
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Officers,Business Reps and Office Employees of Local 464a · Sponsored by United Food and Commercial Workers International Union Local 464a · New Jersey · Retail Trade
$13M in assets, 37 participants
United Food and Commercial Workers International Union Local 464a's Retirement Plan for Officers,Business Reps and Office Employees of Local 464a reported $13M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,338 in Retail Trade (8,414 peers)
United Food and Commercial Workers International Union Local 464a multi-year trail
United Food and Commercial Workers International Union Local 464a's plans moved +31.0% in assets from 2022 to 2024; this filing shows Retirement Plan for Officers,Business Reps and Office Employees of Local 464a at $13M / 37 participants.
- #6,338
- in Retail Trade (8,414 peers)
- +13.8%
- assets growth YoY
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a's mid-pack asset rank among Retail Trade and all filers
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,238,491 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Officers,Business Reps and Office Employees of Local 464a is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Officers,Business Reps and Office Employees of Local 464a reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Retirement Plan for Officers,Business Reps and Office Employees of Local 464a end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Retirement Plan for Officers,Business Reps and Office Employees of Local 464a reported participants fell from 39 in the plan year 2022 filing to 37 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 221435504 · United Food and Commercial Workers International Union Local 464a PY 2023 · Defined Benefit (Pension)
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a · $13M · 37 · 65th
- BOOK $13M
- BOOK 37
- BOOK 65th
- BOOK Defined Benefit (Pension)
- BOOK near Jacuzzi Brands Corp. Pension Plan
- BOOK ind #6338
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 Retail Trade retirement plans → · Plans in New Jersey →
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in the asset neighbourhood
United Food and Commercial Workers International Union Local 464a multi-year asset trail
Sponsor-wide plan assets over time
All United Food and Commercial Workers International Union Local 464a plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.99759581500599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $12M |
| 2023 | 1 | 37 | $13M |
| 2024 | 1 | 37 | $15M |
United Food and Commercial Workers International Union Local 464a filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 221435504 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
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 $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Jacuzzi Brands Corp. Pension Plan in CA ($13M); by covered participants it is American Ingredients Company Retirement Plan in KS (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Jacuzzi Brands Corp. Pension Plan (CA) $13M · 8
- Community Hospitals of Indiana Replacement Plan (IN) $13M · 199
- Merchants & Marine Bank Pension Plan (MS) $13M · 18
- Burr & Forman LLP Cash Balance Plan (AL) $13M · 157
Similar participant headcount
Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.