Defined Benefit (Pension) · DOL Form 5500 · 2023
Pension Plan of Local 464a Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 7,110
- Participants
- 99th
- Percentile by assets
- $147,238
- Avg per participant
Official DOL plan name: Pension Plan of Local 464a · Sponsored by Pension Plan of Local 464a · New Jersey · Retail Trade
$1.0B in assets, 7,110 participants
Pension Plan of Local 464a's Pension Plan of Local 464a reported $1.0B in total assets and 7,110 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,351 in Retail Trade (8,414 peers)
Coverage in New Jersey
Pension Plan of Local 464a covers 7,110 participants in New Jersey, 8.4x the typical New Jersey plan (state average ~844 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2023 EOY)
- 7,110
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $147,238
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan of Local 464a reported net income rose from -$219M in the plan year 2022 filing to $141M in the plan year 2023 filing.
- Pension Plan of Local 464a end-of-year assets rose from $906M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Pension Plan of Local 464a reports 7,110 participants - 8.4x that state average ($1.0B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $906M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $141M |
| Employer EIN | 226051600 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Plan of Local 464a)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,116 | $906M |
| 2023 | 1 | 7,110 | $1.0B |
| 2024 | 1 | 7,229 | $1.2B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Scale composition for Pension Plan of Local 464a
Pension Plan of Local 464a reports $1.0B in end-of-year assets across 7,110 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $147,238 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $141M.
This plan identity (EIN 226051600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $906M to $1.2B (+36.4%) while covered participants moved from 7,116 to 7,229 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,116 | $906M | Open filing |
| 2023 | 7,110 | $1.0B | This page |
| 2024 · index core | 7,229 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pension Plan of Local 464a (Defined Benefit (Pension), $1.2B, 7,229 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of Local 464a by total assets, not by location.
- Northern California Pipe Trades Pension Plan (CA) $1.0B · 2,470
- Precision Castparts Corp. Retirement Plan (OR) $1.1B · 2,018
- National Fuel Gas Company Retirement Plan (NY) $1.0B · 548
- The Dun & Bradstreet Corporation Retirement Account (FL) $1.1B · 625
Frequently Asked Questions
How did Pension Plan of Local 464a assets move in 2023? ▼
How have Pension Plan of Local 464a plan assets changed over time? ▼
Where does Pension Plan of Local 464a rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Local 464a? ▼
Next read for Pension Plan of Local 464a
Filing takeaways
Ways to act on Pension Plan of Local 464a's numbers.
- By total assets, Pension Plan of Local 464a ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Pension Plan of Local 464a's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Retail Trade plans