Defined Benefit (Pension) · DOL Form 5500 · 2023
Pension Plan of Local 464a Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 7,110
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $147,238
- Avg per participant Above avg balance/head
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.
- #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.
- #8,351
- in Retail Trade (8,414 peers)
- +15.5%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Pension Plan of Local 464a's outsized position by total assets
Pension Plan of Local 464a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,046,860,783 Top 1% higher than 99% 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
Pension Plan of Local 464a's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Local 464a lands in the large band (7,110 participants).
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.
Form 5500 schedule snapshot
Filing strip 226051600 · Pension Plan of Local 464a PY 2023 · Defined Benefit (Pension)
Pension Plan of Local 464a · $1.0B · 7,110 · 99th
- PHOTO $1.0B
- PHOTO 7,110
- PHOTO 99th
- PHOTO Defined Benefit (Pension)
- PHOTO near Northern California Pipe Trades Pension Plan
- PHOTO ind #8351
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 →
Pension Plan of Local 464a in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Pension Plan of Local 464a plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 36.3704010586485% vs 2022
- 2024 filing year
| 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.
- 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)
Pension Plan 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 Northern California Pipe Trades Pension Plan in CA ($1.0B); by covered participants it is Ng Space&mission Systems Corp Salaried Pension Pla in VA (7,117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,110 participants); asset peers above are excluded.
- Ng Space&mission Systems Corp Salaried Pension Pla (VA) 7,117 · 7 off
- Laborers District Council of W PA Pension Fund (PA) 7,100 · 10 off
- Seafarers Pension Plan (MD) 7,093 · 17 off
- Grant Thornton LLP Employees' Retirement Plan (IL) 7,078 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.