Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
206
Participants Below avg headcount
85th
Percentile by assets National rank
$234,397
Avg per participant Above avg balance/head
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Official DOL plan name: Nysa-Ppgu Pension Fund & Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing

$48M in assets, 206 participants

Board of Trustees's Nysa-Ppgu Pension Fund & Plan reported $48M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,807 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Nysa-Ppgu Pension Fund & Plan covers 206 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $48M.

#2,807
in Transportation & Warehousing (3,362 peers)
+11.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Nysa-Ppgu Pension Fund & Plan's outsized position by total assets

Nysa-Ppgu Pension Fund & Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$48,285,694 Top 15% higher than 85% of 127,068 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 2023

Nysa-Ppgu Pension Fund & Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nysa-Ppgu Pension Fund & Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nysa-Ppgu Pension Fund & Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nysa-Ppgu Pension Fund & Plan end-of-year assets rose from $43M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Nysa-Ppgu Pension Fund & Plan reported participants fell from 214 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136188644 · Board of Trustees PY 2023 · Defined Benefit (Pension)

Nysa-Ppgu Pension Fund & Plan · $48M · 206 · 85th

  • NET $48M
  • NET 206
  • NET 85th
  • NET Defined Benefit (Pension)
  • NET near Plumbers & Steamfitters Local 146 Pension Plan
  • NET ind #2807

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 →

Nysa-Ppgu Pension Fund & Plan in the asset neighbourhood

International Association of Firefighters Employees Pension PlanInternational Association of…$48MNysa-Ppgu Pension Fund & Plan$48MPlumbers & Steamfitters Local 146 Pension PlanPlumbers & Steamfitters Loca…$48MIBEW Local No. 246 Pension PlanIBEW Local No. 246 Pension P…$48MBricklayers & Allied Craftsmen Local 1 of Md, Va & DC Baltimore Chapter Pension FundBricklayers & Allied Craftsm…$48M
End-of-year total assets ($M) among Nysa-Ppgu Pension Fund & Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN136188644
Plan Effective Date1955-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$53M 21.44626142741991% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.4M $52.7M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 214 $43M
2023 1 206 $48M
2024 1 198 $53M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Nysa-Ppgu Pension Fund & Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nysa-Ppgu Pension Fund & Plan, Total assets ($B): 0.048285694 · Participants: 206Nysa-Ppgu Pension Fund & PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Nysa-Ppgu Pension Fund & Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Nysa-Ppgu Pension Fund & Plan side-by-side with 3 peers →

Nysa-Ppgu Pension Fund & Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Plumbers & Steamfitters Local 146 Pension Plan in TX ($48M); by covered participants it is The Purdue Pharma L. P. Pension Plan in CT (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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.

Frequently Asked Questions

How did Nysa-Ppgu Pension Fund & Plan assets move in 2023? ▼
Nysa-Ppgu Pension Fund & Plan grew at a solid clip - up 11.2% during 2023, from $43M to $48M. Reported net income was $5M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 21.4%, from $43M to $53M.
Where does Nysa-Ppgu Pension Fund & Plan rank by assets among Form 5500 filers? ▼
Nysa-Ppgu Pension Fund & Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nysa-Ppgu Pension Fund & Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Steamfitters Local 146 Pension Plan in TX ($48M, 299 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nysa-Ppgu Pension Fund & Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Purdue Pharma L. P. Pension Plan in CT (206 participants, $305M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136188644.

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.