Defined Benefit (Pension) · DOL Form 5500 · 2023

Zwi Group LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
49th
Percentile by assets National rank
$377,638
Avg per participant High balance/head
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Official DOL plan name: Zwi Group LLC Pension Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade

$6M in assets, 17 participants

Zwi Group LLC's Zwi Group LLC Pension Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,443 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Zwi Group LLC Pension Plan holds $6M for 17 participants - about $377,638 per participant, in the lower half of filed plans by assets.

#2,443
in Wholesale Trade (6,309 peers)
+5.1%
assets growth YoY

Zwi Group LLC Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Zwi Group LLC Pension Plan vs every filed plan by assets

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

$6,419,854 49th percentile higher than 49% 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

Zwi Group LLC Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwi Group LLC Pension Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zwi Group LLC Pension Plan reported net income fell from $707K in the plan year 2022 filing to $312K in the plan year 2023 filing.
  • Zwi Group LLC Pension Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Zwi Group LLC Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273225877 · Zwi Group LLC PY 2023 · Defined Benefit (Pension)

Zwi Group LLC Pension Plan · $6M · 17 · 49th

  • NET $6M
  • BOOK 17
  • VS-ST 49th
  • BOY Defined Benefit (Pension)
  • SCH near Big Rivers Electric Corporation Retirement Plan
  • EBSA ind #2443

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Zwi Group LLC Pension Plan in the asset neighbourhood

Worcester Envelope Company Employees' Pension PlanWorcester Envelope Company E…$6MBanctexas Group Inc. and Subsidiaries Employees Retirement PlanBanctexas Group Inc. and Sub…$6MBeech-Nut Frozen Retirement Plan for Employees Represented by Bakery, Confectionary and Tobacco Workers Union Local 50Beech-Nut Frozen Retirement …$6MZwi Group LLC Pension Plan$6MBig Rivers Electric Corporation Retirement PlanBig Rivers Electric Corporat…$6M
End-of-year total assets ($M) among Zwi Group LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$312K
Employer EIN273225877
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zwi Group LLC)

Sponsor-wide plan assets over time

All Zwi Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 5.286353626453149% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.55M $9.04M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 32 $10M
2023 2 33 $10M
2024 2 34 $9M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Zwi Group LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Zwi Group LLC Pension Plan, Total assets ($B): 0.006419854 · Participants: 17Zwi Group LLC Pension 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
Zwi Group LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Zwi Group LLC Pension Plan side-by-side with 3 peers →

Zwi Group LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Big Rivers Electric Corporation Retirement Plan in KY ($6M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Zwi Group LLC Pension Plan assets move in 2023? ▼
Zwi Group LLC Pension Plan grew at a solid clip - up 5.1% during 2023, from $6M to $6M. Reported net income was $312K.
How have Zwi Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zwi Group LLC's sponsor-wide assets declined 5.3%, from $10M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Zwi Group LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Big Rivers Electric Corporation Retirement Plan in KY ($6M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zwi Group LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M 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 273225877.

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.