Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Cwa/Itu Negotiated Pension Plan Pension Plan

Data updated 2026-08-25

$509M
Total assets Above avg plan size
1,537
Participants Near avg headcount
97th
Percentile by assets National rank
$331,384
Avg per participant High balance/head
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Official DOL plan name: Cwa/Itu Negotiated Pension Plan · Sponsored by Board of Trustees Cwa/Itu Negotiated Pension Plan · New Jersey · Manufacturing

$509M in assets, 1,537 participants

Board of Trustees Cwa/Itu Negotiated Pension Plan's Cwa/Itu Negotiated Pension Plan reported $509M in total assets and 1,537 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,952 in Manufacturing (18,722 peers)

Where Cwa/Itu Negotiated Pension Plan sits by assets

Cwa/Itu Negotiated Pension Plan sits in the top 5% of all filed plans by assets, $509M for 1,537 participants (~$331,384/participant), down 3.6% in 2023.

#17,952
in Manufacturing (18,722 peers)
-3.6%
assets change YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cwa/Itu Negotiated Pension Plan's outsized position by total assets

Cwa/Itu Negotiated Pension Plan vs every filed plan by assets

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

$509,337,843 Top 3% higher than 97% 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

Cwa/Itu Negotiated Pension Plan'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. Cwa/Itu Negotiated Pension Plan lands in the large band (1,537 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cwa/Itu Negotiated Pension Plan reported net income rose from -$145M in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Cwa/Itu Negotiated Pension Plan reported participants fell from 1,779 in the plan year 2022 filing to 1,537 in the plan year 2023 filing.
  • Cwa/Itu Negotiated Pension Plan end-of-year assets fell from $529M in the plan year 2022 filing to $509M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136212879 · Board of Trustees Cwa/Itu Negotiated Pension Plan PY 2023 · Defined Benefit (Pension)

Cwa/Itu Negotiated Pension Plan · $509M · 1,537 · 97th

  • EOY $509M
  • 5500 1,537
  • ASSETS 97th
  • PCT Defined Benefit (Pension)
  • EIN near Vulcan Materials Company Pension Plan
  • RANK ind #17952

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 Manufacturing retirement plans → · Plans in New Jersey →

Cwa/Itu Negotiated Pension Plan in the asset neighbourhood

Haworth Pension Plan$512MCwa/Itu Negotiated Pension PlanCwa/Itu Negotiated Pension P…$509MVulcan Materials Company Pension PlanVulcan Materials Company Pen…$508MRetirement Plan of Citgo Petroleum Corporation and Participating Subsidiary CompaniesRetirement Plan of Citgo Pet…$507MAdministrative District Council 1 Pension FundAdministrative District Coun…$507M
End-of-year total assets ($M) among Cwa/Itu Negotiated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$529M
Net Assets (End of Year)$508M
Net Income-$20M
Employer EIN136212879
Plan Effective Date1966-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Cwa/Itu Negotiated Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Cwa/Itu Negotiated Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 94.06753281157043% vs 2022
2024 filing year
$0.4B$0.6B$0.8B$1B$1.2B 202220232024 $0.53B $1.03B ▲ +94.3%
Year Plans Participants Total Assets
2022 1 1,779 $529M
2023 1 1,537 $509M
2024 1 1,473 $1.0B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Cwa/Itu Negotiated Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Cwa/Itu Negotiated Pension Plan, Total assets ($B): 0.509337843 · Participants: 1537Cwa/Itu Negotiated 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
Cwa/Itu Negotiated Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Cwa/Itu Negotiated Pension Plan side-by-side with 3 peers →

Cwa/Itu Negotiated 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 Vulcan Materials Company Pension Plan in AL ($508M); by covered participants it is Sbera Pension Plan as Adopted by Eastern Bank in MA (1,534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,537 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 Cwa/Itu Negotiated Pension Plan assets move in 2023? ▼
Cwa/Itu Negotiated Pension Plan edged down modestly - down 3.6% during 2023, from $529M to $509M. Reported net income was -$20M.
How have Board of Trustees Cwa/Itu Negotiated Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Cwa/Itu Negotiated Pension Plan's sponsor-wide assets grew 94.1%, from $529M to $1.0B.
Where does Cwa/Itu Negotiated Pension Plan rank by assets among Form 5500 filers? ▼
Cwa/Itu Negotiated Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cwa/Itu Negotiated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vulcan Materials Company Pension Plan in AL ($508M, 776 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cwa/Itu Negotiated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Eastern Bank in MA (1,534 participants, $490M 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 136212879.

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.