Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Cwa/Itu Negotiated Pension Plan Pension Plan
Data updated 2026-08-11
- $509M
- Total assets
- 1,537
- Participants
- 97th
- Percentile by assets
- $331,384
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $509M
- total plan assets (2023 EOY)
- 1,537
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $331,384
- avg assets per participant
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.
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.
Cwa/Itu Negotiated Pension Plan vs the 2023 asset distribution
By assets, Cwa/Itu Negotiated Pension Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $529M |
|---|---|
| Net Assets (End of Year) | $508M |
| Net Income | -$20M |
| Employer EIN | 136212879 |
| Plan Effective Date | 1966-09-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Cwa/Itu Negotiated Pension Plan)
| 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
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cwa/Itu Negotiated Pension Plan by total assets, not by location.
- Vulcan Materials Company Pension Plan (AL) $508M · 776
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies (TX) $507M · 1,501
- Administrative District Council 1 Pension Fund (IL) $507M · 1,396
- Haworth Pension Plan (MI) $512M · 740
Frequently Asked Questions
How did Cwa/Itu Negotiated Pension Plan assets move in 2023? ▼
How have Board of Trustees Cwa/Itu Negotiated Pension Plan plan assets changed over time? ▼
Where does Cwa/Itu Negotiated Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cwa/Itu Negotiated Pension Plan? ▼
Next read for Cwa/Itu Negotiated Pension Plan
Scale reading
Ways to act on Cwa/Itu Negotiated Pension Plan's numbers.
- By total assets, Cwa/Itu Negotiated Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Board of Trustees Cwa/Itu Negotiated Pension Plan's sponsor-wide assets have grown 94.1% since 2022 across 3 plan years on file. More Manufacturing plans