Defined Benefit (Pension) · DOL Form 5500 · 2023
Bmw of North America LLC Pension Plan
Data updated 2026-08-25
- $721M
- Total assets Above avg plan size
- 1,442
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $499,737
- Avg per participant High balance/head
Official DOL plan name: 2019 Bmw Pension Plan · Sponsored by Bmw of North America LLC · New Jersey · Wholesale Trade
$721M in assets, 1,442 participants
Bmw of North America LLC's 2019 Bmw Pension Plan reported $721M in total assets and 1,442 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #6,230 in Wholesale Trade (6,309 peers)
Where 2019 Bmw Pension Plan sits by assets
2019 Bmw Pension Plan sits in the top 5% of all filed plans by assets, $721M for 1,442 participants (~$499,737/participant), up 3.4% in 2023.
- #6,230
- in Wholesale Trade (6,309 peers)
- +3.4%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
2019 Bmw Pension Plan's outsized position by total assets
2019 Bmw Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$720,621,028 Top 2% higher than 98% 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
2019 Bmw 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. 2019 Bmw Pension Plan lands in the large band (1,442 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 2019 Bmw Pension Plan reported net income rose from -$216M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- 2019 Bmw Pension Plan reported participants fell from 1,499 in the plan year 2022 filing to 1,442 in the plan year 2023 filing.
- 2019 Bmw Pension Plan end-of-year assets rose from $697M in the plan year 2022 filing to $721M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222139469 · Bmw of North America LLC PY 2023 · Defined Benefit (Pension)
2019 Bmw Pension Plan · $721M · 1,442 · 98th
- BOY $721M
- BOY 1,442
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation
- BOY ind #6230
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 →
2019 Bmw Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $697M |
|---|---|
| Net Assets (End of Year) | $718M |
| Net Income | $23M |
| Employer EIN | 222139469 |
| Plan Effective Date | 2019-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bmw of North America LLC)
Sponsor-wide plan assets over time
All Bmw of North America LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 29.362884735428068% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,194 | $2.3B |
| 2023 | 2 | 13,722 | $2.7B |
| 2024 | 2 | 14,315 | $3.0B |
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
2019 Bmw 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 Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation in WI ($720M); by covered participants it is IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan a in NE (1,442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($721M here).
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation (WI) $720M · 569
- Teco Energy Group Retirement Plan (FL) $722M · 3,381
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $719M · 4,836
- Sheet Metal Workers' Local 73 Pension Fund (IL) $718M · 1,865
Similar participant headcount
Nearest other-state filings by covered participants (1,442 participants); asset peers above are excluded.
- IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan a (NE) 1,442 · 0 off
- Lafargeholcim US Pension Plan (MI) 1,442 · 0 off
- Fox Pension Plan (NY) 1,443 · 1 off
- Colgate-Palmolive Company Employees' Retirement Income Plan (NY) 1,443 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.