Other
2023 plan-year Other DOL Form 5500

Southern Council of Industrial Workers Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brd of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund · New Jersey · Manufacturing

What the 2023 filing shows

Southern Council of Industrial Workers Pension Plan holds $165K for N/A participants, up 13.5% over the 2023 plan year.

$165K
total plan assets (2023 EOY)
N/A
covered participants
+13.5%
assets growth YoY

The plan reported a net loss of $286K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$165K
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About Southern Council of Industrial Workers Pension Plan

Southern Council of Industrial Workers Pension Plan is a Other retirement plan sponsored by Brd of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $165K in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 620977497, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $145K at the beginning of 2023 to $165K at year-end — a gain of 13.5%. Net assets (after liabilities) closed the year at $-3,728,919, with reported net income of $-286,211 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$145K
Total Assets (End of Year)$165K
Net Assets (End of Year)$-3,728,919
Net Income$-286,211
Plan TypeOther
Employer EIN620977497
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund)

Year Plans Participants Total Assets
2022 1 N/A $145K
2023 1 N/A $165K
2024 1 N/A $162K

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Southern Council of Industrial Workers Pension Plan?
As of the 2023 Form 5500 filing, Southern Council of Industrial Workers Pension Plan holds $165K in total assets with N/A participants. It is sponsored by Brd of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund.
What type of plan is Southern Council of Industrial Workers Pension Plan?
Southern Council of Industrial Workers Pension Plan is a Other plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 620977497.
Who sponsors the Southern Council of Industrial Workers Pension Plan?
Southern Council of Industrial Workers Pension Plan is sponsored by Brd of Trust of the Southern Coun- Cil of Industrial Workers Pen Fund, located in New Jersey. The sponsor's EIN is 620977497 and the plan operates in the Manufacturing industry.
How did Southern Council of Industrial Workers Pension Plan perform in 2023?
Southern Council of Industrial Workers Pension Plan grew by 13.5% during 2023, moving from $145K to $165K in total assets. Net income was $-286,211.
Where can I find official filings for Southern Council of Industrial Workers Pension Plan?
Official Form 5500 filings for Southern Council of Industrial Workers Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620977497 or plan name at efast.dol.gov.
How does Southern Council of Industrial Workers Pension Plan compare to other plans?
You can compare Southern Council of Industrial Workers Pension Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620977497.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.