Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND

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

UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND

This Defined Benefit (Pension) plan holds $344M in total assets and serves 26 participants as of 2023. It is sponsored by UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND in New Jersey. The plan reported positive net income of $293M for the year.

Total Assets (2023)
$344M
Participants
26
State
Industry
Retail Trade

What the Filing Says About UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND

UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND is a Defined Benefit (Pension) retirement plan sponsored by UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $344M in total end-of-year assets and covers 26 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 236405043, and the plan has been effective since 1972-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $51M at the beginning of 2023 to $344M at year-end — a gain of 572.5%. Net assets (after liabilities) closed the year at $344M, with reported net income of $293M 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)$51M
Total Assets (End of Year)$344M
Net Assets (End of Year)$344M
Net Income$293M
Plan TypeDefined Benefit (Pension)
Employer EIN236405043
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND)

Year Plans Participants Total Assets
2022 1 26 $51M
2023 1 26 $344M
2024 1 27 $335M

Nearby Defined Benefit (Pension) Plans in New Jersey

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Frequently Asked Questions

How much money is in the UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND?
As of the 2023 Form 5500 filing, UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND holds $344M in total assets with 26 participants. It is sponsored by UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND.
What type of plan is UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND?
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND is a Defined Benefit (Pension) plan. It has been effective since 1972-07-01. The plan is filed with the U.S. Department of Labor under EIN 236405043.
Who sponsors the UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND?
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND is sponsored by UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND, located in New Jersey. The sponsor's EIN is 236405043 and the plan operates in the Retail Trade industry.
How did UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND perform in 2023?
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND grew by 572.5% during 2023, moving from $51M to $344M in total assets. Net income was $293M.
Where can I find official filings for UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND?
Official Form 5500 filings for UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236405043 or plan name at efast.dol.gov.
How does UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND compare to other plans?
You can compare UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND against other Defined Benefit (Pension) 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 236405043.

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 official public datasets. See our methodology for details.