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

LOCAL 360 LABOR-MANAGEMENT PENSION FUND

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

LOCAL 360 LABOR-MANAGEMENT PENSION FUND

This Defined Benefit (Pension) plan holds $117M in total assets and serves 1,252 participants as of 2023. It is sponsored by LOCAL 360 LABOR-MANAGEMENT PENSION FUND in New Jersey. The plan reported positive net income of $8M for the year.

Total Assets (2023)
$117M
Participants
1,252
State
Industry
Retail Trade

What the Filing Says About LOCAL 360 LABOR-MANAGEMENT PENSION FUND

LOCAL 360 LABOR-MANAGEMENT PENSION FUND is a Defined Benefit (Pension) retirement plan sponsored by LOCAL 360 LABOR-MANAGEMENT PENSION FUND, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $117M in total end-of-year assets and covers 1,252 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 516090661, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $109M at the beginning of 2023 to $117M at year-end — a gain of 7.4%. Net assets (after liabilities) closed the year at $117M, with reported net income of $8M 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)$109M
Total Assets (End of Year)$117M
Net Assets (End of Year)$117M
Net Income$8M
Plan TypeDefined Benefit (Pension)
Employer EIN516090661
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOCAL 360 LABOR-MANAGEMENT PENSION FUND)

Year Plans Participants Total Assets
2022 1 1,242 $109M
2023 1 1,252 $117M
2024 1 1,290 $158M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the LOCAL 360 LABOR-MANAGEMENT PENSION FUND?
As of the 2023 Form 5500 filing, LOCAL 360 LABOR-MANAGEMENT PENSION FUND holds $117M in total assets with 1,252 participants. It is sponsored by LOCAL 360 LABOR-MANAGEMENT PENSION FUND.
What type of plan is LOCAL 360 LABOR-MANAGEMENT PENSION FUND?
LOCAL 360 LABOR-MANAGEMENT PENSION FUND is a Defined Benefit (Pension) plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 516090661.
Who sponsors the LOCAL 360 LABOR-MANAGEMENT PENSION FUND?
LOCAL 360 LABOR-MANAGEMENT PENSION FUND is sponsored by LOCAL 360 LABOR-MANAGEMENT PENSION FUND, located in New Jersey. The sponsor's EIN is 516090661 and the plan operates in the Retail Trade industry.
How did LOCAL 360 LABOR-MANAGEMENT PENSION FUND perform in 2023?
LOCAL 360 LABOR-MANAGEMENT PENSION FUND grew by 7.4% during 2023, moving from $109M to $117M in total assets. Net income was $8M.
Where can I find official filings for LOCAL 360 LABOR-MANAGEMENT PENSION FUND?
Official Form 5500 filings for LOCAL 360 LABOR-MANAGEMENT PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516090661 or plan name at efast.dol.gov.
How does LOCAL 360 LABOR-MANAGEMENT PENSION FUND compare to other plans?
You can compare LOCAL 360 LABOR-MANAGEMENT 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 516090661.

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.