Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 20408 Pension Pension Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets: N/A
Participants Small participant base: 4th
Percentile by assets National rank

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Official DOL plan name: Local 20408 Pension Fund · Sponsored by Board of Trustees of Local 20408 Pension · New Jersey · Transportation & Warehousing

$62K in assets, N/A participants

Board of Trustees of Local 20408 Pension's Local 20408 Pension Fund reported $62K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#162 in Transportation & Warehousing (3,362 peers)

Board of Trustees of Local 20408 Pension multi-year trail

Board of Trustees of Local 20408 Pension's plans moved +623.0% in assets from 2022 to 2024; this filing shows Local 20408 Pension Fund at $62K / N/A participants.

#162
in Transportation & Warehousing (3,362 peers): +1222.7%
assets growth YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 20408 Pension Fund among the smaller filed plans by assets

Local 20408 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$61,653 4th percentile higher than 4% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 20408 Pension Fund end-of-year assets rose from $5K in the plan year 2022 filing to $62K in the plan year 2023 filing.
Local 20408 Pension Fund reported net income fell from -$317K in the plan year 2022 filing to -$461K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133078797 · Board of Trustees of Local 20408 Pension PY 2023 · Defined Benefit (Pension)

Local 20408 Pension Fund · $62K · N/A · 4th

ASSETS $62K
ASSETS N/A
ASSETS 4th
ASSETS Defined Benefit (Pension)
ASSETS near Psa-Ila Pension Plan
ASSETS ind #162

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Local 20408 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of Local 20408 Pension multi-year asset trail

Latest sponsor-wide plan assets: $34K 622.9993563612959% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$5K
2023	1	N/A	$62K
2024	1	N/A	$34K

Board of Trustees of Local 20408 Pension filing trail (2023)

Total Assets (Beginning of Year)	$5K
Net Assets (End of Year)	-$5M
Net Income	-$461K
Employer EIN	133078797
Plan Effective Date	1973-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 20408 Pension Fund 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

Compare Local 20408 Pension Fund side-by-side with 3 peers →

Local 20408 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Psa-Ila Pension Plan in MS at $63K (this filing: $62K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62K here).

Psa-Ila Pension Plan (MS) $63K · N/A
Institute of Nuclear Power Operations Pension Plan (GA) $59K · 59
Graphic Communications Union Local 17m Pension Trust Fund (IN) $65K · N/A
Retirement Plan for Employees of Chemalloy Company, Inc. (PA) $57K · 13

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 20408 Pension Fund assets move in 2023? ▼

Local 20408 Pension Fund surged - up 1222.7% during 2023, from $5K to $62K. Reported net income was -$461K.

How have Board of Trustees of Local 20408 Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 20408 Pension's sponsor-wide assets grew 623.0%, from $5K to $34K.

Where does Local 20408 Pension Fund rank by assets among Form 5500 filers? ▼

Local 20408 Pension Fund ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 20408 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Psa-Ila Pension Plan in MS ($63K, N/A participants).

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 133078797.