Defined Benefit (Pension) · DOL Form 5500 · 2023

South Jersey Labor & Management Pension Fund Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
25th
Percentile by assets National rank
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Official DOL plan name: South Jersey Labor & Management Pension Fund · Sponsored by South Jersey Labor & Management Pension Fund · New Jersey · Manufacturing

$1M in assets, N/A participants

South Jersey Labor & Management Pension Fund's South Jersey Labor & Management Pension Fund reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,061 in Manufacturing (18,722 peers)

South Jersey Labor & Management Pension Fund multi-year trail

South Jersey Labor & Management Pension Fund's plans moved -18.6% in assets from 2022 to 2024; this filing shows South Jersey Labor & Management Pension Fund at $1M / N/A participants.

#2,061
in Manufacturing (18,722 peers)
-9.0%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Jersey Labor & Management Pension Fund among the smaller filed plans by assets

South Jersey Labor & Management Pension Fund vs every filed plan by assets

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

$1,154,049 25th percentile higher than 25% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Jersey Labor & Management Pension Fund reported net income rose from -$235K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
  • South Jersey Labor & Management Pension Fund end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 216013639 · South Jersey Labor & Management Pension Fund PY 2023 · Defined Benefit (Pension)

South Jersey Labor & Management Pension Fund · $1M · N/A · 25th

  • VS-ST $1M
  • BOY N/A
  • SCH 25th
  • EBSA Defined Benefit (Pension)
  • PART near Tres Rios Retirement Plan Trust
  • TYPE ind #2061

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 Manufacturing retirement plans → · Plans in New Jersey →

South Jersey Labor & Management Pension Fund in the asset neighbourhood

Tres Rios Retirement Plan TrustTres Rios Retirement Plan Tr…$1MJoan Michelman Ltd. Retirement TrustJoan Michelman Ltd. Retireme…$1MSouth Jersey Labor & Management Pension FundSouth Jersey Labor & Managem…$1MSuperior Fibers, LLC Defined Benefit Plan & TrustSuperior Fibers, LLC Defined…$1MNeurosurgery & Spinal Disorders, PLLC Defined Benefit Pension PlanNeurosurgery & Spinal Disord…$1M
End-of-year total assets ($M) among South Jersey Labor & Management Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

South Jersey Labor & Management Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All South Jersey Labor & Management Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.60065529012391% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.27M $1.03M ▼ -18.9%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $1M

South Jersey Labor & Management Pension Fund filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$120K
Employer EIN216013639
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

South Jersey Labor & Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants South Jersey Labor & Management Pension Fund, Total assets ($B): 0.001154049 · Participants: 0South Jersey Labor & Management Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
South Jersey Labor & Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare South Jersey Labor & Management Pension Fund side-by-side with 3 peers →

South Jersey Labor & Management 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 Tres Rios Retirement Plan Trust in PR at $1M (this filing: $1M).

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 South Jersey Labor & Management Pension Fund assets move in 2023? ▼
South Jersey Labor & Management Pension Fund pulled back noticeably - down 9.0% during 2023, from $1M to $1M. Reported net income was -$120K.
How have South Jersey Labor & Management Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Jersey Labor & Management Pension Fund's sponsor-wide assets declined 18.6%, from $1M to $1M.
Where does South Jersey Labor & Management Pension Fund rank by assets among Form 5500 filers? ▼
South Jersey Labor & Management Pension Fund ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to South Jersey Labor & Management Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tres Rios Retirement Plan Trust in PR ($1M, 2 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 216013639.

Read our methodology - how this data is sourced, computed, and verified.

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