Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 365 UAW Pension Fund Pension Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
5
Participants Small participant base
95th
Percentile by assets National rank
$42.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 365 UAW Pension Fund · Sponsored by Local 365 UAW Pension Fund · New Jersey · Retail Trade

$215M in assets, 5 participants

Local 365 UAW Pension Fund's Local 365 UAW Pension Fund reported $215M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,179 in Retail Trade (8,414 peers)

Where Local 365 UAW Pension Fund sits by assets

Local 365 UAW Pension Fund sits in the top 5% of all filed plans by assets, $215M for 5 participants (~$42.9M/participant), up 2.4% in 2023.

#8,179
in Retail Trade (8,414 peers)
+2.4%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Local 365 UAW Pension Fund's outsized position by total assets

Local 365 UAW Pension Fund vs every filed plan by assets

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

$214,686,998 Top 5% higher than 95% 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

Local 365 UAW Pension Fund among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 365 UAW Pension Fund is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 365 UAW Pension Fund reported net income fell from $219M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Local 365 UAW Pension Fund reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Local 365 UAW Pension Fund end-of-year assets rose from $210M in the plan year 2022 filing to $215M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 116045281 · Local 365 UAW Pension Fund PY 2023 · Defined Benefit (Pension)

Local 365 UAW Pension Fund · $215M · 5 · 95th

  • ASSETS $215M
  • PCT 5
  • EIN 95th
  • RANK Defined Benefit (Pension)
  • PHOTO near University of Virginia Physicians Group Clinicians Supplemental Retirement Plan
  • IND ind #8179

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 Retail Trade retirement plans → · Plans in New Jersey →

Local 365 UAW Pension Fund in the asset neighbourhood

Alstom Transportation Retirement PlanAlstom Transportation Retire…$215MLocal 365 UAW Pension Fund$215MUniversity of Virginia Physicians Group Clinicians Supplemental Retirement PlanUniversity of Virginia Physi…$215MNorthwest Airlines Pension Plan for Salaried EmployeesNorthwest Airlines Pension P…$214MRetirement Plan for Partners of Wilmer Cutler Pickering Hale and Dorr LLPRetirement Plan for Partners…$214M
End-of-year total assets ($M) among Local 365 UAW Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$215M
Net Income$5M
Employer EIN116045281
Plan Effective Date1952-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 365 UAW Pension Fund)

Sponsor-wide plan assets over time

All Local 365 UAW Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$211M 0.7202067960219638% vs 2022
2024 filing year
$208M$210M$212M$214M$216M 202220232024 $210M $211M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 7 $210M
2023 1 5 $215M
2024 1 5 $211M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 365 UAW Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 365 UAW Pension Fund, Total assets ($B): 0.214686998 · Participants: 5Local 365 UAW 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
Local 365 UAW Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 365 UAW Pension Fund side-by-side with 3 peers →

Local 365 UAW Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is University of Virginia Physicians Group Clinicians Supplemental Retirement Plan in VA ($215M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

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 365 UAW Pension Fund assets move in 2023? ▼
Local 365 UAW Pension Fund edged up modestly - up 2.4% during 2023, from $210M to $215M. Reported net income was $5M.
How have Local 365 UAW Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 365 UAW Pension Fund's sponsor-wide assets grew 0.7%, from $210M to $211M.
Where does Local 365 UAW Pension Fund rank by assets among Form 5500 filers? ▼
Local 365 UAW Pension Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 365 UAW Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is University of Virginia Physicians Group Clinicians Supplemental Retirement Plan in VA ($215M, 505 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 365 UAW Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M in assets).

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 116045281.

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.