Defined Benefit (Pension) · DOL Form 5500 · 2023

Luggage Workers Union of Phil. & Vic. Lo Pension Plan

Data updated 2026-08-11

$4K
Total assets: N/A
Participants: 1st
Percentile by assets

Official DOL plan name: Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan · Sponsored by Luggage Workers Union of Phil. & Vic. Lo · New Jersey · Manufacturing

$4K in assets, N/A participants

Luggage Workers Union of Phil. & Vic. Lo's Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan reported $4K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

1st percentile by assets (of 127,072 plans)
#81 in Manufacturing (18,722 peers)

Luggage Workers Union of Phil. & Vic. Lo multi-year trail

Luggage Workers Union of Phil. & Vic. Lo's plans moved +204.5% in assets from 2022 to 2024; this filing shows Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan at $4K / N/A participants.

$4K
total plan assets (2023 EOY): N/A
covered participants: 1st
percentile by assets (of 127,072 plans): -2.6%
assets change YoY

The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan sits by total assets

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan vs every filed plan by assets

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

$4,246 1st percentile higher than 1% 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

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan reported net income fell from -$135K in the plan year 2022 filing to -$215K in the plan year 2023 filing.
Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan end-of-year assets fell from $4K in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Manufacturing

Luggage Workers Union of Phil. & Vic. Lo across 3 plan years on file

Across the 3 plan years Luggage Workers Union of Phil. & Vic. Lo has on file (2022-2024), sponsor-wide plan assets have moved from $4K to $13K, a gain of 204.5%. Peak year by sponsor assets: 2024 ($13K); trough: 2023 ($4K).

Luggage Workers Union of Phil. & Vic. Lo multi-year asset trail

Total plan assets by year, all Luggage Workers Union of Phil. & Vic. Lo plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$4K
2023	1	N/A	$4K
2024	1	N/A	$13K

Luggage Workers Union of Phil. & Vic. Lo filing trail (2023)

Total Assets (Beginning of Year)	$4K
Net Assets (End of Year)	-$3M
Net Income	-$215K
Employer EIN	521368443
Plan Effective Date	1984-01-01
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.

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan 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 Luggage Workers Union of Phil. & Vic. Lo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan by total assets, not by location.

Pension Plan for Miami Hourly Employees (PA) $5K · N/A
Adler Planetarium Retirement Income Plan (IL) $3K · 9
Weingarten Realty Retirement Plan (NY) $3K · 72
Norwegian Christian Home and Health Center Pension Plan (NY) $3K · 172

Frequently Asked Questions

How did Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan assets move in 2023? ▼

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan edged down modestly - down 2.6% during 2023, from $4K to $4K. Reported net income was -$215K.

How have Luggage Workers Union of Phil. & Vic. Lo plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Luggage Workers Union of Phil. & Vic. Lo's sponsor-wide assets grew 204.5%, from $4K to $13K.

Where does Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan rank by assets among Form 5500 filers? ▼

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan ranks in the 1st 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 Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Miami Hourly Employees in PA ($5K, N/A participants).

Next read for Luggage Workers Union of Phil. & Vic. Lo…

Multi-year trail

Ways to act on Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan's numbers.

By total assets, Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
Luggage Workers Union of Phil. & Vic. Lo's sponsor-wide assets have grown 204.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 521368443.