Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$4K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

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.

  • #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.

#81
in Manufacturing (18,722 peers)
-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.

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan among the smaller filed plans by 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

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

  • 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 →

Published 5500 schedule card

Filing strip 521368443 · Luggage Workers Union of Phil. & Vic. Lo PY 2023 · Defined Benefit (Pension)

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan · $4K · N/A · 1st

  • NET $4K
  • BOOK N/A
  • VS-ST 1st
  • BOY Defined Benefit (Pension)
  • SCH near Pension Plan for Miami Hourly Employees
  • EBSA ind #81

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 →

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan in the asset neighbourhood

Pension Plan for Miami Hourly EmployeesPension Plan for Miami Hourl…$5KLuggage Workers Union of Phil. & Vic. Local 61 Retirement PlanLuggage Workers Union of Phi…$4KAdler Planetarium Retirement Income PlanAdler Planetarium Retirement…$3KWeingarten Realty Retirement PlanWeingarten Realty Retirement…$3KNorwegian Christian Home and Health Center Pension PlanNorwegian Christian Home and…$3K
End-of-year total assets ($M) among Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Luggage Workers Union of Phil. & Vic. Lo plans reported in each filing year

Latest sponsor-wide plan assets
$13K 204.54128440366972% vs 2022
2024 filing year
$0M$0.01M$0.01M$0.02M 202220232024 $0M $0.01M ▲ +0.0%
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 EIN521368443
Plan Effective Date1984-01-01
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.

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan, Total assets ($B): 0.000004246 · Participants: 0Luggage Workers Union of Phil. & Vic. Local 61 Retirement PlanRetirement 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
Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan side-by-side with 3 peers →

Luggage Workers Union of Phil. & Vic. Local 61 Retirement Plan'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 Pension Plan for Miami Hourly Employees in PA at $5K (this filing: $4K).

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 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).

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.

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.