Defined Benefit (Pension) · DOL Form 5500 · 2023
Joint Board of Trustees Local 2066 Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 39th
- Percentile by assets National rank
Official DOL plan name: Local 2066 Pension Fund · Sponsored by Joint Board of Trustees Local 2066 · New Jersey · Manufacturing
$4M in assets, N/A participants
Joint Board of Trustees Local 2066's Local 2066 Pension Fund reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,091 in Manufacturing (18,722 peers)
What the 2023 filing shows
Local 2066 Pension Fund holds $4M for N/A participants, in the lower half of filed plans by assets.
- #4,091
- in Manufacturing (18,722 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 2066 Pension Fund's mid-pack asset rank among Manufacturing and all filers
Local 2066 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,627,118 39th percentile higher than 39% 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 2066 Pension Fund reported participants fell from 31 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Local 2066 Pension Fund reported net income rose from -$368K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 226171510 · Joint Board of Trustees Local 2066 PY 2023 · Defined Benefit (Pension)
Local 2066 Pension Fund · $4M · N/A · 39th
- BOY $4M
- SCH N/A
- EBSA 39th
- PART Defined Benefit (Pension)
- TYPE near Sheet Metal Workers Local 194 Industrial Pension Fund
- NET ind #4091
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 →
Local 2066 Pension Fund in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$27K |
| Employer EIN | 226171510 |
| Plan Effective Date | 1966-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Local 2066)
Sponsor-wide plan assets over time
All Joint Board of Trustees Local 2066 plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.5164722215830206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $4M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | N/A | $4M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Local 2066 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 Sheet Metal Workers Local 194 Industrial Pension Fund in PA at $4M (this filing: $4M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.