Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 734 Pension Fund Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
31
Participants Small participant base
86th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Local 734 Pension Fund · Sponsored by Board of Trustees Local 734 Pension Fund · New Jersey · Construction

$55M in assets, 31 participants

Board of Trustees Local 734 Pension Fund's Local 734 Pension Fund reported $55M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,620 in Construction (9,030 peers)

Where Local 734 Pension Fund sits by assets

Local 734 Pension Fund sits in the top quartile of all filed plans by assets, $55M for 31 participants (~$1.8M/participant), up 0.3% in 2023.

#7,620
in Construction (9,030 peers)
+0.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 734 Pension Fund's outsized position by total assets

Local 734 Pension Fund vs every filed plan by assets

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

$55,252,278 Top 14% higher than 86% 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 734 Pension Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 734 Pension Fund is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 734 Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $972K in the plan year 2023 filing.
  • Local 734 Pension Fund end-of-year assets rose from $55M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 226174132 · Board of Trustees Local 734 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 734 Pension Fund · $55M · 31 · 86th

  • ASSETS $55M
  • PCT 31
  • EIN 86th
  • RANK Defined Benefit (Pension)
  • PHOTO near Hardinge Inc. Pension Plan
  • IND ind #7620

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 Construction retirement plans → · Plans in New Jersey →

Local 734 Pension Fund in the asset neighbourhood

IBEW Local Union No. 861 Pension and Retirement FundIBEW Local Union No. 861 Pen…$55MHardinge Inc. Pension Plan$55MLocal 734 Pension Fund$55MPorsche Employees' Retirement PlanPorsche Employees' Retiremen…$55MKern Regional Center Defined Benefit Retirement PlanKern Regional Center Defined…$55M
End-of-year total assets ($M) among Local 734 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)$55M
Net Assets (End of Year)$53M
Net Income$972K
Employer EIN226174132
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 734 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 734 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$50M 8.578456011579025% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $55.1M $50.4M ▼ -8.6%
Year Plans Participants Total Assets
2022 1 31 $55M
2023 1 31 $55M
2024 1 30 $50M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 734 Pension Fund, Total assets ($B): 0.055252278 · Participants: 31Local 734 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 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 734 Pension Fund side-by-side with 3 peers →

Local 734 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 Hardinge Inc. Pension Plan in NY ($55M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 734 Pension Fund assets move in 2023? ▼
Local 734 Pension Fund held essentially flat - up 0.3% during 2023, from $55M to $55M. Reported net income was $972K.
How have Board of Trustees Local 734 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 734 Pension Fund's sponsor-wide assets declined 8.6%, from $55M to $50M.
Where does Local 734 Pension Fund rank by assets among Form 5500 filers? ▼
Local 734 Pension Fund ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hardinge Inc. Pension Plan in NY ($55M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants, $39M 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 226174132.

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.