Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 1964 Ila Retirement Fund Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
368
Participants Below avg headcount
85th
Percentile by assets National rank
$127,902
Avg per participant Near avg balance/head
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Official DOL plan name: Local 1964 Ila Retirement Fund · Sponsored by Local 1964 Ila Retirement Fund · New Jersey · Transportation & Warehousing

$47M in assets, 368 participants

Local 1964 Ila Retirement Fund's Local 1964 Ila Retirement Fund reported $47M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,800 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Local 1964 Ila Retirement Fund covers 368 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $47M.

#2,800
in Transportation & Warehousing (3,362 peers)
+16.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Local 1964 Ila Retirement Fund's outsized position by total assets

Local 1964 Ila Retirement Fund vs every filed plan by assets

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

$47,067,920 Top 15% higher than 85% 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 1964 Ila Retirement Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 1964 Ila Retirement Fund sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 1964 Ila Retirement Fund reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Local 1964 Ila Retirement Fund end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Local 1964 Ila Retirement Fund reported participants rose from 358 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 226244648 · Local 1964 Ila Retirement Fund PY 2023 · Defined Benefit (Pension)

Local 1964 Ila Retirement Fund · $47M · 368 · 85th

  • EBSA $47M
  • PART 368
  • TYPE 85th
  • NET Defined Benefit (Pension)
  • BOOK near Ideal Industries, Inc. Retirement Plan
  • VS-ST ind #2800

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Local 1964 Ila Retirement Fund in the asset neighbourhood

Ideal Industries, Inc. Retirement PlanIdeal Industries, Inc. Retir…$47MLocal 1964 Ila Retirement FundLocal 1964 Ila Retirement Fu…$47MNew Orleans Electrical Pension FundNew Orleans Electrical Pensi…$47MCollins Pine Company Retirement PlanCollins Pine Company Retirem…$47MActors' Equity Association Staff Pension PlanActors' Equity Association S…$47M
End-of-year total assets ($M) among Local 1964 Ila Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN226244648
Plan Effective Date1972-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 1964 Ila Retirement Fund)

Sponsor-wide plan assets over time

All Local 1964 Ila Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 31.54748871151081% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.3M $53M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 358 $40M
2023 1 368 $47M
2024 1 377 $53M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 1964 Ila Retirement Fund, Total assets ($B): 0.04706792 · Participants: 368Local 1964 Ila Retirement 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 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 1964 Ila Retirement Fund side-by-side with 3 peers →

Local 1964 Ila Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Ideal Industries, Inc. Retirement Plan in IL ($47M); by covered participants it is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 1964 Ila Retirement Fund assets move in 2023? ▼
Local 1964 Ila Retirement Fund grew sharply - up 16.8% during 2023, from $40M to $47M. Reported net income was $7M.
How have Local 1964 Ila Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 1964 Ila Retirement Fund's sponsor-wide assets grew 31.5%, from $40M to $53M.
Where does Local 1964 Ila Retirement Fund rank by assets among Form 5500 filers? ▼
Local 1964 Ila Retirement Fund ranks in the 85th 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 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ideal Industries, Inc. Retirement Plan in IL ($47M, 1,100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA (368 participants, $213M 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 226244648.

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.