Defined Benefit (Pension) · DOL Form 5500 · 2024

United Food and Commercial Workers International Union Local 464a Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
37
Participants Small participant base
65th
Percentile by assets National rank
$411,924
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Officers,Business Reps and Office Employees of Local 464a · Sponsored by United Food and Commercial Workers International Union Local 464a · New Jersey · Retail Trade

$15M in assets, 37 participants

United Food and Commercial Workers International Union Local 464a's Retirement Plan for Officers,Business Reps and Office Employees of Local 464a reported $15M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,087 in Retail Trade (8,048 peers)

United Food and Commercial Workers International Union Local 464a multi-year trail

United Food and Commercial Workers International Union Local 464a's plans moved +31.0% in assets from 2022 to 2024; this filing shows Retirement Plan for Officers,Business Reps and Office Employees of Local 464a at $15M / 37 participants.

#6,087
in Retail Trade (8,048 peers)
+15.1%
assets growth YoY

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a's mid-pack asset rank among Retail Trade and all filers

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,241,193 Top 35% higher than 65% of 123,620 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 2024

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Officers,Business Reps and Office Employees of Local 464a is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Officers,Business Reps and Office Employees of Local 464a reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Plan for Officers,Business Reps and Office Employees of Local 464a end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221435504 · United Food and Commercial Workers International Union Local 464a PY 2024 · Defined Benefit (Pension)

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a · $15M · 37 · 65th

  • EBSA $15M
  • PART 37
  • TYPE 65th
  • NET Defined Benefit (Pension)
  • BOOK near Puerto Rico Telephone Company Lump Sum Retirement Plan
  • VS-ST ind #6087

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 Retail Trade retirement plans → · Plans in New Jersey →

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in the asset neighbourhood

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck DriversHelena Agri-Enterprises, LLC…$15MAffinia Healthcare Pension PlanAffinia Healthcare Pension P…$15MRetirement Plan for Officers,Business Reps and Office Employees of Local 464aRetirement Plan for Officers…$15MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$15MDorsey & Whitney LLP Supplemental Pension PlanDorsey & Whitney LLP Supplem…$15M
End-of-year total assets ($M) among Retirement Plan for Officers,Business Reps and Office Employees of Local 464a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

United Food and Commercial Workers International Union Local 464a multi-year asset trail

Sponsor-wide plan assets over time

All United Food and Commercial Workers International Union Local 464a plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.99759581500599% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 39 $12M
2023 1 37 $13M
2024 1 37 $15M

United Food and Commercial Workers International Union Local 464a filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN221435504
Plan Effective Date1971-01-01
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.

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan for Officers,Business Reps and Office Employees of Local 464a, Total assets ($B): 0.015241193 · Participants: 37Retirement Plan for Officers,Business Reps and Office Employees of Local 464aRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan for Officers,Business Reps and Office Employees of Local 464a's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Puerto Rico Telephone Company Lump Sum Retirement Plan in PR ($15M); by covered participants it is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Officers,Business Reps and Office Employees of Local 464a assets move in 2024?
Retirement Plan for Officers,Business Reps and Office Employees of Local 464a grew sharply - up 15.1% during 2024, from $13M to $15M. Reported net income was $2M.
How have United Food and Commercial Workers International Union Local 464a plan assets changed over time?
Across 3 plan years on file (2022-2024), United Food and Commercial Workers International Union Local 464a's sponsor-wide assets grew 31.0%, from $12M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Officers,Business Reps and Office Employees of Local 464a?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Puerto Rico Telephone Company Lump Sum Retirement Plan in PR ($15M, 1,038 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Officers,Business Reps and Office Employees of Local 464a?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants, $12M in assets).