Defined Benefit (Pension) · DOL Form 5500 · 2024
Pension Plan of Local 464a Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 7,229
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $170,924
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Plan of Local 464a · Sponsored by Pension Plan of Local 464a · New Jersey · Retail Trade
$1.2B in assets, 7,229 participants
Pension Plan of Local 464a's Pension Plan of Local 464a reported $1.2B in total assets and 7,229 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #7,990 in Retail Trade (8,048 peers)
Coverage in New Jersey
Pension Plan of Local 464a covers 7,229 participants in New Jersey, 8.6x the typical New Jersey plan (state average ~844 per filing). Assets: $1.2B.
- #7,990
- in Retail Trade (8,048 peers)
- +18.0%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Pension Plan of Local 464a's outsized position by total assets
Pension Plan of Local 464a vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,235,610,206 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pension Plan of Local 464a's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Local 464a lands in the large band (7,229 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan of Local 464a reported net income rose from $141M in the plan year 2023 filing to $189M in the plan year 2024 filing.
- Pension Plan of Local 464a end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Pension Plan of Local 464a reported participants rose from 7,110 in the plan year 2023 filing to 7,229 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 226051600 · Pension Plan of Local 464a PY 2024 · Defined Benefit (Pension)
Pension Plan of Local 464a · $1.2B · 7,229 · 99th
- PCT $1.2B
- EIN 7,229
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near Elevance Health Cash Balance Plan a
- EOY ind #7990
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 →
Pension Plan of Local 464a in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $189M |
| Employer EIN | 226051600 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Plan of Local 464a)
Sponsor-wide plan assets over time
All Pension Plan of Local 464a plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 36.3704010586485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,116 | $906M |
| 2023 | 1 | 7,110 | $1.0B |
| 2024 | 1 | 7,229 | $1.2B |
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 $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Scale composition for Pension Plan of Local 464a
Pension Plan of Local 464a reports $1.2B in end-of-year assets across 7,229 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $170,924 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $189M.
This plan identity (EIN 226051600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $906M to $1.2B (+36.4%) while covered participants moved from 7,116 to 7,229 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,116 | $906M | Open filing |
| 2023 | 7,110 | $1.0B | Open filing |
| 2024 · index core | 7,229 | $1.2B | This page |
Pension Plan 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 Elevance Health Cash Balance Plan a in IN ($1.2B); by covered participants it is Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan in VA (7,220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Elevance Health Cash Balance Plan a (IN) $1.2B · 7,552
- Laborers' District Council Construction Industry Pension Fund (PA) $1.2B · 2,938
- Hanford Multi-Employer Pension Plan (WA) $1.2B · 1,432
- Memorial Sloan Kettering Cancer Center Pension Plan (NY) $1.2B · 4,491
Similar participant headcount
Nearest other-state filings by covered participants (7,229 participants); asset peers above are excluded.
- Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) 7,220 · 9 off
- Voya Retirement Plan (GA) 7,216 · 13 off
- Tforce Freight Pension Plan (TX) 7,193 · 36 off
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) 7,184 · 45 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.