Defined Benefit (Pension) · DOL Form 5500 · 2024

Pension Plan of Local 464a Pension Plan

Data updated 2026-08-11

$1.2B
Total assets
7,229
Participants
99th
Percentile by assets
$170,924
Avg per participant
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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.

  • 99th percentile by assets (of 123,622 plans)
  • #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.

$1.2B
total plan assets (2024 EOY)
7,229
covered participants
99th
percentile by assets (of 123,622 plans)
$170,924
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Pension Plan of Local 464a reports 7,229 participants - 8.6x that state average ($1.2B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.2B
Net Income$189M
Employer EIN226051600
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Plan of Local 464a)

$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.91B $1.24B ▲ +36.3%
Total plan assets by year, all Pension Plan of Local 464a plans on file
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.

Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0510152025 Total assets ($B) Participants Pension Plan of Loca…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Merck US Pension Plan
Pension Plan of Local 464a vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of Local 464a by total assets, not by location.

Frequently Asked Questions

How did Pension Plan of Local 464a assets move in 2024?
Pension Plan of Local 464a grew sharply - up 18.0% during 2024, from $1.0B to $1.2B. Reported net income was $189M.
How have Pension Plan of Local 464a plan assets changed over time?
Across 3 plan years on file (2022-2024), Pension Plan of Local 464a's sponsor-wide assets grew 36.4%, from $906M to $1.2B.
Where does Pension Plan of Local 464a rank by assets among Form 5500 filers?
Pension Plan of Local 464a ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Local 464a?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Elevance Health Cash Balance Plan a in IN ($1.2B, 7,552 participants).

Filing takeaways

Ways to act on Pension Plan of Local 464a's numbers.

  • By total assets, Pension Plan of Local 464a ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
  • Pension Plan of Local 464a's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Retail Trade plans