Defined Benefit (Pension) · DOL Form 5500 · 2024
Zwi Group LLC Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $328,143
- Avg per participant High balance/head
Official DOL plan name: Zwi Group LLC Pension Plan · Sponsored by Zwi Group LLC · New Jersey · Wholesale Trade
$6M in assets, 18 participants
Zwi Group LLC's Zwi Group LLC Pension Plan reported $6M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,104 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Zwi Group LLC Pension Plan holds $6M for 18 participants - about $328,143 per participant, in the lower half of filed plans by assets.
- #2,104
- in Wholesale Trade (6,080 peers)
- -8.0%
- assets change YoY
The plan reported a net loss of $513K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zwi Group LLC Pension Plan's mid-pack asset rank among Wholesale Trade and all filers
Zwi Group LLC Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,906,579 45th percentile higher than 45% 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
Zwi Group LLC Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zwi Group LLC Pension Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zwi Group LLC Pension Plan reported net income fell from $312K in the plan year 2023 filing to -$513K in the plan year 2024 filing.
- Zwi Group LLC Pension Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Zwi Group LLC Pension Plan reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 273225877 · Zwi Group LLC PY 2024 · Defined Benefit (Pension)
Zwi Group LLC Pension Plan · $6M · 18 · 45th
- EIN $6M
- EIN 18
- EIN 45th
- EIN Defined Benefit (Pension)
- EIN near Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York
- EIN ind #2104
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Zwi Group LLC Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$513K |
| Employer EIN | 273225877 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zwi Group LLC)
Sponsor-wide plan assets over time
All Zwi Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 5.286353626453149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32 | $10M |
| 2023 | 2 | 33 | $10M |
| 2024 | 2 | 34 | $9M |
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
Zwi Group LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York in NY ($6M); by covered participants it is Palco Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
- Palco Retirement Plan (CA) 18 · 0 off
- Tooling Concepts, Inc. Cash Balance Plan (MI) 18 · 0 off
- Paulo Products Company Employees' Pension Plan (MO) 18 · 0 off
- Titan Bryan Pension Plan (IL) 18 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.