Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & Pension Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 350
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $387,479
- Avg per participant High balance/head
Official DOL plan name: Dairy Industry - Union Pension Plan for Philadelphia and Vicinity · Sponsored by Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & · New Jersey · Transportation & Warehousing
$136M in assets, 350 participants
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &'s Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reported $136M in total assets and 350 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,981 in Transportation & Warehousing (3,299 peers)
Coverage in New Jersey
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity covers 350 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $136M.
- #2,981
- in Transportation & Warehousing (3,299 peers)
- +3.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's outsized position by total assets
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$135,617,608 Top 8% higher than 92% 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
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dairy Industry - Union Pension Plan for Philadelphia and Vicinity sits mid-pack in the medium band (350 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reported participants fell from 377 in the plan year 2023 filing to 350 in the plan year 2024 filing.
- Dairy Industry - Union Pension Plan for Philadelphia and Vicinity end-of-year assets rose from $131M in the plan year 2023 filing to $136M in the plan year 2024 filing.
DOL schedule card
Filing strip 236283288 · Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & PY 2024 · Defined Benefit (Pension)
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity · $136M · 350 · 92nd
- RANK $136M
- PHOTO 350
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Northern Mn-Wi Area Retail Clerks Pension Fund
- ASSETS ind #2981
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 →
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $5M |
| Employer EIN | 236283288 |
| Plan Effective Date | 1952-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &)
Sponsor-wide plan assets over time
All Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 8.36783180734586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 307 | $125M |
| 2023 | 1 | 377 | $131M |
| 2024 | 1 | 350 | $136M |
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
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Northern Mn-Wi Area Retail Clerks Pension Fund in MN ($136M); by covered participants it is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Northern Mn-Wi Area Retail Clerks Pension Fund (MN) $136M · 1,668
- Seaboard Corporation Pension Plan (KS) $136M · 351
- Atlanta Ironworkers Local #387 Pension Plan (TN) $136M · 723
- Care New England Pension Plan (RI) $136M · 1,668
Similar participant headcount
Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.