Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Dairy Industry - Union Pension Plan for Philadelphia & Pension Plan
Data updated 2026-08-11
- $136M
- Total assets
- 350
- Participants
- 92nd
- Percentile by assets
- $387,479
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $136M
- total plan assets (2024 EOY)
- 350
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $387,479
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Dairy Industry - Union Pension Plan for Philadelphia and Vicinity reports 350 participants - about 41% of that state average ($136M EOY assets).
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 &)
| 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.
Dairy Industry - Union Pension Plan for Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Dairy Industry - Union Pension Plan for Philadelphia and Vicinity by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Dairy Industry - Union Pension Plan for Philadelphia and Vicinity's numbers.
- By total assets, Dairy Industry - Union Pension Plan for Philadelphia and Vicinity ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Trustees of the Dairy Industry - Union Pension Plan for Philadelphia &'s sponsor-wide assets have grown 8.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans