Other
2024 plan-year Other DOL Form 5500

South Jersey Labor & Management Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by South Jersey Labor & Management Pension Fund ยท New Jersey ยท Manufacturing

What the 2023 filing shows

South Jersey Labor & Management Pension Fund holds $1M for N/A participants, down 10.5% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
N/A
covered participants
-10.5%
assets change YoY

The plan reported a net loss of $125K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About South Jersey Labor & Management Pension Fund

South Jersey Labor & Management Pension Fund is a Other retirement plan sponsored by South Jersey Labor & Management Pension Fund, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 216013639, and the plan has been effective since 1961-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2024 to $1M at year-end โ€” a decline of 10.5%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-125,080 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-125,080
Plan TypeOther
Employer EIN216013639
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Jersey Labor & Management Pension Fund)

Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $1M

Nearby Other Plans in New Jersey

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the South Jersey Labor & Management Pension Fund?
As of the 2024 Form 5500 filing, South Jersey Labor & Management Pension Fund holds $1M in total assets with N/A participants. It is sponsored by South Jersey Labor & Management Pension Fund.
What type of plan is South Jersey Labor & Management Pension Fund?
South Jersey Labor & Management Pension Fund is a Other plan. It has been effective since 1961-01-01. The plan is filed with the U.S. Department of Labor under EIN 216013639.
Who sponsors the South Jersey Labor & Management Pension Fund?
South Jersey Labor & Management Pension Fund is sponsored by South Jersey Labor & Management Pension Fund, located in New Jersey. The sponsor's EIN is 216013639 and the plan operates in the Manufacturing industry.
How did South Jersey Labor & Management Pension Fund perform in 2024?
South Jersey Labor & Management Pension Fund declined by 10.5% during 2024, moving from $1M to $1M in total assets. Net income was $-125,080.
Where can I find official filings for South Jersey Labor & Management Pension Fund?
Official Form 5500 filings for South Jersey Labor & Management Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 216013639 or plan name at efast.dol.gov.
How does South Jersey Labor & Management Pension Fund compare to other plans?
You can compare South Jersey Labor & Management Pension Fund against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 216013639.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.