Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustee of Local 20408 Pension Fund Pension Plan

Data updated 2026-08-25

$34K
Total assets Small plan by assets: N/A
Participants Small participant base: 3rd
Percentile by assets National rank

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Official DOL plan name: Local 20408 Pension Fund · Sponsored by Board of Trustee of Local 20408 Pension Fund · New Jersey · Transportation & Warehousing

$34K in assets, N/A participants

Board of Trustee of Local 20408 Pension Fund's Local 20408 Pension Fund reported $34K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

#77 in Transportation & Warehousing (3,299 peers)

Board of Trustee of Local 20408 Pension Fund multi-year trail

Board of Trustee of Local 20408 Pension Fund's plans moved +623.0% in assets from 2022 to 2024; this filing shows Local 20408 Pension Fund at $34K / N/A participants.

#77
in Transportation & Warehousing (3,299 peers): -45.3%
assets change YoY

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 20408 Pension Fund among the smaller filed plans by assets

Local 20408 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$33,699 3rd percentile higher than 3% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Local 20408 Pension Fund end-of-year assets fell from $62K in the plan year 2023 filing to $34K in the plan year 2024 filing.
Local 20408 Pension Fund reported net income fell from -$461K in the plan year 2023 filing to -$541K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133078797 · Board of Trustee of Local 20408 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 20408 Pension Fund · $34K · N/A · 3rd

VS-ST $34K
VS-ST N/A
VS-ST 3rd
VS-ST Defined Benefit (Pension)
VS-ST near Council 30 Retirement Fund Sanders
VS-ST ind #77

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 →

End-of-year total assets ($M) among Local 20408 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustee of Local 20408 Pension Fund multi-year asset trail

Latest sponsor-wide plan assets: $34K 622.9993563612959% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$5K
2023	1	N/A	$62K
2024	1	N/A	$34K

Board of Trustee of Local 20408 Pension Fund filing trail (2024)

Total Assets (Beginning of Year)	$62K
Net Assets (End of Year)	-$6M
Net Income	-$541K
Employer EIN	133078797
Plan Effective Date	1973-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 20408 Pension Fund 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

Compare Local 20408 Pension Fund side-by-side with 3 peers →

Local 20408 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Council 30 Retirement Fund Sanders in MI at $33K (this filing: $34K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34K here).

Council 30 Retirement Fund Sanders (MI) $33K · N/A
Local 240 Pension Fund (MD) $34K · N/A
Joan Michelman Ltd. Retirement Trust (NY) $32K · 4
Cement Masons Local Union No. 521 Pension Fund (TN) $31K · N/A

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 20408 Pension Fund assets move in 2024? ▼

Local 20408 Pension Fund contracted severely - down 45.3% during 2024, from $62K to $34K. Reported net income was -$541K.

How have Board of Trustee of Local 20408 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustee of Local 20408 Pension Fund's sponsor-wide assets grew 623.0%, from $5K to $34K.

Where does Local 20408 Pension Fund rank by assets among Form 5500 filers? ▼

Local 20408 Pension Fund ranks in the 3rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 20408 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Council 30 Retirement Fund Sanders in MI ($33K, N/A participants).

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) - original filing retrieval by EIN 133078797.