Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 365 UAW Pension Fund Pension Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
5
Participants Small participant base
94th
Percentile by assets National rank
$42.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 365 UAW Pension Fund · Sponsored by Local 365 UAW Pension Fund · New Jersey · Retail Trade

$211M in assets, 5 participants

Local 365 UAW Pension Fund's Local 365 UAW Pension Fund reported $211M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,793 in Retail Trade (8,048 peers)

Where Local 365 UAW Pension Fund sits by assets

Local 365 UAW Pension Fund sits in the top 10% of all filed plans by assets, $211M for 5 participants (~$42.2M/participant), down 1.7% in 2024.

#7,793
in Retail Trade (8,048 peers)
-1.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 365 UAW Pension Fund's outsized position by total assets

Local 365 UAW Pension Fund vs every filed plan by assets

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

$211,065,299 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Local 365 UAW Pension Fund among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 365 UAW Pension Fund is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 365 UAW Pension Fund reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Local 365 UAW Pension Fund end-of-year assets fell from $215M in the plan year 2023 filing to $211M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 116045281 · Local 365 UAW Pension Fund PY 2024 · Defined Benefit (Pension)

Local 365 UAW Pension Fund · $211M · 5 · 94th

  • TYPE $211M
  • NET 5
  • BOOK 94th
  • VS-ST Defined Benefit (Pension)
  • BOY near Erc Retirement Plan
  • SCH ind #7793

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 Retail Trade retirement plans → · Plans in New Jersey →

Local 365 UAW Pension Fund in the asset neighbourhood

Plumbers & Pipefitters Local Union No. 572 Pension FundPlumbers & Pipefitters Local…$212MSheet Metal Workers Local No. 20, Indianapolis AreSheet Metal Workers Local No…$212MMcwane Pension Plan for Salaried EmployeesMcwane Pension Plan for Sala…$211MErc Retirement Plan$211MLocal 365 UAW Pension Fund$211M
End-of-year total assets ($M) among Local 365 UAW Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$211M
Net Income-$4M
Employer EIN116045281
Plan Effective Date1952-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 365 UAW Pension Fund)

Sponsor-wide plan assets over time

All Local 365 UAW Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$211M 0.7202067960219638% vs 2022
2024 filing year
$208M$210M$212M$214M$216M 202220232024 $210M $211M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 7 $210M
2023 1 5 $215M
2024 1 5 $211M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 365 UAW Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 365 UAW Pension Fund, Total assets ($B): 0.211065299 · Participants: 5Local 365 UAW Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Local 365 UAW Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 365 UAW Pension Fund side-by-side with 3 peers →

Local 365 UAW Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Erc Retirement Plan in CT ($211M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($211M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Local 365 UAW Pension Fund assets move in 2024? ▼
Local 365 UAW Pension Fund edged down modestly - down 1.7% during 2024, from $215M to $211M. Reported net income was -$4M.
How have Local 365 UAW Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 365 UAW Pension Fund's sponsor-wide assets grew 0.7%, from $210M to $211M.
Where does Local 365 UAW Pension Fund rank by assets among Form 5500 filers? ▼
Local 365 UAW Pension Fund ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 365 UAW Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Erc Retirement Plan in CT ($211M, 109 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 365 UAW Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

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 116045281.

Read our methodology - how this data is sourced, computed, and verified.

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