401(k) · DOL Form 5500 · 2024
Board of Trustees of Local 52 401(k) Plan
Data updated 2026-08-11
- $561M
- Total assets
- 5,406
- Participants
- 97th
- Percentile by assets
- $103,850
- Avg per participant
Official DOL plan name: Local 52 401 (K) Fund · Sponsored by Board of Trustees of Local 52 · New Jersey · Information & Media
$561M in assets, 5,406 participants
Board of Trustees of Local 52's Local 52 401 (K) Fund reported $561M in total assets and 5,406 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #2,691 in Information & Media (2,822 peers)
Coverage in New Jersey
Local 52 401 (K) Fund covers 5,406 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $561M.
- $561M
- total plan assets (2024 EOY)
- 5,406
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $103,850
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 52 401 (K) Fund end-of-year assets rose from $494M in the plan year 2023 filing to $561M in the plan year 2024 filing.
- Local 52 401 (K) Fund reported participants fell from 5,907 in the plan year 2023 filing to 5,406 in the plan year 2024 filing.
- Local 52 401 (K) Fund reported net income fell from $70M in the plan year 2023 filing to $67M 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. Local 52 401 (K) Fund reports 5,406 participants - 6.4x that state average ($561M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $494M |
|---|---|
| Net Assets (End of Year) | $558M |
| Net Income | $67M |
| Employer EIN | 134059105 |
| Plan Effective Date | 1999-07-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 52)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,574 | $424M |
| 2023 | 1 | 5,907 | $494M |
| 2024 | 1 | 5,406 | $561M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Local 52 401 (K) Fund vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Scale composition for Local 52 401 (K) Fund
Local 52 401 (K) Fund reports $561M in end-of-year assets across 5,406 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $103,850 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $67M.
This plan identity (EIN 134059105, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $424M to $561M (+32.3%) while covered participants moved from 5,574 to 5,406 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,574 | $424M | Open filing |
| 2023 | 5,907 | $494M | Open filing |
| 2024 · index core | 5,406 | $561M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Local 52 401 (K) Fund by total assets, not by location.
- Watsco, Inc. Profit Sharing Retirement Plan and Trust (FL) $562M · 6,527
- Louisiana-Pacific 401(k) and Profit Sharing Plan (TN) $561M · 2,716
- Hcc Insurance Holdings, Inc. 401(k) Plan (TX) $561M · 2,762
- Nova Southeastern University 401(k) Plan (FL) $561M · 5,343
Frequently Asked Questions
How did Local 52 401 (K) Fund assets move in 2024? ▼
How have Board of Trustees of Local 52 plan assets changed over time? ▼
Where does Local 52 401 (K) Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Local 52 401 (K) Fund? ▼
Next read for Local 52 401 (K) Fund
Filing takeaways
Ways to act on Local 52 401 (K) Fund's numbers.
- By total assets, Local 52 401 (K) Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Board of Trustees of Local 52's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Information & Media plans