401(k) · DOL Form 5500 · 2024
Board of Trustees of Local 52 401(k) Plan
Data updated 2026-08-25
- $561M
- Total assets Above avg plan size
- 5,406
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $103,850
- Avg per participant Below avg balance/head
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.
- #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.
- #2,691
- in Information & Media (2,822 peers)
- +13.7%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Local 52 401 (K) Fund's outsized position by total assets
Local 52 401 (K) Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$561,413,130 Top 3% higher than 97% 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
Local 52 401 (K) Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 52 401 (K) Fund lands in the large band (5,406 participants).
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.
Published 5500 schedule card
Filing strip 134059105 · Board of Trustees of Local 52 PY 2024 · 401(k)
Local 52 401 (K) Fund · $561M · 5,406 · 97th
- TYPE $561M
- NET 5,406
- BOOK 97th
- VS-ST 401(k)
- BOY near Watsco, Inc. Profit Sharing Retirement Plan and Trust
- SCH ind #2691
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 Information & Media retirement plans → · Plans in New Jersey →
Local 52 401 (K) Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Local 52 plans reported in each filing year
- Latest sponsor-wide plan assets
- $561M 32.294625815346414% vs 2022
- 2024 filing year
| 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.
- 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 |
Local 52 401 (K) Fund's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Watsco, Inc. Profit Sharing Retirement Plan and Trust in FL ($562M); by covered participants it is Pgt Savings Plan in FL (5,406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($561M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,406 participants); asset peers above are excluded.
- Pgt Savings Plan (FL) 5,406 · 0 off
- Univar Solutions 401(k) Plan (IL) 5,406 · 0 off
- Lettuce Entertain You Employee Savings Plan (IL) 5,405 · 1 off
- The Wonderful Company LLC 401(k) Plan (CA) 5,404 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.