Defined Benefit (Pension) · DOL Form 5500 · 2024
Joint Board of Trustees Local 2066 Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 36th
- Percentile by assets National rank
Official DOL plan name: Local 2066 Pension Fund · Sponsored by Joint Board of Trustees Local 2066 · New Jersey · Manufacturing
$4M in assets, N/A participants
Joint Board of Trustees Local 2066's Local 2066 Pension Fund reported $4M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #3,517 in Manufacturing (17,777 peers)
What the 2024 filing shows
Local 2066 Pension Fund holds $4M for N/A participants, in the lower half of filed plans by assets.
- #3,517
- in Manufacturing (17,777 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 2066 Pension Fund's mid-pack asset rank among Manufacturing and all filers
Local 2066 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,558,527 36th percentile higher than 36% 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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 2066 Pension Fund reported net income fell from -$27K in the plan year 2023 filing to -$77K in the plan year 2024 filing.
- Local 2066 Pension Fund end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 226171510 · Joint Board of Trustees Local 2066 PY 2024 · Defined Benefit (Pension)
Local 2066 Pension Fund · $4M · N/A · 36th
- TYPE $4M
- NET N/A
- BOOK 36th
- VS-ST Defined Benefit (Pension)
- BOY near Memorial Foundation for Jewish Culture, Inc. Defined Benefit Pension Plan
- SCH ind #3517
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 Manufacturing retirement plans → · Plans in New Jersey →
Local 2066 Pension Fund in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$77K |
| Employer EIN | 226171510 |
| Plan Effective Date | 1966-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Local 2066)
Sponsor-wide plan assets over time
All Joint Board of Trustees Local 2066 plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.5164722215830206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $4M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | N/A | $4M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Local 2066 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 Memorial Foundation for Jewish Culture, Inc. Defined Benefit Pension Plan in NY at $4M (this filing: $4M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.