Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the District 65 Pension Plan Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 30th
- Percentile by assets National rank
Official DOL plan name: District 65 Pension Plan · Sponsored by Board of Trustees of the District 65 Pension Plan · New Jersey · Wholesale Trade
$2M in assets, N/A participants
Board of Trustees of the District 65 Pension Plan's District 65 Pension Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #1,170 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
District 65 Pension Plan holds $2M for N/A participants, in the lower half of filed plans by assets.
- #1,170
- in Wholesale Trade (6,080 peers)
- +1.4%
- assets growth YoY
District 65 Pension Plan among the smaller filed plans by assets
District 65 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,140,957 30th percentile higher than 30% 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
- District 65 Pension Plan reported net income rose from $41K in the plan year 2023 filing to $102K in the plan year 2024 filing.
- District 65 Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 136600145 · Board of Trustees of the District 65 Pension Plan PY 2024 · Defined Benefit (Pension)
District 65 Pension Plan · $2M · N/A · 30th
- TYPE $2M
- NET N/A
- BOOK 30th
- VS-ST Defined Benefit (Pension)
- BOY near Central Outreach Wellness Center, LLC Cash Balance Pension Plan
- SCH ind #1170
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 Wholesale Trade retirement plans → · Plans in New Jersey →
District 65 Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $102K |
| Employer EIN | 136600145 |
| Plan Effective Date | 1950-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the District 65 Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the District 65 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.5348141937234006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $2M |
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
District 65 Pension Plan'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 Central Outreach Wellness Center, LLC Cash Balance Pension Plan in PA at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.