Defined Benefit (Pension) · DOL Form 5500 · 2024

Joseph P. Fazzio Organization, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 115
Participants Small participant base: 36th
Percentile by assets National rank: $29,991
Avg per participant Low balance/head

Official DOL plan name: Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan · Sponsored by Joseph P. Fazzio Organization, LLC · New Jersey · Retail Trade

$3M in assets, 115 participants

Joseph P. Fazzio Organization, LLC's Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan reported $3M in total assets and 115 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.

#3,819 in Retail Trade (8,048 peers)

Coverage in New Jersey

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan covers 115 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#3,819
in Retail Trade (8,048 peers): +48.2%
assets growth YoY

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan's mid-pack asset rank among Retail Trade and all filers

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan vs every filed plan by assets

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

$3,448,933 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

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan sits mid-pack in the medium band (115 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 814853428 · Joseph P. Fazzio Organization, LLC PY 2024 · Defined Benefit (Pension)

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan · $3M · 115 · 36th

ASSETS $3M
ASSETS 115
ASSETS 36th
ASSETS Defined Benefit (Pension)
ASSETS near The S. Kann Sons Company Pension Plan
ASSETS ind #3819

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 →

End-of-year total assets ($M) among Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	814853428
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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

Compare Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan side-by-side with 3 peers →

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The S. Kann Sons Company Pension Plan in MD ($3M); by covered participants it is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

The S. Kann Sons Company Pension Plan (MD) $3M · N/A
Esl Federal Credit Union Pension Plan (NY) $3M · 87
Charles Shipp & Associates Defined Benefit Plan (DC) $3M · 3
Keiretsu Forum Cash Balance Plan (CA) $3M · 4

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

Noble Services Company LLC Hourly Employees' Retirement Plan (TX) 115 · 0 off
Kph Healthcare Services, Inc. Pension Plan (NY) 115 · 0 off
Essa Bank and Trust Pension Plan (PA) 115 · 0 off
Radiology of Huntsville, P.C. Pension Plan (AL) 115 · 0 off

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 Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan assets move in 2024? ▼

Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan surged - up 48.2% during 2024, from $2M to $3M. Reported net income was $1M.

Which Defined Benefit (Pension) plans are similar in size to Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is The S. Kann Sons Company Pension Plan in MD ($3M, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Joseph P. Fazzio Organization, LLC Cash Balance Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants, $23M 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 814853428.