Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 734 Pension Fund Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
30
Participants Small participant base
84th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Local 734 Pension Fund · Sponsored by Board of Trustees Local 734 Pension Fund · New Jersey · Construction

$50M in assets, 30 participants

Board of Trustees Local 734 Pension Fund's Local 734 Pension Fund reported $50M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,444 in Construction (9,039 peers)

Where Local 734 Pension Fund sits by assets

Local 734 Pension Fund sits in the top quartile of all filed plans by assets, $50M for 30 participants (~$1.7M/participant), down 8.9% in 2024.

#7,444
in Construction (9,039 peers)
-8.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 734 Pension Fund's outsized position by total assets

Local 734 Pension Fund vs every filed plan by assets

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

$50,354,618 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Local 734 Pension Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 734 Pension Fund is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 734 Pension Fund reported net income fell from $972K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Local 734 Pension Fund end-of-year assets fell from $55M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Local 734 Pension Fund reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 226174132 · Board of Trustees Local 734 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 734 Pension Fund · $50M · 30 · 84th

  • EIN $50M
  • RANK 30
  • PHOTO 84th
  • IND Defined Benefit (Pension)
  • EOY near Shutts & Bowen LLP Retirement Plan and Trust
  • 5500 ind #7444

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 Construction retirement plans → · Plans in New Jersey →

Local 734 Pension Fund in the asset neighbourhood

The First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$50MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$50MLocal 734 Pension Fund$50MShutts & Bowen LLP Retirement Plan and TrustShutts & Bowen LLP Retiremen…$50MUnion Carbide Employees' Pension Plan (Personal Pension Account)Union Carbide Employees' Pen…$50M
End-of-year total assets ($M) among Local 734 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$48M
Net Income-$5M
Employer EIN226174132
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 734 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 734 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$50M 8.578456011579025% vs 2022
2024 filing year
$48M$50M$52M$54M$56M 202220232024 $55.1M $50.4M ▼ -8.6%
Year Plans Participants Total Assets
2022 1 31 $55M
2023 1 31 $55M
2024 1 30 $50M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 734 Pension Fund, Total assets ($B): 0.050354618 · Participants: 30Local 734 Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Local 734 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Shutts & Bowen LLP Retirement Plan and Trust in FL ($50M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (30 participants). Same-state nearby plans are listed separately above.

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 Local 734 Pension Fund assets move in 2024?
Local 734 Pension Fund pulled back noticeably - down 8.9% during 2024, from $55M to $50M. Reported net income was -$5M.
How have Board of Trustees Local 734 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Local 734 Pension Fund's sponsor-wide assets declined 8.6%, from $55M to $50M.
Where does Local 734 Pension Fund rank by assets among Form 5500 filers?
Local 734 Pension Fund ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 734 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shutts & Bowen LLP Retirement Plan and Trust in FL ($50M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 734 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (30 participants, $11M in assets).