Defined Benefit (Pension) · DOL Form 5500 · 2024
Local No. 863 Pension Plan Pension Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 11
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $33.3M
- Avg per participant High balance/head
Official DOL plan name: Local No. 863 Pension Plan · Sponsored by Local No. 863 Pension Plan · New Jersey · Finance & Insurance
$366M in assets, 11 participants
Local No. 863 Pension Plan's Local No. 863 Pension Plan reported $366M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,027 in Finance & Insurance (8,549 peers)
Where Local No. 863 Pension Plan sits by assets
Local No. 863 Pension Plan sits in the top 5% of all filed plans by assets, $366M for 11 participants (~$33.3M/participant), down 0.7% in 2024.
- #8,027
- in Finance & Insurance (8,549 peers)
- -0.7%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local No. 863 Pension Plan's outsized position by total assets
Local No. 863 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$366,189,390 Top 4% higher than 96% 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 No. 863 Pension Plan 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 No. 863 Pension Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local No. 863 Pension Plan reported net income fell from $336M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Local No. 863 Pension Plan reported participants fell from 40 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Local No. 863 Pension Plan end-of-year assets fell from $369M in the plan year 2023 filing to $366M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 221598194 · Local No. 863 Pension Plan PY 2024 · Defined Benefit (Pension)
Local No. 863 Pension Plan · $366M · 11 · 96th
- EBSA $366M
- PART 11
- TYPE 96th
- NET Defined Benefit (Pension)
- BOOK near Golub Corporation Employees Retirement Plan
- VS-ST ind #8027
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Local No. 863 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $369M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | -$3M |
| Employer EIN | 221598194 |
| Plan Effective Date | 1956-01-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local No. 863 Pension Plan)
Sponsor-wide plan assets over time
All Local No. 863 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $366M 1011.3190671277408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $33M |
| 2023 | 1 | 40 | $369M |
| 2024 | 1 | 11 | $366M |
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 No. 863 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 Golub Corporation Employees Retirement Plan in NY ($366M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
- Golub Corporation Employees Retirement Plan (NY) $366M · 6,531
- Retail Food Employers & Ufcw Local 711 Pension (UT) $367M · 8,046
- Iuoe Local 30 Pension Fund (NY) $367M · 2,396
- IBEW Local 683 Pension Fund Pension Plan (MO) $368M · 2,325
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Dougherty Dental Corporation Defined Benefit Pension Plan (CA) 11 · 0 off
- Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan (CA) 11 · 0 off
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.