Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 1964 Ila Retirement Fund Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
377
Participants Below avg headcount
85th
Percentile by assets National rank
$140,647
Avg per participant Near avg balance/head
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Official DOL plan name: Local 1964 Ila Retirement Fund · Sponsored by Local 1964 Ila Retirement Fund · New Jersey · Transportation & Warehousing

$53M in assets, 377 participants

Local 1964 Ila Retirement Fund's Local 1964 Ila Retirement Fund reported $53M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,744 in Transportation & Warehousing (3,299 peers)

Coverage in New Jersey

Local 1964 Ila Retirement Fund covers 377 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $53M.

#2,744
in Transportation & Warehousing (3,299 peers)
+12.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Local 1964 Ila Retirement Fund's outsized position by total assets

Local 1964 Ila Retirement Fund vs every filed plan by assets

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

$53,023,996 Top 15% higher than 85% 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 1964 Ila Retirement Fund 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. Local 1964 Ila Retirement Fund sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 1964 Ila Retirement Fund reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Local 1964 Ila Retirement Fund end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Local 1964 Ila Retirement Fund reported participants rose from 368 in the plan year 2023 filing to 377 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 226244648 · Local 1964 Ila Retirement Fund PY 2024 · Defined Benefit (Pension)

Local 1964 Ila Retirement Fund · $53M · 377 · 85th

  • PHOTO $53M
  • PHOTO 377
  • PHOTO 85th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Uswa Drummond Company Pension Agreement
  • PHOTO ind #2744

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Local 1964 Ila Retirement Fund in the asset neighbourhood

Teamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$53MUswa Drummond Company Pension AgreementUswa Drummond Company Pensio…$53MLocal 1964 Ila Retirement FundLocal 1964 Ila Retirement Fu…$53MAppalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$53MVelcro Pension Plan$53M
End-of-year total assets ($M) among Local 1964 Ila Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$49M
Net Income$2M
Employer EIN226244648
Plan Effective Date1972-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 1964 Ila Retirement Fund)

Sponsor-wide plan assets over time

All Local 1964 Ila Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 31.54748871151081% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.3M $53M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 358 $40M
2023 1 368 $47M
2024 1 377 $53M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Local 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 1964 Ila Retirement Fund, Total assets ($B): 0.053023996 · Participants: 377Local 1964 Ila Retirement 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 1964 Ila Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Local 1964 Ila Retirement Fund side-by-side with 3 peers →

Local 1964 Ila Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Uswa Drummond Company Pension Agreement in AL ($53M); by covered participants it is Laborers Local 235 Pension Fund in NY (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.

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 1964 Ila Retirement Fund assets move in 2024? ▼
Local 1964 Ila Retirement Fund grew at a solid clip - up 12.7% during 2024, from $47M to $53M. Reported net income was $2M.
How have Local 1964 Ila Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 1964 Ila Retirement Fund's sponsor-wide assets grew 31.5%, from $40M to $53M.
Where does Local 1964 Ila Retirement Fund rank by assets among Form 5500 filers? ▼
Local 1964 Ila Retirement Fund ranks in the 85th 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 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Uswa Drummond Company Pension Agreement in AL ($53M, 265 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1964 Ila Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laborers Local 235 Pension Fund in NY (377 participants, $104M 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 226244648.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.