Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 1964 Ila Retirement Fund Pension Plan

Data updated 2026-08-11

$53M
Total assets
377
Participants
85th
Percentile by assets
$140,647
Avg per participant
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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.

  • 85th percentile by assets (of 123,622 plans)
  • #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.

$53M
total plan assets (2024 EOY)
377
covered participants
85th
percentile by assets (of 123,622 plans)
$140,647
avg assets per participant

Where Local 1964 Ila Retirement Fund sits 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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Transportation & Warehousing

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Local 1964 Ila Retirement Fund reports 377 participants - about 45% of that state average ($53M EOY assets).

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)

$35M$40M$45M$50M$55M 202220232024 $40.3M $53M ▲ +31.5%
Total plan assets by year, all Local 1964 Ila Retirement Fund plans on file
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 ($B) Participants Local 1964 Ila Retir…, Total assets ($B): 0.053023996 · Participants: 377Local 1964 Ila Retir…Retirement Plan of J…, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merge…Merck 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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 1964 Ila Retirement Fund by total assets, not by location.

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).

Next read for Local 1964 Ila Retirement Fund

Filing takeaways

Ways to act on Local 1964 Ila Retirement Fund's numbers.

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.