Dow Jones 401(k) and pension plans

Dow Jones & Company, Inc., South Brunswick, NJ. EIN 13-5034940. Annual reports 2009–2017.

Dow Jones & Company, Inc. has no active retirement plan on file. Its last annual report was for 2017. Its The Retirement Plan for Employees of Local Media Group was merged into News Corp Pension Plan in 2017.

Active plans: 0
Plans on file: 3
Industry: Information and media

All 3 plans

Active plans first

The Retirement Plan for Employees of Local Media Group

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the News Corp Pension Plan, sponsored by NC Transaction, Inc. (EIN 46-1138762, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 13-5034940
Participants (2016): 3,265
Net assets (2016): $178 million
Administered by: Fidelity2017
Plan administrator: Dow Jones & Company, Inc. Plan Committee
4300 North Route 1 at Ridge Road
South Brunswick, NJ 08852
(609) 520-4185As filed for 2017
In effect since: June 1, 1950

Year by year, 2014 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Fidelity
2016	3,265	$178 million	not listed
2015	3,364	$187 million	not listed
2014	3,662	$211 million	not listed

Dow Jones 401(k) Savings Plan

401(k)Merged

Merged. In 2015 its assets moved to the NC Transaction, Inc. Savings Plan, sponsored by NC Transaction, Inc. (EIN 46-1138762, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 13-5034940
Participants (2014): 7,467
Net assets (2014): $1.3 billion
Recordkeeper: Fidelity2009–2015
Plan administrator: Dow Jones & Company, Inc. Plan Committee
4300 North Route 1 at Ridge Road
South Brunswick, NJ 08852
(609) 520-4185As filed for 2015
In effect since: December 19, 1949

Plans merged into this one: Dow Jones Money Purchase Retirement Plan (2012).

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	Fidelity
2014	7,467	$1.3 billion	Fidelity
2013	8,366	$1.3 billion	Fidelity
2012	8,414	$1.1 billion	Fidelity
2011	8,506	$863 million	Fidelity
2010	8,840	$880 million	Fidelity
2009	11,847	$826 million	Fidelity

Dow Jones Money Purchase Retirement Plan

Money purchase pensionMerged

Merged. In 2012 its assets moved to the Dow Jones 401(k) Savings Plan, sponsored by Dow Jones & Company, Inc. (EIN 13-5034940, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 13-5034940
Participants (2011): 4,770
Net assets (2011): $204 million
Recordkeeper: Fidelity2009–2012
Plan administrator: Dow Jones & Company, Inc. Plan Committee
4300 North Route 1
Monmouth Junction, NJ 08852
(609) 520-4185As filed for 2012
In effect since: January 1, 2000

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Fidelity
2011	4,770	$204 million	Fidelity
2010	4,973	$220 million	Fidelity
2009	5,000	$211 million	Fidelity

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.