Profit Sharing · DOL Form 5500 · 2022

Retail Wholesale & Department Store Local 338 Rwdsu Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
63
Participants Small participant base
53rd
Percentile by assets National rank
$88,767
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Local 338 & Affiliated Funds · Sponsored by Retail Wholesale & Department Store Local 338 Rwdsu · New York · Other Services

$6M in assets, 63 participants

Retail Wholesale & Department Store Local 338 Rwdsu's Retirement Plan for Employees of Local 338 & Affiliated Funds reported $6M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,989 in Other Services (8,398 peers)

Retail Wholesale & Department Store Local 338 Rwdsu multi-year trail

Retail Wholesale & Department Store Local 338 Rwdsu's plans moved +42.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Local 338 & Affiliated Funds at $6M / 63 participants.

#5,989
in Other Services (8,398 peers)
-6.7%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Local 338 & Affiliated Funds's mid-pack asset rank among Other Services and all filers

Retirement Plan for Employees of Local 338 & Affiliated Funds vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,592,324 Top 47% higher than 53% of 139,123 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 2022

Retirement Plan for Employees of Local 338 & Affiliated Funds among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Local 338 & Affiliated Funds is a small filing (63 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 131215100 · Retail Wholesale & Department Store Local 338 Rwdsu PY 2022 · Profit Sharing

Retirement Plan for Employees of Local 338 & Affiliated Funds · $6M · 63 · 53rd

  • NET $6M
  • BOOK 63
  • VS-ST 53rd
  • BOY Profit Sharing
  • SCH near Etcetera Enterprises Inc. Profit Sharing Plan
  • EBSA ind #5989

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 Other Services retirement plans → · Plans in New York →

Retirement Plan for Employees of Local 338 & Affiliated Funds in the asset neighbourhood

J. W. Jones Lumber Company, Inc. PlanJ. W. Jones Lumber Company, …$6MRetirement Plan for Employees of Local 338 & Affiliated FundsRetirement Plan for Employee…$6MEtcetera Enterprises Inc. Profit Sharing PlanEtcetera Enterprises Inc. Pr…$6MSeec Retirement Plan$6MLaner Muchin Ltd Discretionary Contribution PlanLaner Muchin Ltd Discretiona…$6M
End-of-year total assets ($M) among Retirement Plan for Employees of Local 338 & Affiliated Funds and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Retail Wholesale & Department Store Local 338 Rwdsu multi-year asset trail

Sponsor-wide plan assets over time

All Retail Wholesale & Department Store Local 338 Rwdsu plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.31063865398357% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.59M $7.96M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 63 $6M
2023 1 60 $7M
2024 1 60 $8M

Retail Wholesale & Department Store Local 338 Rwdsu filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$399K
Employer EIN131215100
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Local 338 & Affiliated Funds vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Retirement Plan for Employees of Local 338 & Affiliated Funds, Total assets ($B): 0.005592324 · Participants: 63Retirement Plan for Employees of Local 338 & Affiliated FundsAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Retirement Plan for Employees of Local 338 & Affiliated Funds vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Local 338 & Affiliated Funds side-by-side with 3 peers →

Retirement Plan for Employees of Local 338 & Affiliated Funds's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Etcetera Enterprises Inc. Profit Sharing Plan in SC ($6M); by covered participants it is Mid-States Concrete Industries, LLC Profit-Sharing Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Local 338 & Affiliated Funds assets move in 2022? ▼
Retirement Plan for Employees of Local 338 & Affiliated Funds pulled back noticeably - down 6.7% during 2022, from $6M to $6M. Reported net income was -$399K.
How have Retail Wholesale & Department Store Local 338 Rwdsu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retail Wholesale & Department Store Local 338 Rwdsu's sponsor-wide assets grew 42.3%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Retirement Plan for Employees of Local 338 & Affiliated Funds? ▼
Among Profit Sharing plans in other states, the closest by assets is Etcetera Enterprises Inc. Profit Sharing Plan in SC ($6M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Retirement Plan for Employees of Local 338 & Affiliated Funds? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mid-States Concrete Industries, LLC Profit-Sharing Plan in IL (63 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131215100.

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.