Defined Benefit (Pension) · DOL Form 5500 · 2022
Russo Trading Co., Inc. Pension Plan
Data updated 2026-08-11
- $648K
- Total assets
- 13
- Participants
- 21st
- Percentile by assets
- $49,829
- Avg per participant
Official DOL plan name: Russo Trading Co., Inc. Cash Balance Plan · Sponsored by Russo Trading Co., Inc. · Wisconsin · Retail Trade
$648K in assets, 13 participants
Russo Trading Co., Inc.'s Russo Trading Co., Inc. Cash Balance Plan reported $648K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- 21st percentile by assets (of 139,126 plans)
- #2,881 in Retail Trade (9,519 peers)
What the 2022 filing shows
Russo Trading Co., Inc. Cash Balance Plan holds $648K for 13 participants - about $49,829 per participant, among the smaller plans by assets on file.
- $648K
- total plan assets (2022 EOY)
- 13
- covered participants
- 21st
- percentile by assets (of 139,126 plans)
- $49,829
- avg assets per participant
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) filing for Russo Trading Co., Inc. Cash Balance Plan
Defined Benefit (Pension) filing for plan year 2022: EIN 391992600 ; effective since 2015-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $699K |
|---|---|
| Net Assets (End of Year) | $648K |
| Net Income | -$51K |
| Employer EIN | 391992600 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russo Trading Co., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $648K |
| 2023 | 1 | 4 | $779K |
| 2024 | 1 | 4 | N/A |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Russo Trading Co., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Russo Trading Co., Inc. Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Russo Trading Co., Inc. Cash Balance Plan's numbers.
- By total assets, Russo Trading Co., Inc. Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans