Defined Benefit (Pension) · DOL Form 5500 · 2022

Russo Trading Co., Inc. Pension Plan

Data updated 2026-08-25

$648K
Total assets Small plan by assets
13
Participants Small participant base
21st
Percentile by assets National rank
$49,829
Avg per participant Low balance/head
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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.

  • #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.

#2,881
in Retail Trade (9,519 peers)
-7.3%
assets change YoY

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.

Russo Trading Co., Inc. Cash Balance Plan among the smaller filed plans by assets

Russo Trading Co., Inc. Cash Balance Plan vs every filed plan by assets

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

$647,778 21st percentile higher than 21% 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

Russo Trading Co., Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russo Trading Co., Inc. Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391992600 · Russo Trading Co., Inc. PY 2022 · Defined Benefit (Pension)

Russo Trading Co., Inc. Cash Balance Plan · $648K · 13 · 21st

  • EOY $648K
  • 5500 13
  • ASSETS 21st
  • PCT Defined Benefit (Pension)
  • EIN near Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan
  • RANK ind #2881

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 Retail Trade retirement plans → · Plans in Wisconsin →

Russo Trading Co., Inc. Cash Balance Plan in the asset neighbourhood

Russo Trading Co., Inc. Cash Balance PlanRusso Trading Co., Inc. Cash…$648KLaw Offices of Brent H Blakely Inc Defined Benefit Pension PlanLaw Offices of Brent H Blake…$648KMacarthur Company Union Factory Pension PlanMacarthur Company Union Fact…$648KGiant Eagle Pension and Cash Balance PlanGiant Eagle Pension and Cash…$645KRsr Hourly Pension - Indiana$645K
End-of-year total assets ($M) among Russo Trading Co., Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$699K
Net Assets (End of Year)$648K
Net Income-$51K
Employer EIN391992600
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russo Trading Co., Inc.)

Sponsor-wide plan assets over time

All Russo Trading Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.65M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Russo Trading Co., Inc. Cash Balance Plan, Total assets ($B): 0.000647778 · Participants: 13Russo Trading Co., Inc. Cash Balance PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Russo Trading Co., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Russo Trading Co., Inc. Cash Balance Plan side-by-side with 3 peers →

Russo Trading Co., Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan in CA ($648K); by covered participants it is Pamrapo Savings Bank, Sla Pension Plan in NJ (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Russo Trading Co., Inc. Cash Balance Plan assets move in 2022? ▼
Russo Trading Co., Inc. Cash Balance Plan pulled back noticeably - down 7.3% during 2022, from $699K to $648K. Reported net income was -$51K.
Where does Russo Trading Co., Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Russo Trading Co., Inc. Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Russo Trading Co., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Law Offices of Brent H Blakely Inc Defined Benefit Pension Plan in CA ($648K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Russo Trading Co., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pamrapo Savings Bank, Sla Pension Plan in NJ (13 participants, $6M 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 391992600.

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.