Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund Pension Plan

Data updated 2026-08-25

$41K
Total assets Small plan by assets
N/A
Participants Small participant base
3rd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 29 R.W.D.S.U. Pension Fund · Sponsored by Board of Trustees of Local 29 R.W.D.S.U. Pension Fund · New York · Retail Trade

$41K in assets, N/A participants

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's Local 29 R.W.D.S.U. Pension Fund reported $41K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #412 in Retail Trade (9,519 peers)

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund multi-year trail

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's plans moved +44.1% in assets from 2022 to 2024; this filing shows Local 29 R.W.D.S.U. Pension Fund at $41K / N/A participants.

#412
in Retail Trade (9,519 peers)
-27.0%
assets change YoY

The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 29 R.W.D.S.U. Pension Fund among the smaller filed plans by assets

Local 29 R.W.D.S.U. Pension Fund vs every filed plan by assets

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

$41,366 3rd percentile higher than 3% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 132669167 · Board of Trustees of Local 29 R.W.D.S.U. Pension Fund PY 2022 · Defined Benefit (Pension)

Local 29 R.W.D.S.U. Pension Fund · $41K · N/A · 3rd

  • BOOK $41K
  • BOOK N/A
  • BOOK 3rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Salem Community Hospital Retirement Plan
  • BOOK ind #412

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 New York →

Local 29 R.W.D.S.U. Pension Fund in the asset neighbourhood

Local 29 R.W.D.S.U. Pension FundLocal 29 R.W.D.S.U. Pension …$41KSalem Community Hospital Retirement PlanSalem Community Hospital Ret…$42KNational Wildlife Fed Retirement Income PlanNational Wildlife Fed Retire…$42KPension Plan for Employees of Holley Performance Products, Inc.Pension Plan for Employees o…$40KThe Retirement Plan for Employees of the Farmers National Bank of EmlentonThe Retirement Plan for Empl…$38K
End-of-year total assets ($M) among Local 29 R.W.D.S.U. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Local 29 R.W.D.S.U. Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$60K 44.108688294734804% vs 2022
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M 202220232024 $0.04M $0.06M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 N/A $41K
2023 1 N/A $48K
2024 1 235 $60K

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$57K
Net Assets (End of Year)-$5M
Net Income-$278K
Employer EIN132669167
Plan Effective Date1964-12-05
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 29 R.W.D.S.U. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 29 R.W.D.S.U. Pension Fund, Total assets ($B): 0.000041366 · Participants: 0Local 29 R.W.D.S.U. Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 29 R.W.D.S.U. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 29 R.W.D.S.U. Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Salem Community Hospital Retirement Plan in OH at $42K (this filing: $41K).

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 Local 29 R.W.D.S.U. Pension Fund assets move in 2022?
Local 29 R.W.D.S.U. Pension Fund declined sharply - down 27.0% during 2022, from $57K to $41K. Reported net income was -$278K.
How have Board of Trustees of Local 29 R.W.D.S.U. Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's sponsor-wide assets grew 44.1%, from $41K to $60K.
Where does Local 29 R.W.D.S.U. Pension Fund rank by assets among Form 5500 filers?
Local 29 R.W.D.S.U. Pension Fund ranks in the 3rd 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 Local 29 R.W.D.S.U. Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Salem Community Hospital Retirement Plan in OH ($42K, 251 participants).