Money Purchase · DOL Form 5500 · 2022
Retail Wholesale Department Store Defined Contribution Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2,364
- Participants Above avg headcount
- 45th
- Percentile by assets National rank
- $1,640
- Avg per participant Low balance/head
Official DOL plan name: Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · Sponsored by Retail Wholesale Department Store Defined Contribution Pension Plan · Pennsylvania · Professional & Technical Services
$4M in assets, 2,364 participants
Retail Wholesale Department Store Defined Contribution Pension Plan's Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported $4M in total assets and 2,364 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,237 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan covers 2,364 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4M.
- #9,237
- in Professional & Technical Services (21,562 peers)
- -17.9%
- assets change YoY
The plan reported a net loss of $842K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,876,339 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan lands in the large band (2,364 participants).
Plan-year Form 5500 strip
Filing strip 226289686 · Retail Wholesale Department Store Defined Contribution Pension Plan PY 2022 · Money Purchase
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · $4M · 2,364 · 45th
- SCH $4M
- EBSA 2,364
- PART 45th
- TYPE Money Purchase
- NET near Jewish Federation Council of Greater Los Angeles Defined Contribution Plan
- BOOK ind #9237
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$842K |
| Employer EIN | 226289686 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Wholesale Department Store Defined Contribution Pension Plan)
Sponsor-wide plan assets over time
All Retail Wholesale Department Store Defined Contribution Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.113769719315055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,364 | $4M |
| 2023 | 1 | 2,265 | $4M |
| 2024 | 1 | 2,321 | $4M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA ($4M); by covered participants it is Abatement Workers National Defined Contribution Pension Plan in MI (2,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Jewish Federation Council of Greater Los Angeles Defined Contribution Plan (CA) $4M · 88
- Retirement Trust of Middle District Chapter 13 Offices (Greensboro) (NC) $4M · 13
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. (NJ) $4M · 95
- F N F Construction, Inc. Davis-Bacon Retirement Plan (AZ) $4M · 532
Similar participant headcount
Nearest other-state filings by covered participants (2,364 participants); asset peers above are excluded.
- Abatement Workers National Defined Contribution Pension Plan (MI) 2,340 · 24 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 2,393 · 29 off
- Brookhaven Science Associates, LLC Retirement Plan (NY) 2,436 · 72 off
- Alaska Electrical Retirement Savings Plan (AK) 2,284 · 80 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.