Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Retail Wholesale & Dept Store Pension Plan
Data updated 2026-08-25
- $356M
- Total assets Above avg plan size
- 1,679
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $212,308
- Avg per participant Above avg balance/head
Official DOL plan name: Retail, Wholesale & Department Store International Union and Industry Pension Fund · Sponsored by Board of Trustees of Retail Wholesale & Dept Store · Alabama · Manufacturing
$356M in assets, 1,679 participants
Board of Trustees of Retail Wholesale & Dept Store's Retail, Wholesale & Department Store International Union and Industry Pension Fund reported $356M in total assets and 1,679 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,653 in Manufacturing (20,602 peers)
Coverage in Alabama
Retail, Wholesale & Department Store International Union and Industry Pension Fund covers 1,679 participants in Alabama, 4.7x the typical Alabama plan (state average ~360 per filing). Assets: $356M.
- #19,653
- in Manufacturing (20,602 peers)
- -14.6%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail, Wholesale & Department Store International Union and Industry Pension Fund's outsized position by total assets
Retail, Wholesale & Department Store International Union and Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$356,464,608 Top 3% higher than 97% 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 International Union and Industry Pension Fund'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 International Union and Industry Pension Fund lands in the large band (1,679 participants).
Plan-year Form 5500 strip
Filing strip 630708442 · Board of Trustees of Retail Wholesale & Dept Store PY 2022 · Defined Benefit (Pension)
Retail, Wholesale & Department Store International Union and Industry Pension Fund · $356M · 1,679 · 97th
- EBSA $356M
- EBSA 1,679
- EBSA 97th
- EBSA Defined Benefit (Pension)
- EBSA near Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity
- EBSA ind #19653
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 Manufacturing retirement plans → · Plans in Alabama →
Retail, Wholesale & Department Store International Union and Industry Pension Fund in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $417M |
|---|---|
| Net Assets (End of Year) | $356M |
| Net Income | -$61M |
| Employer EIN | 630708442 |
| Plan Effective Date | 1958-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retail Wholesale & Dept Store)
Sponsor-wide plan assets over time
All Board of Trustees of Retail Wholesale & Dept Store plans reported in each filing year
- Latest sponsor-wide plan assets
- $619M 73.62761298310996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,679 | $356M |
| 2023 | 1 | 1,611 | $356M |
| 2024 | 1 | 1,556 | $619M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Retail, Wholesale & Department Store International Union and Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in PA ($357M); by covered participants it is Retirement Plan for Children's Hospital & Research Center at Oakland in CA (1,677 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($356M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,679 participants); asset peers above are excluded.
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) 1,677 · 2 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan (NJ) 1,677 · 2 off
- Spinoff Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries (CA) 1,682 · 3 off
- Molson Coors Pension Plan (WI) 1,684 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.