Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Retail Wholesale & Dept Store Pension Plan

Data updated 2026-08-11

$356M
Total assets: 1,679
Participants: 97th
Percentile by assets: $212,308
Avg per participant

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.

97th percentile by assets (of 139,126 plans)
#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.

$356M
total plan assets (2022 EOY): 1,679
covered participants: 97th
percentile by assets (of 139,126 plans): $212,308
avg assets per participant

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.

Where Retail, Wholesale & Department Store International Union and Industry Pension Fund sits 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

State

Alabama

Industry

Manufacturing

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Retail, Wholesale & Department Store International Union and Industry Pension Fund reports 1,679 participants - 4.7x that state average ($356M EOY assets).

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)

Total plan assets by year, all Board of Trustees of Retail Wholesale & Dept Store plans on file

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.

Retail, Wholesale & Department Store International Union and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

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

Compare Retail, Wholesale & Department Store Int… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retail, Wholesale & Department Store International Union and Industry Pension Fund by total assets, not by location.

Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity (PA) $357M · 1,880
The Budd Company Employee Pension Plan (OR) $357M · 10
General Dynamics Land Systems Pension Agreement (MI) $357M · 683
The Boston Consulting Group, Inc. U.S. Officers Retirement Plan (MA) $358M · 561

Frequently Asked Questions

How did Retail, Wholesale & Department Store International Union and Industry Pension Fund assets move in 2022? ▼

Retail, Wholesale & Department Store International Union and Industry Pension Fund pulled back noticeably - down 14.6% during 2022, from $417M to $356M. Reported net income was -$61M.

How have Board of Trustees of Retail Wholesale & Dept Store plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Retail Wholesale & Dept Store's sponsor-wide assets grew 73.6%, from $356M to $619M.

Where does Retail, Wholesale & Department Store International Union and Industry Pension Fund rank by assets among Form 5500 filers? ▼

Retail, Wholesale & Department Store International Union and Industry Pension Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Retail, Wholesale & Department Store International Union and Industry Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in PA ($357M, 1,880 participants).

Next read for Retail, Wholesale & Department Store Int…

Filing takeaways

Ways to act on Retail, Wholesale & Department Store International Union and Industry Pension Fund's numbers.

By total assets, Retail, Wholesale & Department Store International Union and Industry Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
Board of Trustees of Retail Wholesale & Dept Store's sponsor-wide assets have grown 73.6% since 2022 across 3 plan years on file. More Manufacturing plans

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 630708442.