Money Purchase · DOL Form 5500 · 2022
Committee of the Retail Wholesale & Department Store Union AFL-CIO Money Purchase Plan
Data updated 2026-08-11
- $31M
- Total assets
- 107
- Participants
- 83rd
- Percentile by assets
- $293,216
- Avg per participant
Official DOL plan name: Retail Wholesale and Department Union Staff Retirement Plan · Sponsored by Committee of the Retail Wholesale & Department Store Union AFL-CIO · New York · Other Services
$31M in assets, 107 participants
Committee of the Retail Wholesale & Department Store Union AFL-CIO's Retail Wholesale and Department Union Staff Retirement Plan reported $31M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #7,702 in Other Services (8,398 peers)
Coverage in New York
Retail Wholesale and Department Union Staff Retirement Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $31M.
- $31M
- total plan assets (2022 EOY)
- 107
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $293,216
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Retail Wholesale and Department Union Staff Retirement Plan reports 107 participants - about 13% of that state average ($31M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$9M |
| Employer EIN | 516041432 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Committee of the Retail Wholesale & Department Store Union AFL-CIO)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $31M |
| 2023 | 1 | 103 | $37M |
| 2024 | 1 | 101 | $36M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retail Wholesale and Department Union Staff Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retail Wholesale and Department Union Staff Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Retail Wholesale and Department Union Staff Retirement Plan assets move in 2022? ▼
How have Committee of the Retail Wholesale & Department Store Union AFL-CIO plan assets changed over time? ▼
Where does Retail Wholesale and Department Union Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retail Wholesale and Department Union Staff Retirement Plan? ▼
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Filing takeaways
Ways to act on Retail Wholesale and Department Union Staff Retirement Plan's numbers.
- By total assets, Retail Wholesale and Department Union Staff Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Committee of the Retail Wholesale & Department Store Union AFL-CIO's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Other Services plans