Money Purchase · DOL Form 5500 · 2022

Committee of the Retail Wholesale & Department Store Union AFL-CIO Money Purchase Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
107
Participants Small participant base
83rd
Percentile by assets National rank
$293,216
Avg per participant High balance/head
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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.

  • #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.

#7,702
in Other Services (8,398 peers)
-22.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Retail Wholesale and Department Union Staff Retirement Plan's outsized position by total assets

Retail Wholesale and Department Union Staff Retirement Plan vs every filed plan by assets

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

$31,374,104 Top 17% higher than 83% 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

Retail Wholesale and Department Union Staff Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Wholesale and Department Union Staff Retirement Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 516041432 · Committee of the Retail Wholesale & Department Store Union AFL-CIO PY 2022 · Money Purchase

Retail Wholesale and Department Union Staff Retirement Plan · $31M · 107 · 83rd

  • IND $31M
  • IND 107
  • IND 83rd
  • IND Money Purchase
  • IND near Macomb-Oakland Regional Center Money Purchase Plan
  • IND ind #7702

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 Other Services retirement plans → · Plans in New York →

Retail Wholesale and Department Union Staff Retirement Plan in the asset neighbourhood

Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement FundMachinery Movers, Riggers & …$32MIron Workers Local No. 67 Defined Contribution FundIron Workers Local No. 67 De…$32MIron Workers Local 451 Annuity FundIron Workers Local 451 Annui…$32MRetail Wholesale and Department Union Staff Retirement PlanRetail Wholesale and Departm…$31MMacomb-Oakland Regional Center Money Purchase PlanMacomb-Oakland Regional Cent…$31M
End-of-year total assets ($M) among Retail Wholesale and Department Union Staff Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN516041432
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Committee of the Retail Wholesale & Department Store Union AFL-CIO)

Sponsor-wide plan assets over time

All Committee of the Retail Wholesale & Department Store Union AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$36M 13.724159262046175% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.4M $35.7M ▲ +13.7%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Retail Wholesale and Department Union Staff Retirement Plan, Total assets ($B): 0.031374104 · Participants: 107Retail Wholesale and Department Union Staff Retirement PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Retail Wholesale and Department Union Staff Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Retail Wholesale and Department Union Staff Retirement Plan side-by-side with 3 peers →

Retail Wholesale and Department Union Staff Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Macomb-Oakland Regional Center Money Purchase Plan in MI ($31M); by covered participants it is Indiana Historical Society Defined Contribution Retirement Plan in IN (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

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 Retail Wholesale and Department Union Staff Retirement Plan assets move in 2022? ▼
Retail Wholesale and Department Union Staff Retirement Plan declined sharply - down 22.8% during 2022, from $41M to $31M. Reported net income was -$9M.
How have Committee of the Retail Wholesale & Department Store Union AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Committee of the Retail Wholesale & Department Store Union AFL-CIO's sponsor-wide assets grew 13.7%, from $31M to $36M.
Where does Retail Wholesale and Department Union Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Retail Wholesale and Department Union Staff Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Retail Wholesale and Department Union Staff Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Macomb-Oakland Regional Center Money Purchase Plan in MI ($31M, 274 participants).
Which Money Purchase plans cover a similar participant headcount to Retail Wholesale and Department Union Staff Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Indiana Historical Society Defined Contribution Retirement Plan in IN (107 participants, $7M in assets).

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 516041432.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.