Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the Shopmen's Local No. 499 Pension Plan Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
122
Participants Small participant base
64th
Percentile by assets National rank
$79,056
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shopmen's Local No. 499 Pension Plan · Sponsored by Board of Trustees of the Shopmen's Local No. 499 Pension Plan · Ohio · Manufacturing

$10M in assets, 122 participants

Board of Trustees of the Shopmen's Local No. 499 Pension Plan's Shopmen's Local No. 499 Pension Plan reported $10M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,557 in Manufacturing (20,602 peers)

Coverage in Ohio

Shopmen's Local No. 499 Pension Plan covers 122 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#10,557
in Manufacturing (20,602 peers)
+1.8%
assets growth YoY

Shopmen's Local No. 499 Pension Plan's mid-pack asset rank among Manufacturing and all filers

Shopmen's Local No. 499 Pension Plan vs every filed plan by assets

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

$9,644,782 Top 36% higher than 64% 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

Shopmen's Local No. 499 Pension 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. Shopmen's Local No. 499 Pension Plan sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 346685472 · Board of Trustees of the Shopmen's Local No. 499 Pension Plan PY 2022 · Defined Benefit (Pension)

Shopmen's Local No. 499 Pension Plan · $10M · 122 · 64th

  • SCH $10M
  • SCH 122
  • SCH 64th
  • SCH Defined Benefit (Pension)
  • SCH near Bricklayers and Stonemasons Local Union 2 Pension Plan
  • SCH ind #10557

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 Ohio →

Shopmen's Local No. 499 Pension Plan in the asset neighbourhood

Shopmen's Local No. 499 Pension PlanShopmen's Local No. 499 Pens…$10MBricklayers and Stonemasons Local Union 2 Pension PlanBricklayers and Stonemasons …$10MFred Weber, Inc Nonunion Employees Retirement PlanFred Weber, Inc Nonunion Emp…$10MChevron Phillips Chemical Puerto Rico Core LLC Pension PlanChevron Phillips Chemical Pu…$10MRetirement Plan for Employees of the Millers Insurance GroupRetirement Plan for Employee…$10M
End-of-year total assets ($M) among Shopmen's Local No. 499 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$171K
Employer EIN346685472
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Shopmen's Local No. 499 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Shopmen's Local No. 499 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 31.373327048760668% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.64M $12.7M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 122 $10M
2023 1 125 $11M
2024 1 144 $13M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Shopmen's Local No. 499 Pension Plan, Total assets ($B): 0.009644782 · Participants: 122Shopmen's Local No. 499 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Shopmen's Local No. 499 Pension Plan side-by-side with 3 peers →

Shopmen's Local No. 499 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Bricklayers and Stonemasons Local Union 2 Pension Plan in VA ($10M); by covered participants it is La Rabida Employees Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Shopmen's Local No. 499 Pension Plan assets move in 2022? ▼
Shopmen's Local No. 499 Pension Plan edged up modestly - up 1.8% during 2022, from $9M to $10M. Reported net income was $171K.
How have Board of Trustees of the Shopmen's Local No. 499 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Shopmen's Local No. 499 Pension Plan's sponsor-wide assets grew 31.4%, from $10M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers and Stonemasons Local Union 2 Pension Plan in VA ($10M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is La Rabida Employees Retirement Plan in IL (122 participants, $28M 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 346685472.

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.