Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Amalgamated Retail Retirement Fund Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
12
Participants Small participant base
85th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amalgamated Retail Retirement Fund · Sponsored by Trustees of the Amalgamated Retail Retirement Fund · New York · Retail Trade

$37M in assets, 12 participants

Trustees of the Amalgamated Retail Retirement Fund's Amalgamated Retail Retirement Fund reported $37M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,733 in Retail Trade (9,519 peers)

Where Amalgamated Retail Retirement Fund sits by assets

Amalgamated Retail Retirement Fund sits in the top quartile of all filed plans by assets, $37M for 12 participants (~$3.1M/participant), down 18.4% in 2022.

#8,733
in Retail Trade (9,519 peers)
-18.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amalgamated Retail Retirement Fund's outsized position by total assets

Amalgamated Retail Retirement Fund vs every filed plan by assets

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

$36,856,879 Top 15% higher than 85% 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

Amalgamated Retail Retirement Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Retail Retirement Fund is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 131599961 · Trustees of the Amalgamated Retail Retirement Fund PY 2022 · Defined Benefit (Pension)

Amalgamated Retail Retirement Fund · $37M · 12 · 85th

  • BOY $37M
  • SCH 12
  • EBSA 85th
  • PART Defined Benefit (Pension)
  • TYPE near The Fidelity Bank Pension Plan
  • NET ind #8733

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 Retail Trade retirement plans → · Plans in New York →

Amalgamated Retail Retirement Fund in the asset neighbourhood

Catholic Financial Life Pension PlanCatholic Financial Life Pens…$37MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$37MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$37MLloyd's Register Americas, Inc. Retirement Plan for United States EmployeesLloyd's Register Americas, I…$37MThe Graham Companies Pension PlanThe Graham Companies Pension…$37M
End-of-year total assets ($M) among Amalgamated Retail Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN131599961
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Amalgamated Retail Retirement Fund)

Sponsor-wide plan assets over time

All Trustees of the Amalgamated Retail Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 9.623427420428083% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $36.9M $33.3M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 12 $37M
2023 1 18 $35M
2024 1 19 $33M

Nearby Defined Benefit (Pension) Plans in New York

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

Amalgamated Retail Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Amalgamated Retail Retirement Fund, Total assets ($B): 0.036856879 · Participants: 12Amalgamated Retail Retirement FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Amalgamated Retail Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amalgamated Retail Retirement Fund side-by-side with 3 peers →

Amalgamated Retail Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Fidelity Bank Pension Plan in NC ($37M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Amalgamated Retail Retirement Fund assets move in 2022? ▼
Amalgamated Retail Retirement Fund declined sharply - down 18.4% during 2022, from $45M to $37M. Reported net income was -$8M.
How have Trustees of the Amalgamated Retail Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Amalgamated Retail Retirement Fund's sponsor-wide assets declined 9.6%, from $37M to $33M.
Where does Amalgamated Retail Retirement Fund rank by assets among Form 5500 filers? ▼
Amalgamated Retail Retirement Fund ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Fidelity Bank Pension Plan in NC ($37M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants, $1M 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 131599961.

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.