Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $116,579
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund · Sponsored by Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe · New York · Wholesale Trade
$34M in assets, 293 participants
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe's Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund reported $34M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #5,794 in Wholesale Trade (6,843 peers)
Coverage in New York
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund covers 293 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $34M.
- #5,794
- in Wholesale Trade (6,843 peers)
- -19.9%
- 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.
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund's outsized position by total assets
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,157,525 Top 16% higher than 84% 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
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund 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. Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund sits mid-pack in the medium band (293 participants).
DOL schedule card
Filing strip 510157873 · Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe PY 2022 · Defined Benefit (Pension)
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund · $34M · 293 · 84th
- RANK $34M
- RANK 293
- RANK 84th
- RANK Defined Benefit (Pension)
- RANK near Shell Federal Credit Union Retirement Pension Plan
- RANK ind #5794
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 Wholesale Trade retirement plans → · Plans in New York →
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$9M |
| Employer EIN | 510157873 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe)
Sponsor-wide plan assets over time
All Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 39.8976360260294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $34M |
| 2023 | 1 | 334 | $42M |
| 2024 | 1 | 362 | $48M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Shell Federal Credit Union Retirement Pension Plan in TX ($34M); by covered participants it is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 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.