Defined Benefit (Pension) · DOL Form 5500 · 2022

Bd of Trustees Retirement Plan of Wldw Union Local 1d Pension Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
787
Participants Near avg headcount
92nd
Percentile by assets National rank
$114,064
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · Sponsored by Bd of Trustees Retirement Plan of Wldw Union Local 1d · New York · Other Services

$90M in assets, 787 participants

Bd of Trustees Retirement Plan of Wldw Union Local 1d's Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported $90M in total assets and 787 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,156 in Other Services (8,398 peers)

Where Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits by assets

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits in the top 10% of all filed plans by assets, $90M for 787 participants (~$114,064/participant), down 10.0% in 2022.

#8,156
in Other Services (8,398 peers)
-10.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund's outsized position by total assets

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs every filed plan by assets

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

$89,768,678 Top 8% higher than 92% 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

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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 the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits mid-pack in the medium band (787 participants).

Plan-year Form 5500 strip

Filing strip 510164380 · Bd of Trustees Retirement Plan of Wldw Union Local 1d PY 2022 · Defined Benefit (Pension)

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · $90M · 787 · 92nd

  • PCT $90M
  • EIN 787
  • RANK 92nd
  • PHOTO Defined Benefit (Pension)
  • IND near Tower Federal Credit Union Retirement Plan
  • EOY ind #8156

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 →

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund in the asset neighbourhood

Anywhere Real Estate Group LLC Pension PlanAnywhere Real Estate Group L…$90MTower Federal Credit Union Retirement PlanTower Federal Credit Union R…$90MRetirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension FundRetirement Plan of the Wine,…$90MRetirement Plan for the Employees of Bessemer Securities Corporation and AffiliatesRetirement Plan for the Empl…$90MGermania Companies Employees Defined Benefit Pension PlanGermania Companies Employees…$90M
End-of-year total assets ($M) among Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension 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)$100M
Net Assets (End of Year)$90M
Net Income-$10M
Employer EIN510164380
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Retirement Plan of Wldw Union Local 1d)

Sponsor-wide plan assets over time

All Bd of Trustees Retirement Plan of Wldw Union Local 1d plans reported in each filing year

Latest sponsor-wide plan assets
$103M 14.76337659779283% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $89.8M $103M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 787 $90M
2023 1 778 $94M
2024 1 765 $103M

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund, Total assets ($B): 0.089768678 · Participants: 787Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension 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
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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 Tower Federal Credit Union Retirement Plan in MD ($90M); by covered participants it is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO (787 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund assets move in 2022?
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund pulled back noticeably - down 10.0% during 2022, from $100M to $90M. Reported net income was -$10M.
How have Bd of Trustees Retirement Plan of Wldw Union Local 1d plan assets changed over time?
Across 3 plan years on file (2022-2024), Bd of Trustees Retirement Plan of Wldw Union Local 1d's sponsor-wide assets grew 14.8%, from $90M to $103M.
Where does Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund rank by assets among Form 5500 filers?
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tower Federal Credit Union Retirement Plan in MD ($90M, 427 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO (787 participants, $166M in assets).