Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund Pension Plan

Data updated 2026-08-11

$71M
Total assets
330
Participants
91st
Percentile by assets
$214,409
Avg per participant
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Official DOL plan name: Liquor Salesmen's Union Local 2 Pension Fund · Sponsored by Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund · New York · Other Services

$71M in assets, 330 participants

Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund's Liquor Salesmen's Union Local 2 Pension Fund reported $71M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #8,075 in Other Services (8,398 peers)

Coverage in New York

Liquor Salesmen's Union Local 2 Pension Fund covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $71M.

$71M
total plan assets (2022 EOY)
330
covered participants
91st
percentile by assets (of 139,126 plans)
$214,409
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Liquor Salesmen's Union Local 2 Pension Fund sits by total assets

Liquor Salesmen's Union Local 2 Pension Fund vs every filed plan by assets

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

$70,754,806 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Liquor Salesmen's Union Local 2 Pension Fund reports 330 participants - about 41% of that state average ($71M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$71M
Net Income-$14M
Employer EIN510156423
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund)

$65M$70M$75M$80M 202220232024 $70.8M $78.5M ▲ +11.0%
Total plan assets by year, all Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 330 $71M
2023 1 334 $75M
2024 1 326 $79M

Nearby Defined Benefit (Pension) Plans in New York

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

Liquor Salesmen's Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Liquor Salesmen's Un…, Total assets ($B): 0.070754806 · Participants: 330Liquor Salesmen's Un…IBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
Liquor Salesmen's Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Liquor Salesmen's Union Local 2 Pension … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liquor Salesmen's Union Local 2 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Liquor Salesmen's Union Local 2 Pension Fund assets move in 2022? ▼
Liquor Salesmen's Union Local 2 Pension Fund declined sharply - down 16.4% during 2022, from $85M to $71M. Reported net income was -$14M.
How have Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund's sponsor-wide assets grew 11.0%, from $71M to $79M.
Where does Liquor Salesmen's Union Local 2 Pension Fund rank by assets among Form 5500 filers? ▼
Liquor Salesmen's Union Local 2 Pension Fund ranks in the 91st 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 Liquor Salesmen's Union Local 2 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tuality Healthcare Retirement Plan in OR ($71M, 263 participants).

Next read for Liquor Salesmen's Union Local 2 Pension …

Filing takeaways

Ways to act on Liquor Salesmen's Union Local 2 Pension Fund's numbers.

  • By total assets, Liquor Salesmen's Union Local 2 Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Other Services plans

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 510156423.

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.