Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$71M
Total assets Below avg plan size
330
Participants Below avg headcount
91st
Percentile by assets National rank
$214,409
Avg per participant Above avg balance/head
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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.

  • #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.

#8,075
in Other Services (8,398 peers)
-16.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Liquor Salesmen's Union Local 2 Pension Fund's outsized position 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 $2,050,000,000 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

Liquor Salesmen's Union Local 2 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. Liquor Salesmen's Union Local 2 Pension Fund sits mid-pack in the medium band (330 participants).

DOL schedule card

Filing strip 510156423 · Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund PY 2022 · Defined Benefit (Pension)

Liquor Salesmen's Union Local 2 Pension Fund · $71M · 330 · 91st

  • EOY $71M
  • 5500 330
  • ASSETS 91st
  • PCT Defined Benefit (Pension)
  • EIN near Tuality Healthcare Retirement Plan
  • RANK ind #8075

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 →

Liquor Salesmen's Union Local 2 Pension Fund in the asset neighbourhood

Vizient Retirement Plan$71MJ.G. Boswell Company Employees' Retirement PlanJ.G. Boswell Company Employe…$71MTuality Healthcare Retirement PlanTuality Healthcare Retiremen…$71MLiquor Salesmen's Union Local 2 Pension FundLiquor Salesmen's Union Loca…$71MSilgan Plastics Pension Plan for Hourly-Paid EmployeesSilgan Plastics Pension Plan…$71M
End-of-year total assets ($M) among Liquor Salesmen's Union Local 2 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$79M 10.994012194733457% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $70.8M $78.5M ▲ +11.0%
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 ($B) Participants Liquor Salesmen's Union Local 2 Pension Fund, Total assets ($B): 0.070754806 · Participants: 330Liquor Salesmen's Union Local 2 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
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 Fund side-by-side with 3 peers →

Liquor Salesmen's Union Local 2 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 Tuality Healthcare Retirement Plan in OR ($71M); by covered participants it is Union Savings Bank Retirement Plan in CT (330 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (330 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liquor Salesmen's Union Local 2 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Union Savings Bank Retirement Plan in CT (330 participants, $106M 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 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.