Profit Sharing · DOL Form 5500 · 2023
Retail Wholesale & Department Store Local 338 Rwdsu Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $112,661
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan for Employees of Local 338 & Affiliated Funds · Sponsored by Retail Wholesale & Department Store Local 338 Rwdsu · New York · Other Services
$7M in assets, 60 participants
Retail Wholesale & Department Store Local 338 Rwdsu's Retirement Plan for Employees of Local 338 & Affiliated Funds reported $7M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #5,539 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Retirement Plan for Employees of Local 338 & Affiliated Funds ranks #5,539 of 7,857 2023 filers by assets (297% of the sector average)-$7M for 60 participants.
- #5,539
- in Other Services (7,857 peers)
- +20.9%
- assets growth YoY
Retirement Plan for Employees of Local 338 & Affiliated Funds's mid-pack asset rank among Other Services and all filers
Retirement Plan for Employees of Local 338 & Affiliated Funds vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,759,641 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Employees of Local 338 & Affiliated Funds among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Local 338 & Affiliated Funds is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Local 338 & Affiliated Funds reported net income rose from -$399K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Retirement Plan for Employees of Local 338 & Affiliated Funds end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Retirement Plan for Employees of Local 338 & Affiliated Funds reported participants fell from 63 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131215100 · Retail Wholesale & Department Store Local 338 Rwdsu PY 2023 · Profit Sharing
Retirement Plan for Employees of Local 338 & Affiliated Funds · $7M · 60 · 50th
- BOY $7M
- SCH 60
- EBSA 50th
- PART Profit Sharing
- TYPE near Terumo Puerto Rico LLC Retirement Plan
- NET ind #5539
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 for Employees of Local 338 & Affiliated Funds in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 131215100 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Wholesale & Department Store Local 338 Rwdsu)
Sponsor-wide plan assets over time
All Retail Wholesale & Department Store Local 338 Rwdsu plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 42.31063865398357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $6M |
| 2023 | 1 | 60 | $7M |
| 2024 | 1 | 60 | $8M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Retirement Plan for Employees of Local 338 & Affiliated Funds's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Terumo Puerto Rico LLC Retirement Plan in NJ ($7M); by covered participants it is Great Plains Federal Credit Union Profit Sharing Plan in MO (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Great Plains Federal Credit Union Profit Sharing Plan (MO) 60 · 0 off
- Nogales Produce, Inc. Profit Sharing Plan (TX) 60 · 0 off
- Loving Care Inc. Profit Sharing Plan (TN) 60 · 0 off
- Glad Employer Contribution 401(a) Plan (CA) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.