Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund Pension Plan

Data updated 2026-08-25

$48K
Total assets Small plan by assets: N/A
Participants Small participant base: 4th
Percentile by assets National rank

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Official DOL plan name: Local 29 R.W.D.S.U. Pension Fund · Sponsored by Board of Trustees of Local 29 R.W.D.S.U. Pension Fund · New York · Retail Trade

$48K in assets, N/A participants

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's Local 29 R.W.D.S.U. Pension Fund reported $48K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#446 in Retail Trade (8,414 peers)

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund multi-year trail

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's plans moved +44.1% in assets from 2022 to 2024; this filing shows Local 29 R.W.D.S.U. Pension Fund at $48K / N/A participants.

#446
in Retail Trade (8,414 peers): +15.8%
assets growth YoY

The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 29 R.W.D.S.U. Pension Fund among the smaller filed plans by assets

Local 29 R.W.D.S.U. Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$47,889 4th percentile higher than 4% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 29 R.W.D.S.U. Pension Fund end-of-year assets rose from $41K in the plan year 2022 filing to $48K in the plan year 2023 filing.
Local 29 R.W.D.S.U. Pension Fund reported net income rose from -$278K in the plan year 2022 filing to -$238K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132669167 · Board of Trustees of Local 29 R.W.D.S.U. Pension Fund PY 2023 · Defined Benefit (Pension)

Local 29 R.W.D.S.U. Pension Fund · $48K · N/A · 4th

RANK $48K
RANK N/A
RANK 4th
RANK Defined Benefit (Pension)
RANK near Cement Masons Local Union No. 521 Pension Fund
RANK ind #446

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 29 R.W.D.S.U. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund multi-year asset trail

Latest sponsor-wide plan assets: $60K 44.108688294734804% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$41K
2023	1	N/A	$48K
2024	1	235	$60K

Board of Trustees of Local 29 R.W.D.S.U. Pension Fund filing trail (2023)

Total Assets (Beginning of Year)	$41K
Net Assets (End of Year)	-$6M
Net Income	-$238K
Employer EIN	132669167
Plan Effective Date	1964-12-05
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Local 29 R.W.D.S.U. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Local 29 R.W.D.S.U. Pension Fund side-by-side with 3 peers →

Local 29 R.W.D.S.U. Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Cement Masons Local Union No. 521 Pension Fund in TN at $49K (this filing: $48K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48K here).

Cement Masons Local Union No. 521 Pension Fund (TN) $49K · N/A
Lava Lava, LLC Defined Benefit Plan & Trust (HI) $49K · 71
Retirement Plan for Hourly Paid Employees of Specialty Granules LLC (NJ) $46K · 58
Nam Pension Plan (DC) $45K · 11

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 29 R.W.D.S.U. Pension Fund assets move in 2023? ▼

Local 29 R.W.D.S.U. Pension Fund grew sharply - up 15.8% during 2023, from $41K to $48K. Reported net income was -$238K.

How have Board of Trustees of Local 29 R.W.D.S.U. Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 29 R.W.D.S.U. Pension Fund's sponsor-wide assets grew 44.1%, from $41K to $60K.

Where does Local 29 R.W.D.S.U. Pension Fund rank by assets among Form 5500 filers? ▼

Local 29 R.W.D.S.U. Pension Fund ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 29 R.W.D.S.U. Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local Union No. 521 Pension Fund in TN ($49K, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132669167.