Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees-Wine and Liquor Salesmen of Nj Retirement Fund Pension Plan

Data updated 2026-08-25

$775K
Total assets Small plan by assets: N/A
Participants Small participant base: 22nd
Percentile by assets National rank

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Official DOL plan name: Wine and Liquor Salesmen of Nj Retirement Plan · Sponsored by Trustees-Wine and Liquor Salesmen of Nj Retirement Fund · New Jersey · Wholesale Trade

$775K in assets, N/A participants

Trustees-Wine and Liquor Salesmen of Nj Retirement Fund's Wine and Liquor Salesmen of Nj Retirement Plan reported $775K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#724 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Wine and Liquor Salesmen of Nj Retirement Plan holds $775K for N/A participants, among the smaller plans by assets on file.

#724
in Wholesale Trade (6,309 peers): +0.9%
assets growth YoY

Wine and Liquor Salesmen of Nj Retirement Plan among the smaller filed plans by assets

Wine and Liquor Salesmen of Nj Retirement Plan vs every filed plan by assets

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

$774,763 22nd percentile higher than 22% 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%)

Wine and Liquor Salesmen of Nj Retirement Plan reported net income fell from $49K in the plan year 2022 filing to $10K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221546279 · Trustees-Wine and Liquor Salesmen of Nj Retirement Fund PY 2023 · Defined Benefit (Pension)

Wine and Liquor Salesmen of Nj Retirement Plan · $775K · N/A · 22nd

TYPE $775K
NET N/A
BOOK 22nd
VS-ST Defined Benefit (Pension)
BOY near Ela Bridge LLC Pension Plan
SCH ind #724

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 Wholesale Trade retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Wine and Liquor Salesmen of Nj Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$768K
Net Assets (End of Year)	$763K
Net Income	$10K
Employer EIN	221546279
Plan Effective Date	1953-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees-Wine and Liquor Salesmen of Nj Retirement Fund)

Latest sponsor-wide plan assets: $743K 3.240441121894496% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$768K
2023	1	N/A	$775K
2024	1	N/A	$743K

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Wine and Liquor Salesmen of Nj Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.2B · 37,749
JPMorgan Chase Retirement Plan $16.3B · 90,644
Nokia Retirement Income Plan $13.9B · 7,492
The Prudential Merged Retirement Plan $12.2B · 16,230
Verizon Pension Plan for Associates $10.9B · 23,778

Compare Wine and Liquor Salesmen of Nj Retirement Plan side-by-side with 3 peers →

Wine and Liquor Salesmen of Nj Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Ela Bridge LLC Pension Plan in NY at $772K (this filing: $775K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($775K here).

Ela Bridge LLC Pension Plan (NY) $772K · 2
Russo Trading Co., Inc. Cash Balance Plan (WI) $779K · 4
Brian Catalina Entertainment Defined Benefit Pension Plan (CA) $780K · 2
St. Louis Motion Picture Operators Pension Fund (MO) $769K · 28

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 Wine and Liquor Salesmen of Nj Retirement Plan assets move in 2023? ▼

Wine and Liquor Salesmen of Nj Retirement Plan held essentially flat - up 0.9% during 2023, from $768K to $775K. Reported net income was $10K.

How have Trustees-Wine and Liquor Salesmen of Nj Retirement Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees-Wine and Liquor Salesmen of Nj Retirement Fund's sponsor-wide assets declined 3.2%, from $768K to $743K.

Where does Wine and Liquor Salesmen of Nj Retirement Plan rank by assets among Form 5500 filers? ▼

Wine and Liquor Salesmen of Nj Retirement Plan ranks in the 22nd 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 Wine and Liquor Salesmen of Nj Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ela Bridge LLC Pension Plan in NY ($772K, 2 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 221546279.