Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 1102 Storeworkers Retirement Fund Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: N/A
Participants Small participant base: 71st
Percentile by assets National rank

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Official DOL plan name: Storeworkers Retirement Plan · Sponsored by Local 1102 Storeworkers Retirement Fund · New York · Retail Trade

$19M in assets, N/A participants

Local 1102 Storeworkers Retirement Fund's Storeworkers Retirement Plan reported $19M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#6,877 in Retail Trade (8,414 peers)

Local 1102 Storeworkers Retirement Fund multi-year trail

Local 1102 Storeworkers Retirement Fund's plans moved +21.1% in assets from 2022 to 2024; this filing shows Storeworkers Retirement Plan at $19M / N/A participants.

#6,877
in Retail Trade (8,414 peers): +10.2%
assets growth YoY

Storeworkers Retirement Plan's outsized position by total assets

Storeworkers Retirement Plan vs every filed plan by assets

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

$18,698,326 Top 29% higher than 71% 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%)

Storeworkers Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Storeworkers Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136415958 · Local 1102 Storeworkers Retirement Fund PY 2023 · Defined Benefit (Pension)

Storeworkers Retirement Plan · $19M · N/A · 71st

BOOK $19M
VS-ST N/A
BOY 71st
SCH Defined Benefit (Pension)
EBSA near Cleveland Longshoremen's Pension Fund
PART ind #6877

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 Storeworkers Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Local 1102 Storeworkers Retirement Fund multi-year asset trail

Latest sponsor-wide plan assets: $21M 21.109463718194892% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$17M
2023	1	N/A	$19M
2024	1	N/A	$21M

Local 1102 Storeworkers Retirement Fund filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	136415958
Plan Effective Date	1950-03-01
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.

Storeworkers Retirement Plan 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 Storeworkers Retirement Plan side-by-side with 3 peers →

Storeworkers Retirement Plan'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 Cleveland Longshoremen's Pension Fund in OH at $19M (this filing: $19M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Cleveland Longshoremen's Pension Fund (OH) $19M · 63
Pension Plan for Employees of California Labor Federation AFL-CIO (CA) $19M · 12
The Star Enterprise Retirement Plan (CA) $19M · N/A
Scripps/Journal Pension Plan (Albuquerque Publishi (OH) $19M · 33

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 Storeworkers Retirement Plan assets move in 2023? ▼

Storeworkers Retirement Plan grew at a solid clip - up 10.2% during 2023, from $17M to $19M. Reported net income was $2M.

How have Local 1102 Storeworkers Retirement Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Local 1102 Storeworkers Retirement Fund's sponsor-wide assets grew 21.1%, from $17M to $21M.

Which Defined Benefit (Pension) plans are similar in size to Storeworkers Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland Longshoremen's Pension Fund in OH ($19M, 63 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 136415958.