Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 1102 Retirement Fund Pension Plan

Data updated 2026-08-11

$746K
Total assets: N/A
Participants: 21st
Percentile by assets

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

$746K in assets, N/A participants

Local 1102 Retirement Fund's Retirement Plan of Local 1102 Retirement Fund reported $746K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

21st percentile by assets (of 127,072 plans)
#2,791 in Retail Trade (8,414 peers)

Local 1102 Retirement Fund multi-year trail

Local 1102 Retirement Fund's plans moved -11.0% in assets from 2022 to 2024; this filing shows Retirement Plan of Local 1102 Retirement Fund at $746K / N/A participants.

$746K
total plan assets (2023 EOY): N/A
covered participants: 21st
percentile by assets (of 127,072 plans): -6.9%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Retirement Plan of Local 1102 Retirement Fund sits by total assets

Retirement Plan of Local 1102 Retirement Fund vs every filed plan by assets

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

$745,754 21st percentile higher than 21% 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 of Local 1102 Retirement Fund reported net income fell from -$18K in the plan year 2022 filing to -$44K in the plan year 2023 filing.
Retirement Plan of Local 1102 Retirement Fund end-of-year assets fell from $801K in the plan year 2022 filing to $746K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Retail Trade

Local 1102 Retirement Fund across 3 plan years on file

Across the 3 plan years Local 1102 Retirement Fund has on file (2022-2024), sponsor-wide plan assets have moved from $801K to $713K, a decline of 11.0%. Peak year by sponsor assets: 2022 ($801K); trough: 2024 ($713K).

Local 1102 Retirement Fund multi-year asset trail

Total plan assets by year, all Local 1102 Retirement Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$801K
2023	1	N/A	$746K
2024	1	N/A	$713K

Local 1102 Retirement Fund filing trail (2023)

Total Assets (Beginning of Year)	$801K
Net Assets (End of Year)	$682K
Net Income	-$44K
Employer EIN	135669982
Plan Effective Date	1952-12-01
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.

Retirement Plan of Local 1102 Retirement 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 Retirement Plan of Local 1102 Retirement… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of Local 1102 Retirement Fund by total assets, not by location.

Shearer & Bonney, P.C. Cash Balance Plan (ID) $747K · 2
Oddworld Inhabitants Inc Defined Benefit Pension Plan (AZ) $747K · 2
Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan (CA) $747K · 6
Hutkin Law Firm, a Professional Corp Cash Balance Plan (CA) $749K · 5

Frequently Asked Questions

How did Retirement Plan of Local 1102 Retirement Fund assets move in 2023? ▼

Retirement Plan of Local 1102 Retirement Fund pulled back noticeably - down 6.9% during 2023, from $801K to $746K. Reported net income was -$44K.

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

Across 3 plan years on file (2022-2024), Local 1102 Retirement Fund's sponsor-wide assets declined 11.0%, from $801K to $713K.

Where does Retirement Plan of Local 1102 Retirement Fund rank by assets among Form 5500 filers? ▼

Retirement Plan of Local 1102 Retirement Fund ranks in the 21st 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 Retirement Plan of Local 1102 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Shearer & Bonney, P.C. Cash Balance Plan in ID ($747K, 2 participants).

Next read for Retirement Plan of Local 1102 Retirement…

Multi-year trail

Ways to act on Retirement Plan of Local 1102 Retirement Fund's numbers.

By total assets, Retirement Plan of Local 1102 Retirement Fund ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Local 1102 Retirement Fund's sponsor-wide assets have declined 11.0% since 2022 across 3 plan years on file. More Retail Trade plans

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 135669982.