Money Purchase · DOL Form 5500 · 2023
Retail Wholesale Department Store Defined Contribution Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2,265
- Participants Above avg headcount
- 41st
- Percentile by assets National rank
- $1,796
- Avg per participant Low balance/head
Official DOL plan name: Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · Sponsored by Retail Wholesale Department Store Defined Contribution Pension Plan · Pennsylvania · Professional & Technical Services
$4M in assets, 2,265 participants
Retail Wholesale Department Store Defined Contribution Pension Plan's Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported $4M in total assets and 2,265 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,709 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan covers 2,265 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4M.
- #7,709
- in Professional & Technical Services (20,321 peers)
- +4.9%
- assets growth YoY
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,066,919 41st percentile higher than 41% 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
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan lands in the large band (2,265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported net income rose from -$842K in the plan year 2022 filing to $186K in the plan year 2023 filing.
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported participants fell from 2,364 in the plan year 2022 filing to 2,265 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 226289686 · Retail Wholesale Department Store Defined Contribution Pension Plan PY 2023 · Money Purchase
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · $4M · 2,265 · 41st
- EOY $4M
- 5500 2,265
- ASSETS 41st
- PCT Money Purchase
- EIN near Westchester Community Opportunity Program, Inc. Pension Plan
- RANK ind #7709
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $186K |
| Employer EIN | 226289686 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Wholesale Department Store Defined Contribution Pension Plan)
Sponsor-wide plan assets over time
All Retail Wholesale Department Store Defined Contribution Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.113769719315055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,364 | $4M |
| 2023 | 1 | 2,265 | $4M |
| 2024 | 1 | 2,321 | $4M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Westchester Community Opportunity Program, Inc. Pension Plan in NY ($4M); by covered participants it is Millwrights' Local 1102 Supplemental Pension Fund in MI (2,267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,265 participants); asset peers above are excluded.
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,267 · 2 off
- NECA-IBEW Local 176 Pension Trust Fund (IL) 2,263 · 2 off
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) 2,240 · 25 off
- Totaltrust Retirement Fund (CA) 2,324 · 59 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.