Defined Benefit (Pension) · DOL Form 5500 · 2023

Russo Trading Co., Inc. Pension Plan

Data updated 2026-08-25

$779K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$194,866
Avg per participant Above avg balance/head
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Official DOL plan name: Russo Trading Co., Inc. Cash Balance Plan · Sponsored by Russo Trading Co., Inc. · Wisconsin · Retail Trade

$779K in assets, 4 participants

Russo Trading Co., Inc.'s Russo Trading Co., Inc. Cash Balance Plan reported $779K in total assets and 4 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.

  • #2,831 in Retail Trade (8,414 peers)

2023 asset change

Russo Trading Co., Inc. Cash Balance Plan grew sharply 20.3% in 2023 ($648K → $779K) for 4 participants.

#2,831
in Retail Trade (8,414 peers)
+20.3%
assets growth YoY

Russo Trading Co., Inc. Cash Balance Plan among the smaller filed plans by assets

Russo Trading Co., Inc. Cash Balance Plan vs every filed plan by assets

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

$779,463 22nd percentile higher than 22% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Russo Trading Co., Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russo Trading Co., Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russo Trading Co., Inc. Cash Balance Plan reported net income rose from -$51K in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Russo Trading Co., Inc. Cash Balance Plan reported participants fell from 13 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Russo Trading Co., Inc. Cash Balance Plan end-of-year assets rose from $648K in the plan year 2022 filing to $779K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391992600 · Russo Trading Co., Inc. PY 2023 · Defined Benefit (Pension)

Russo Trading Co., Inc. Cash Balance Plan · $779K · 4 · 22nd

  • 5500 $779K
  • ASSETS 4
  • PCT 22nd
  • EIN Defined Benefit (Pension)
  • RANK near Brian Catalina Entertainment Defined Benefit Pension Plan
  • PHOTO ind #2831

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 Wisconsin →

Russo Trading Co., Inc. Cash Balance Plan in the asset neighbourhood

Csc Outsourcing Inc. Cutw Hourly Pension PlanCsc Outsourcing Inc. Cutw Ho…$787KRusso Trading Co., Inc. Cash Balance PlanRusso Trading Co., Inc. Cash…$779KBrian Catalina Entertainment Defined Benefit Pension PlanBrian Catalina Entertainment…$780KWine and Liquor Salesmen of Nj Retirement PlanWine and Liquor Salesmen of …$775KEla Bridge LLC Pension Plan$772K
End-of-year total assets ($M) among Russo Trading Co., Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Russo Trading Co., Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Russo Trading Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.65M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 13 $648K
2023 1 4 $779K
2024 1 4 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$648K
Net Assets (End of Year)$779K
Net Income$132K
Employer EIN391992600
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Russo Trading Co., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Russo Trading Co., Inc. Cash Balance Plan, Total assets ($B): 0.000779463 · Participants: 4Russo Trading Co., Inc. Cash Balance PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Russo Trading Co., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Russo Trading Co., Inc. Cash Balance Plan side-by-side with 3 peers →

Russo Trading Co., Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Brian Catalina Entertainment Defined Benefit Pension Plan in CA ($780K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Russo Trading Co., Inc. Cash Balance Plan assets move in 2023? ▼
Russo Trading Co., Inc. Cash Balance Plan grew sharply - up 20.3% during 2023, from $648K to $779K. Reported net income was $132K.
Where does Russo Trading Co., Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Russo Trading Co., Inc. Cash Balance 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 Russo Trading Co., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brian Catalina Entertainment Defined Benefit Pension Plan in CA ($780K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Russo Trading Co., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

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 391992600.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.