Defined Benefit (Pension) · DOL Form 5500 · 2023

Retail Local 906 Pension Plan

Data updated 2026-08-11

$11K
Total assets
N/A
Participants
2nd
Percentile by assets
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Official DOL plan name: Retail Local 906 AFL-CIO Pension Plan · Sponsored by Retail Local 906 · New York · Unclassified

$11K in assets, N/A participants

Retail Local 906's Retail Local 906 AFL-CIO Pension Plan reported $11K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • 2nd percentile by assets (of 127,072 plans)
  • #2 in Unclassified (42 peers)

Retail Local 906 multi-year trail

Retail Local 906's plans moved -19.1% in assets from 2022 to 2024; this filing shows Retail Local 906 AFL-CIO Pension Plan at $11K / N/A participants.

$11K
total plan assets (2023 EOY)
N/A
covered participants
2nd
percentile by assets (of 127,072 plans)
-3.4%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retail Local 906 AFL-CIO Pension Plan reported net income fell from -$141K in the plan year 2022 filing to -$181K in the plan year 2023 filing.
  • Retail Local 906 AFL-CIO Pension Plan end-of-year assets fell from $12K in the plan year 2022 filing to $11K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Retail Local 906 across 3 plan years on file

Across the 3 plan years Retail Local 906 has on file (2022-2024), sponsor-wide plan assets have moved from $12K to $9K, a decline of 19.1%. Peak year by sponsor assets: 2022 ($12K); trough: 2024 ($9K).

Retail Local 906 multi-year asset trail

$0.01M 202220232024 $0.01M $0.01M ▲ +0.0%
Total plan assets by year, all Retail Local 906 plans on file
Year Plans Participants Total Assets
2022 1 N/A $12K
2023 1 N/A $11K
2024 1 N/A $9K

Retail Local 906 filing trail (2023)

Total Assets (Beginning of Year)$12K
Net Assets (End of Year)-$2M
Net Income-$181K
Employer EIN136202748
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Retail Local 906 AFL-CIO Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Retail Local 906 AFL-CIO Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retail Local 906 AFL…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
Retail Local 906 AFL-CIO Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retail Local 906 AFL-CIO Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Retail Local 906 AFL-CIO Pension Plan assets move in 2023?
Retail Local 906 AFL-CIO Pension Plan edged down modestly - down 3.4% during 2023, from $12K to $11K. Reported net income was -$181K.
How have Retail Local 906 plan assets changed over time?
Across 3 plan years on file (2022-2024), Retail Local 906's sponsor-wide assets declined 19.1%, from $12K to $9K.
Where does Retail Local 906 AFL-CIO Pension Plan rank by assets among Form 5500 filers?
Retail Local 906 AFL-CIO Pension Plan ranks in the 2nd 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 Retail Local 906 AFL-CIO Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Acopian Technical Company Pension Plan in PA ($12K, 35 participants).

Next read for Retail Local 906 AFL-CIO Pension Plan

Multi-year trail

Ways to act on Retail Local 906 AFL-CIO Pension Plan's numbers.

  • By total assets, Retail Local 906 AFL-CIO Pension Plan 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
  • Retail Local 906's sponsor-wide assets have declined 19.1% since 2022 across 3 plan years on file. More Unclassified plans