Money Purchase · DOL Form 5500 · 2023
Committee of the Retail Wholesale & Department Store Union AFL-CIO Money Purchase Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 103
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $357,564
- Avg per participant High balance/head
Official DOL plan name: Retail Wholesale and Department Store Union Staff Retirement Plan · Sponsored by Committee of the Retail Wholesale & Department Store Union AFL-CIO · New York · Other Services
$37M in assets, 103 participants
Committee of the Retail Wholesale & Department Store Union AFL-CIO's Retail Wholesale and Department Store Union Staff Retirement Plan reported $37M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,188 in Other Services (7,857 peers)
Coverage in New York
Retail Wholesale and Department Store Union Staff Retirement Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $37M.
- #7,188
- in Other Services (7,857 peers)
- +17.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Retail Wholesale and Department Store Union Staff Retirement Plan's outsized position by total assets
Retail Wholesale and Department Store Union Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,829,046 Top 18% higher than 82% 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 and Department Store Union Staff Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Wholesale and Department Store Union Staff Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retail Wholesale and Department Store Union Staff Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Retail Wholesale and Department Store Union Staff Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Retail Wholesale and Department Store Union Staff Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 103 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 516041432 · Committee of the Retail Wholesale & Department Store Union AFL-CIO PY 2023 · Money Purchase
Retail Wholesale and Department Store Union Staff Retirement Plan · $37M · 103 · 82nd
- EIN $37M
- RANK 103
- PHOTO 82nd
- IND Money Purchase
- EOY near Southeastern Ironworkers Annuity Plan
- 5500 ind #7188
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 Other Services retirement plans → · Plans in New York →
Retail Wholesale and Department Store Union Staff Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 516041432 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Committee of the Retail Wholesale & Department Store Union AFL-CIO)
Sponsor-wide plan assets over time
All Committee of the Retail Wholesale & Department Store Union AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 13.724159262046175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $31M |
| 2023 | 1 | 103 | $37M |
| 2024 | 1 | 101 | $36M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Retail Wholesale and Department Store Union Staff Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Southeastern Ironworkers Annuity Plan in AL ($37M); by covered participants it is Missouri Hospital Association Employees Pension Plan in MO (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Southeastern Ironworkers Annuity Plan (AL) $37M · 3,640
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $37M · 517
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) $37M · 183
- Resources for the Future, Inc. 401(a) Retirement (DC) $37M · 60
Similar participant headcount
Nearest other-state filings by covered participants (103 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.