Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Shopmen's Local No. 499 Pension Plan Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
125
Participants Small participant base
60th
Percentile by assets National rank
$84,467
Avg per participant Below avg balance/head
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Official DOL plan name: Shopmen's Local No. 499 Pension Plan · Sponsored by Board of Trustees of the Shopmen's Local No. 499 Pension Plan · Ohio · Manufacturing

$11M in assets, 125 participants

Board of Trustees of the Shopmen's Local No. 499 Pension Plan's Shopmen's Local No. 499 Pension Plan reported $11M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,665 in Manufacturing (18,722 peers)

Coverage in Ohio

Shopmen's Local No. 499 Pension Plan covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#8,665
in Manufacturing (18,722 peers)
+9.5%
assets growth YoY

Shopmen's Local No. 499 Pension Plan's mid-pack asset rank among Manufacturing and all filers

Shopmen's Local No. 499 Pension Plan vs every filed plan by assets

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

$10,558,409 Top 40% higher than 60% 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

Shopmen's Local No. 499 Pension 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. Shopmen's Local No. 499 Pension Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shopmen's Local No. 499 Pension Plan reported net income rose from $171K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Shopmen's Local No. 499 Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Shopmen's Local No. 499 Pension Plan reported participants rose from 122 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 346685472 · Board of Trustees of the Shopmen's Local No. 499 Pension Plan PY 2023 · Defined Benefit (Pension)

Shopmen's Local No. 499 Pension Plan · $11M · 125 · 60th

  • TYPE $11M
  • TYPE 125
  • TYPE 60th
  • TYPE Defined Benefit (Pension)
  • TYPE near Loews Corporation Cash Balance Retirement Plan
  • TYPE ind #8665

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 Manufacturing retirement plans → · Plans in Ohio →

Shopmen's Local No. 499 Pension Plan in the asset neighbourhood

Leybold USA Pension Plan$11MPeoples National Bank of Kewanee Pension PlanPeoples National Bank of Kew…$11MShopmen's Local No. 499 Pension PlanShopmen's Local No. 499 Pens…$11MLoews Corporation Cash Balance Retirement PlanLoews Corporation Cash Balan…$11MThe Frozen Defined Benefit PlanThe Frozen Defined Benefit P…$11M
End-of-year total assets ($M) among Shopmen's Local No. 499 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$914K
Employer EIN346685472
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Shopmen's Local No. 499 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Shopmen's Local No. 499 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 31.373327048760668% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.64M $12.7M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 122 $10M
2023 1 125 $11M
2024 1 144 $13M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Shopmen's Local No. 499 Pension Plan, Total assets ($B): 0.010558409 · Participants: 125Shopmen's Local No. 499 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Shopmen's Local No. 499 Pension Plan side-by-side with 3 peers →

Shopmen's Local No. 499 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Loews Corporation Cash Balance Retirement Plan in NY ($11M); by covered participants it is Perishable Food Industry Pension Fund in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Shopmen's Local No. 499 Pension Plan assets move in 2023? ▼
Shopmen's Local No. 499 Pension Plan grew at a solid clip - up 9.5% during 2023, from $10M to $11M. Reported net income was $914K.
How have Board of Trustees of the Shopmen's Local No. 499 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Shopmen's Local No. 499 Pension Plan's sponsor-wide assets grew 31.4%, from $10M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Loews Corporation Cash Balance Retirement Plan in NY ($11M, 630 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (125 participants, $18M 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 346685472.

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.