Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Retail Wholesale & Dept Store Pension Plan
Data updated 2026-08-25
- $356M
- Total assets Above avg plan size
- 1,611
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $220,919
- Avg per participant Above avg balance/head
Official DOL plan name: Retail, Wholesale & Department Store International Union and Industry Pension Fund · Sponsored by Board of Trustees of Retail Wholesale & Dept Store · Alabama · Manufacturing
$356M in assets, 1,611 participants
Board of Trustees of Retail Wholesale & Dept Store's Retail, Wholesale & Department Store International Union and Industry Pension Fund reported $356M in total assets and 1,611 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,710 in Manufacturing (18,722 peers)
Coverage in Alabama
Retail, Wholesale & Department Store International Union and Industry Pension Fund covers 1,611 participants in Alabama, 4.5x the typical Alabama plan (state average ~360 per filing). Assets: $356M.
- #17,710
- in Manufacturing (18,722 peers)
- -0.2%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $597K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail, Wholesale & Department Store International Union and Industry Pension Fund's outsized position by total assets
Retail, Wholesale & Department Store International Union and Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$355,901,216 Top 3% higher than 97% 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 International Union and Industry Pension Fund'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 International Union and Industry Pension Fund lands in the large band (1,611 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retail, Wholesale & Department Store International Union and Industry Pension Fund reported net income rose from -$61M in the plan year 2022 filing to -$597K in the plan year 2023 filing.
- Retail, Wholesale & Department Store International Union and Industry Pension Fund reported participants fell from 1,679 in the plan year 2022 filing to 1,611 in the plan year 2023 filing.
- Retail, Wholesale & Department Store International Union and Industry Pension Fund end-of-year assets fell from $356M in the plan year 2022 filing to $356M in the plan year 2023 filing.
DOL schedule card
Filing strip 630708442 · Board of Trustees of Retail Wholesale & Dept Store PY 2023 · Defined Benefit (Pension)
Retail, Wholesale & Department Store International Union and Industry Pension Fund · $356M · 1,611 · 97th
- EBSA $356M
- EBSA 1,611
- EBSA 97th
- EBSA Defined Benefit (Pension)
- EBSA near Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity
- EBSA ind #17710
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 Alabama →
Retail, Wholesale & Department Store International Union and Industry Pension Fund in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $356M |
|---|---|
| Net Assets (End of Year) | $356M |
| Net Income | -$597K |
| Employer EIN | 630708442 |
| Plan Effective Date | 1958-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retail Wholesale & Dept Store)
Sponsor-wide plan assets over time
All Board of Trustees of Retail Wholesale & Dept Store plans reported in each filing year
- Latest sponsor-wide plan assets
- $619M 73.62761298310996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,679 | $356M |
| 2023 | 1 | 1,611 | $356M |
| 2024 | 1 | 1,556 | $619M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Retail, Wholesale & Department Store International Union and Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in PA ($356M); by covered participants it is Msa Pension Plan in PA (1,611 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($356M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,611 participants); asset peers above are excluded.
- Msa Pension Plan (PA) 1,611 · 0 off
- Sw Oh Regional Council of Carpenters Pension Plan (MI) 1,610 · 1 off
- Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan (IL) 1,610 · 1 off
- Nbt Bancorp Inc. Defined Benefit Pension Plan (NY) 1,615 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.