Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Amalgamated Retail Retirement Fund Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
18
Participants Small participant base
81st
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Amalgamated Retail Retirement Fund · Sponsored by Trustees of the Amalgamated Retail Retirement Fund · New York · Retail Trade

$35M in assets, 18 participants

Trustees of the Amalgamated Retail Retirement Fund's Amalgamated Retail Retirement Fund reported $35M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,525 in Retail Trade (8,414 peers)

Where Amalgamated Retail Retirement Fund sits by assets

Amalgamated Retail Retirement Fund sits in the top quartile of all filed plans by assets, $35M for 18 participants (~$2.0M/participant), down 3.9% in 2023.

#7,525
in Retail Trade (8,414 peers)
-3.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amalgamated Retail Retirement Fund's outsized position by total assets

Amalgamated Retail Retirement Fund vs every filed plan by assets

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

$35,412,789 Top 19% higher than 81% 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

Amalgamated Retail Retirement Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Retail Retirement Fund is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Retail Retirement Fund reported net income rose from -$8M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Amalgamated Retail Retirement Fund reported participants rose from 12 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Amalgamated Retail Retirement Fund end-of-year assets fell from $37M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131599961 · Trustees of the Amalgamated Retail Retirement Fund PY 2023 · Defined Benefit (Pension)

Amalgamated Retail Retirement Fund · $35M · 18 · 81st

  • NET $35M
  • BOOK 18
  • VS-ST 81st
  • BOY Defined Benefit (Pension)
  • SCH near Aaa Cooper Transportation Pension Plan for Eligible Employees
  • EBSA ind #7525

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 New York →

Amalgamated Retail Retirement Fund in the asset neighbourhood

Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterPension Plan for Members of …$35MAs America Brands, Inc. Pension PlanAs America Brands, Inc. Pens…$35MAaa Cooper Transportation Pension Plan for Eligible EmployeesAaa Cooper Transportation Pe…$35MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$35MThe Vollrath Company LLC Defined Pension Plan for UAW EmployeesThe Vollrath Company LLC Def…$35M
End-of-year total assets ($M) among Amalgamated Retail Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$2M
Employer EIN131599961
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Amalgamated Retail Retirement Fund)

Sponsor-wide plan assets over time

All Trustees of the Amalgamated Retail Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 9.623427420428083% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $36.9M $33.3M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 12 $37M
2023 1 18 $35M
2024 1 19 $33M

Nearby Defined Benefit (Pension) Plans in New York

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

Amalgamated Retail Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Amalgamated Retail Retirement Fund, Total assets ($B): 0.035412789 · Participants: 18Amalgamated Retail Retirement FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Amalgamated Retail Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amalgamated Retail Retirement Fund side-by-side with 3 peers →

Amalgamated Retail Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Aaa Cooper Transportation Pension Plan for Eligible Employees in AL ($35M); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Amalgamated Retail Retirement Fund assets move in 2023? ▼
Amalgamated Retail Retirement Fund edged down modestly - down 3.9% during 2023, from $37M to $35M. Reported net income was -$2M.
How have Trustees of the Amalgamated Retail Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Amalgamated Retail Retirement Fund's sponsor-wide assets declined 9.6%, from $37M to $33M.
Where does Amalgamated Retail Retirement Fund rank by assets among Form 5500 filers? ▼
Amalgamated Retail Retirement Fund ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Aaa Cooper Transportation Pension Plan for Eligible Employees in AL ($35M, 358 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virtus Precision Tube, LLC Pension Plan in KY (18 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 131599961.

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.