Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
334
Participants Below avg headcount
89th
Percentile by assets National rank
$225,050
Avg per participant Above avg balance/head
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Official DOL plan name: Liquor Salesmen's Union Local 2 Pension Fund · Sponsored by Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund · New York · Other Services

$75M in assets, 334 participants

Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund's Liquor Salesmen's Union Local 2 Pension Fund reported $75M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,523 in Other Services (7,857 peers)

Coverage in New York

Liquor Salesmen's Union Local 2 Pension Fund covers 334 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $75M.

#7,523
in Other Services (7,857 peers)
+6.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Liquor Salesmen's Union Local 2 Pension Fund's outsized position by total assets

Liquor Salesmen's Union Local 2 Pension Fund vs every filed plan by assets

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

$75,166,683 Top 11% higher than 89% 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

Liquor Salesmen's Union Local 2 Pension Fund 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. Liquor Salesmen's Union Local 2 Pension Fund sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liquor Salesmen's Union Local 2 Pension Fund reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Liquor Salesmen's Union Local 2 Pension Fund end-of-year assets rose from $71M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Liquor Salesmen's Union Local 2 Pension Fund reported participants rose from 330 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510156423 · Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund PY 2023 · Defined Benefit (Pension)

Liquor Salesmen's Union Local 2 Pension Fund · $75M · 334 · 89th

  • EOY $75M
  • 5500 334
  • ASSETS 89th
  • PCT Defined Benefit (Pension)
  • EIN near Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank
  • RANK ind #7523

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 →

Liquor Salesmen's Union Local 2 Pension Fund in the asset neighbourhood

Sbera Pension Plan as Adopted by Salem Five Cents Savings BankSbera Pension Plan as Adopte…$75MTeamsters Local 11 Pension FundTeamsters Local 11 Pension F…$75MLiquor Salesmen's Union Local 2 Pension FundLiquor Salesmen's Union Loca…$75MDes Moines Iron Workers Pension TrustDes Moines Iron Workers Pens…$75MPainters Local Union 802 Retirement PlanPainters Local Union 802 Ret…$75M
End-of-year total assets ($M) among Liquor Salesmen's Union Local 2 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$75M
Net Income$4M
Employer EIN510156423
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$79M 10.994012194733457% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $70.8M $78.5M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 330 $71M
2023 1 334 $75M
2024 1 326 $79M

Nearby Defined Benefit (Pension) Plans in New York

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

Liquor Salesmen's Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Liquor Salesmen's Union Local 2 Pension Fund, Total assets ($B): 0.075166683 · Participants: 334Liquor Salesmen's Union Local 2 Pension 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
Liquor Salesmen's Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Liquor Salesmen's Union Local 2 Pension Fund side-by-side with 3 peers →

Liquor Salesmen's Union Local 2 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M); by covered participants it is Itg Cigars, Inc. Retirement Plan in NC (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Liquor Salesmen's Union Local 2 Pension Fund assets move in 2023? ▼
Liquor Salesmen's Union Local 2 Pension Fund grew at a solid clip - up 6.2% during 2023, from $71M to $75M. Reported net income was $4M.
How have Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Liquor Salesmen's Union Local 2 Pension Fund's sponsor-wide assets grew 11.0%, from $71M to $79M.
Where does Liquor Salesmen's Union Local 2 Pension Fund rank by assets among Form 5500 filers? ▼
Liquor Salesmen's Union Local 2 Pension Fund ranks in the 89th 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 Liquor Salesmen's Union Local 2 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liquor Salesmen's Union Local 2 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Itg Cigars, Inc. Retirement Plan in NC (334 participants, $78M 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 510156423.

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.