Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees Retirement Plan of Wldw Union Local 1d Pension Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 778
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $121,200
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · Sponsored by Bd of Trustees Retirement Plan of Wldw Union Local 1d · New York · Other Services
$94M in assets, 778 participants
Bd of Trustees Retirement Plan of Wldw Union Local 1d's Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported $94M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,591 in Other Services (7,857 peers)
Where Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits by assets
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits in the top 10% of all filed plans by assets, $94M for 778 participants (~$121,200/participant), up 5.0% in 2023.
- #7,591
- in Other Services (7,857 peers)
- +5.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund's outsized position by total assets
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$94,293,395 Top 9% higher than 91% 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
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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. Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits mid-pack in the medium band (778 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund end-of-year assets rose from $90M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported participants fell from 787 in the plan year 2022 filing to 778 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 510164380 · Bd of Trustees Retirement Plan of Wldw Union Local 1d PY 2023 · Defined Benefit (Pension)
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · $94M · 778 · 91st
- NET $94M
- NET 778
- NET 91st
- NET Defined Benefit (Pension)
- NET near Pension Plan of Holman Enterprises
- NET ind #7591
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 →
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $5M |
| Employer EIN | 510164380 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Retirement Plan of Wldw Union Local 1d)
Sponsor-wide plan assets over time
All Bd of Trustees Retirement Plan of Wldw Union Local 1d plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 14.76337659779283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 787 | $90M |
| 2023 | 1 | 778 | $94M |
| 2024 | 1 | 765 | $103M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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 Pension Plan of Holman Enterprises in NJ ($94M); by covered participants it is Capital Blue Cross Retirement Plan in PA (778 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Pension Plan of Holman Enterprises (NJ) $94M · 1,627
- Abbott Puerto Rico Retirement Plan (IL) $94M · 388
- Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) (PA) $94M · 157
- American Speech-Language-Hearing Association Retirement Income Plan (MD) $94M · 278
Similar participant headcount
Nearest other-state filings by covered participants (778 participants); asset peers above are excluded.
- Capital Blue Cross Retirement Plan (PA) 778 · 0 off
- Black Hills Retirement Plan (SD) 776 · 2 off
- Vulcan Materials Company Pension Plan (AL) 776 · 2 off
- Plumbers Local No 98 Defined Benefit Pension Fund (MI) 780 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.