Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe Pension Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $125,226
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund · Sponsored by Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe · New York · Wholesale Trade
$42M in assets, 334 participants
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe's Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund reported $42M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #5,314 in Wholesale Trade (6,309 peers)
Coverage in New York
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund covers 334 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $42M.
- #5,314
- in Wholesale Trade (6,309 peers)
- +22.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund's outsized position by total assets
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,825,336 Top 16% higher than 84% 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 Wholesale Wine Salemen's Pensio Salesmen's 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 Wholesale Wine Salemen's Pensio Salesmen's Pension Fund sits mid-pack in the medium band (334 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund reported participants rose from 293 in the plan year 2022 filing to 334 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 510157873 · Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe PY 2023 · Defined Benefit (Pension)
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund · $42M · 334 · 84th
- IND $42M
- IND 334
- IND 84th
- IND Defined Benefit (Pension)
- IND near National Lime & Stone Company Hourly Employees' Retirement Plan and Trust
- IND ind #5314
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 Wholesale Trade retirement plans → · Plans in New York →
Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $8M |
| Employer EIN | 510157873 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe)
Sponsor-wide plan assets over time
All Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 39.8976360260294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $34M |
| 2023 | 1 | 334 | $42M |
| 2024 | 1 | 362 | $48M |
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 Wholesale Wine Salemen's Pensio Salesmen's 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 National Lime & Stone Company Hourly Employees' Retirement Plan and Trust in OH ($42M); by covered participants it is Itg Cigars, Inc. Retirement Plan in NC (334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
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.