Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees-Wine and Liquor Salesmen of Nj Retirement Fund Pension Plan
Data updated 2026-08-25
- $743K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 21st
- Percentile by assets National rank
Official DOL plan name: Wine and Liquor Salesmen of Nj Retirement Plan · Sponsored by Trustees-Wine and Liquor Salesmen of Nj Retirement Fund · New Jersey · Wholesale Trade
$743K in assets, N/A participants
Trustees-Wine and Liquor Salesmen of Nj Retirement Fund's Wine and Liquor Salesmen of Nj Retirement Plan reported $743K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #663 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Wine and Liquor Salesmen of Nj Retirement Plan holds $743K for N/A participants, among the smaller plans by assets on file.
- #663
- in Wholesale Trade (6,080 peers)
- -4.1%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wine and Liquor Salesmen of Nj Retirement Plan among the smaller filed plans by assets
Wine and Liquor Salesmen of Nj Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$743,066 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wine and Liquor Salesmen of Nj Retirement Plan reported net income fell from $10K in the plan year 2023 filing to -$34K in the plan year 2024 filing.
- Wine and Liquor Salesmen of Nj Retirement Plan end-of-year assets fell from $775K in the plan year 2023 filing to $743K in the plan year 2024 filing.
DOL schedule card
Filing strip 221546279 · Trustees-Wine and Liquor Salesmen of Nj Retirement Fund PY 2024 · Defined Benefit (Pension)
Wine and Liquor Salesmen of Nj Retirement Plan · $743K · N/A · 21st
- EIN $743K
- EIN N/A
- EIN 21st
- EIN Defined Benefit (Pension)
- EIN near Eskaton Retirement Plan
- EIN ind #663
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 Jersey →
Wine and Liquor Salesmen of Nj Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $775K |
|---|---|
| Net Assets (End of Year) | $729K |
| Net Income | -$34K |
| Employer EIN | 221546279 |
| Plan Effective Date | 1953-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees-Wine and Liquor Salesmen of Nj Retirement Fund)
Sponsor-wide plan assets over time
All Trustees-Wine and Liquor Salesmen of Nj Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $743K 3.240441121894496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $768K |
| 2023 | 1 | N/A | $775K |
| 2024 | 1 | N/A | $743K |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Wine and Liquor Salesmen of Nj Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Eskaton Retirement Plan in CA at $741K (this filing: $743K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($743K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.