Other
2024 plan-year Other DOL Form 5500

WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND

This Other plan holds $743K in total assets and serves N/A participants as of 2024. It is sponsored by TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND in New Jersey. The plan reported a net loss of $34K for the year.

Total Assets (2023)
$743K
Participants
N/A
State
Industry
Wholesale Trade

What the Filing Says About WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN

WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN is a Other retirement plan sponsored by TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $743K in total end-of-year assets and covers N/A participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 221546279, and the plan has been effective since 1953-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $775K at the beginning of 2024 to $743K at year-end — a decline of 4.1%. Net assets (after liabilities) closed the year at $729K, with reported net income of $-33,755 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$775K
Total Assets (End of Year)$743K
Net Assets (End of Year)$729K
Net Income$-33,755
Plan TypeOther
Employer EIN221546279
Plan Effective Date1953-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND)

Year Plans Participants Total Assets
2022 1 N/A $768K
2023 1 N/A $775K
2024 1 N/A $743K

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN?
As of the 2024 Form 5500 filing, WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN holds $743K in total assets with N/A participants. It is sponsored by TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND.
What type of plan is WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN?
WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN is a Other plan. It has been effective since 1953-10-01. The plan is filed with the U.S. Department of Labor under EIN 221546279.
Who sponsors the WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN?
WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN is sponsored by TRUSTEES-WINE AND LIQUOR SALESMEN OF NJ RETIREMENT FUND, located in New Jersey. The sponsor's EIN is 221546279 and the plan operates in the Wholesale Trade industry.
How did WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN perform in 2024?
WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN declined by 4.1% during 2024, moving from $775K to $743K in total assets. Net income was $-33,755.
Where can I find official filings for WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN?
Official Form 5500 filings for WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221546279 or plan name at efast.dol.gov.
How does WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN compare to other plans?
You can compare WINE AND LIQUOR SALESMEN OF NJ RETIREMENT PLAN against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221546279.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.