Money Purchase · DOL Form 5500 · 2024

Retail Wholesale Department Store Defined Contribution Pension Plan Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets: 2,321
Participants: 39th
Percentile by assets: $1,839
Avg per participant

Official DOL plan name: Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · Sponsored by Retail Wholesale Department Store Defined Contribution Pension Plan · Pennsylvania · Professional & Technical Services

$4M in assets, 2,321 participants

Retail Wholesale Department Store Defined Contribution Pension Plan's Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported $4M in total assets and 2,321 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

39th percentile by assets (of 123,622 plans)
#7,368 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan covers 2,321 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4M.

$4M
total plan assets (2024 EOY): 2,321
covered participants: 39th
percentile by assets (of 123,622 plans): $1,839
avg assets per participant

Where Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan sits by total assets

Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,268,383 39th percentile higher than 39% 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

Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported net income rose from $186K in the plan year 2023 filing to $199K in the plan year 2024 filing.
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reported participants rose from 2,265 in the plan year 2023 filing to 2,321 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan reports 2,321 participants - 2.8x that state average ($4M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$199K
Employer EIN	226289686
Plan Effective Date	1976-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Retail Wholesale Department Store Defined Contribution Pension Plan)

Total plan assets by year, all Retail Wholesale Department Store Defined Contribution Pension Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	2,364	$4M
2023	1	2,265	$4M
2024	1	2,321	$4M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
Duane Morris Retirement Plan $338M · 484
IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
Milton Hershey School Money Purchase Pension Plan $181M · 1,500
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602

Compare Retail Wholesale Department Store Union … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan by total assets, not by location.

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan (VA) $4M · 11
Stanley G. Haas Retirement Plan (MN) $4M · 1
Wayne Center 401(a)DC Plan (MI) $4M · 57
American Funds Basic Money Purchase Pension Plan for Boxing Cat Films (MI) $4M · 6

Frequently Asked Questions

How did Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan assets move in 2024? ▼

Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan edged up modestly - up 5.0% during 2024, from $4M to $4M. Reported net income was $199K.

How have Retail Wholesale Department Store Defined Contribution Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Retail Wholesale Department Store Defined Contribution Pension Plan's sponsor-wide assets grew 10.1%, from $4M to $4M.

Which Money Purchase plans are similar in size to Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA ($4M, 11 participants).

Next read for Retail Wholesale Department Store Union …

Filing takeaways

Ways to act on Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's numbers.

By total assets, Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Retail Wholesale Department Store Defined Contribution Pension Plan's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 226289686.