Money Purchase · DOL Form 5500 · 2024
Retail Wholesale Department Store Defined Contribution Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2,321
- Participants Above avg headcount
- 39th
- Percentile by assets National rank
- $1,839
- Avg per participant Low balance/head
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.
- #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.
- #7,368
- in Professional & Technical Services (20,173 peers)
- +5.0%
- assets growth YoY
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
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's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan lands in the large band (2,321 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Published 5500 schedule card
Filing strip 226289686 · Retail Wholesale Department Store Defined Contribution Pension Plan PY 2024 · Money Purchase
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan · $4M · 2,321 · 39th
- PHOTO $4M
- PHOTO 2,321
- PHOTO 39th
- PHOTO Money Purchase
- PHOTO near Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan
- PHOTO ind #7368
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Retail Wholesale Department Store Defined Contribution Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.113769719315055% vs 2022
- 2024 filing year
| 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.
- 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
Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA ($4M); by covered participants it is The Rand Corporation 401(a) Qualified Retirement Plan in CA (2,313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,321 participants); asset peers above are excluded.
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,313 · 8 off
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,329 · 8 off
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) 2,346 · 25 off
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,355 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.