Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Retail Wholesale & Dept Store Pension Plan
Data updated 2026-08-25
- $619M
- Total assets Above avg plan size
- 1,556
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $397,764
- Avg per participant High balance/head
Official DOL plan name: Retail, Wholesale & Department Store International Union and Industry Pension Fund · Sponsored by Board of Trustees of Retail Wholesale & Dept Store · Alabama · Manufacturing
$619M in assets, 1,556 participants
Board of Trustees of Retail Wholesale & Dept Store's Retail, Wholesale & Department Store International Union and Industry Pension Fund reported $619M in total assets and 1,556 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,102 in Manufacturing (17,777 peers)
Coverage in Alabama
Retail, Wholesale & Department Store International Union and Industry Pension Fund covers 1,556 participants in Alabama, 4.3x the typical Alabama plan (state average ~360 per filing). Assets: $619M.
- #17,102
- in Manufacturing (17,777 peers)
- +73.9%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Retail, Wholesale & Department Store International Union and Industry Pension Fund's outsized position by total assets
Retail, Wholesale & Department Store International Union and Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$618,920,990 Top 2% higher than 98% 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 International Union and Industry Pension Fund'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 International Union and Industry Pension Fund lands in the large band (1,556 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retail, Wholesale & Department Store International Union and Industry Pension Fund reported net income rose from -$597K in the plan year 2023 filing to $263M in the plan year 2024 filing.
- Retail, Wholesale & Department Store International Union and Industry Pension Fund end-of-year assets rose from $356M in the plan year 2023 filing to $619M in the plan year 2024 filing.
- Retail, Wholesale & Department Store International Union and Industry Pension Fund reported participants fell from 1,611 in the plan year 2023 filing to 1,556 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 630708442 · Board of Trustees of Retail Wholesale & Dept Store PY 2024 · Defined Benefit (Pension)
Retail, Wholesale & Department Store International Union and Industry Pension Fund · $619M · 1,556 · 98th
- EBSA $619M
- EBSA 1,556
- EBSA 98th
- EBSA Defined Benefit (Pension)
- EBSA near Wellstar Health System, Inc. Active Employees Retirement Plan B
- EBSA ind #17102
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 Manufacturing retirement plans → · Plans in Alabama →
Retail, Wholesale & Department Store International Union and Industry Pension Fund in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $356M |
|---|---|
| Net Assets (End of Year) | $619M |
| Net Income | $263M |
| Employer EIN | 630708442 |
| Plan Effective Date | 1958-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retail Wholesale & Dept Store)
Sponsor-wide plan assets over time
All Board of Trustees of Retail Wholesale & Dept Store plans reported in each filing year
- Latest sponsor-wide plan assets
- $619M 73.62761298310996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,679 | $356M |
| 2023 | 1 | 1,611 | $356M |
| 2024 | 1 | 1,556 | $619M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Vulcan Materials Company Pension Plan $471M · 740
- Alabama Farmers Federation and Affiliated Companies Retirement Plan $460M · 871
Retail, Wholesale & Department Store International Union and Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Wellstar Health System, Inc. Active Employees Retirement Plan B in GA ($620M); by covered participants it is Shelter Insurance Employees Retirement Plan in MO (1,558 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($619M here).
- Wellstar Health System, Inc. Active Employees Retirement Plan B (GA) $620M · 12,371
- Pamcah-Ua Local 675 Pension Plan (HI) $622M · 1,532
- Willis North America Inc. Pension Plan (TN) $623M · 551
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (MI) $623M · 2,160
Similar participant headcount
Nearest other-state filings by covered participants (1,556 participants); asset peers above are excluded.
- Shelter Insurance Employees Retirement Plan (MO) 1,558 · 2 off
- Laborers Local Union No. 158 Pension Plan (PA) 1,558 · 2 off
- Daimler Truck North America Pension Plan (OR) 1,558 · 2 off
- Aramco U.S. Retirement Income Plan (TX) 1,552 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.