Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Retail Wholesale & Dept Store Pension Plan
Data updated 2026-07-24
- $619M
- Total assets
- 1,556
- Participants
- 98th
- Percentile by assets
- $397,764
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Alabama
Retail, Wholesale & Department Store International Union and Industry Pension Fund covers 1,556 participants in Alabama, 4.2x the typical Alabama plan (state average ~369 per filing). Assets: $619M.
- $619M
- total plan assets (2024 EOY)
- 1,556
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $397,764
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 369 participants across 1,507 plans. Retail, Wholesale & Department Store International Union and Industry Pension Fund reports 1,556 participants - 4.2x that state average ($619M EOY assets).
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)
| 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.
Retail, Wholesale & Department Store International Union and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retail, Wholesale & Department Store International Union and Industry Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Retail, Wholesale & Department Store International Union and Industry Pension Fund assets move in 2024? ▼
How have Board of Trustees of Retail Wholesale & Dept Store plan assets changed over time? ▼
Where does Retail, Wholesale & Department Store International Union and Industry Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retail, Wholesale & Department Store International Union and Industry Pension Fund? ▼
Next read for Retail, Wholesale & Department Store Int…
Filing takeaways
Ways to act on Retail, Wholesale & Department Store International Union and Industry Pension Fund's numbers.
- By total assets, Retail, Wholesale & Department Store International Union and Industry Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
- Board of Trustees of Retail Wholesale & Dept Store's sponsor-wide assets have grown 73.6% since 2022 across 3 plan years on file. More Manufacturing 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 630708442.
Read our methodology - how this data is sourced, computed, and verified.