Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund Pension Plan

Data updated 2026-07-24

$79M
Total assets
326
Participants
89th
Percentile by assets
$240,901
Avg per participant
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Official DOL plan name: Liquor Salesmens Union Local 2 Pension Fund · Sponsored by Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund · New York · Other Services

$79M in assets, 326 participants

Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund's Liquor Salesmens Union Local 2 Pension Fund reported $79M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

Coverage in New York

Liquor Salesmens Union Local 2 Pension Fund covers 326 participants in New York, about 41% of the average New York filer (state average ~795 per filing). Assets: $79M.

$79M
total plan assets (2024 EOY)
326
covered participants
89th
percentile by assets (of 116,472 plans)
$240,901
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liquor Salesmens Union Local 2 Pension Fund reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Liquor Salesmens Union Local 2 Pension Fund end-of-year assets rose from $75M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Liquor Salesmens Union Local 2 Pension Fund reported participants fell from 334 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Liquor Salesmens Union Local 2 Pension Fund reports 326 participants - about 41% of that state average ($79M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$78M
Net Income$3M
Employer EIN510156423
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund)

$65M$70M$75M$80M 202220232024 $70.8M $78.5M ▲ +11.0%
Total plan assets by year, all Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 330 $71M
2023 1 334 $75M
2024 1 326 $79M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Liquor Salesmens Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Liquor Salesmens Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Liquor Salesmens Uni…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Liquor Salesmens Union Local 2 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liquor Salesmens Union Local 2 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Liquor Salesmens Union Local 2 Pension Fund assets move in 2024?
Liquor Salesmens Union Local 2 Pension Fund edged up modestly - up 4.5% during 2024, from $75M to $79M. Reported net income was $3M.
How have Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund's sponsor-wide assets grew 11.0%, from $71M to $79M.
Where does Liquor Salesmens Union Local 2 Pension Fund rank by assets among Form 5500 filers?
Liquor Salesmens Union Local 2 Pension Fund ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Liquor Salesmens Union Local 2 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is United States Cold Storage, Inc. Pension Plan in NJ ($79M, 1,702 participants).

Next read for Liquor Salesmens Union Local 2 Pension F…

Filing takeaways

Ways to act on Liquor Salesmens Union Local 2 Pension Fund's numbers.

  • By total assets, Liquor Salesmens Union Local 2 Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Other 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 510156423.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.