Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund Pension Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 326
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $240,901
- Avg per participant Above avg balance/head
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.
- #7,375 in Other Services (7,719 peers)
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 ~798 per filing). Assets: $79M.
- #7,375
- in Other Services (7,719 peers)
- +4.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Liquor Salesmens Union Local 2 Pension Fund's outsized position by total assets
Liquor Salesmens Union Local 2 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,533,598 Top 11% higher than 89% 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
Liquor Salesmens Union Local 2 Pension Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liquor Salesmens Union Local 2 Pension Fund sits mid-pack in the medium band (326 participants).
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.
DOL schedule card
Filing strip 510156423 · Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund PY 2024 · Defined Benefit (Pension)
Liquor Salesmens Union Local 2 Pension Fund · $79M · 326 · 89th
- BOOK $79M
- BOOK 326
- BOOK 89th
- BOOK Defined Benefit (Pension)
- BOOK near United States Cold Storage, Inc. Pension Plan
- BOOK ind #7375
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 Other Services retirement plans → · Plans in New York →
Liquor Salesmens Union Local 2 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $3M |
| Employer EIN | 510156423 |
| Plan Effective Date | 1956-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 10.994012194733457% vs 2022
- 2024 filing year
| 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.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Liquor Salesmens Union Local 2 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is United States Cold Storage, Inc. Pension Plan in NJ ($79M); by covered participants it is Eecu Employees Pension Plan in TX (326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- United States Cold Storage, Inc. Pension Plan (NJ) $79M · 1,702
- Do It Best Corp. Restated Retirement Plan (IN) $78M · 569
- Belden Pension Plan (MO) $78M · 277
- Haynes and Boone, LLP Partners' Cash Balance Plan (TX) $78M · 177
Similar participant headcount
Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.
- Eecu Employees Pension Plan (TX) 326 · 0 off
- Health Alliance Plan Retirement Plan (MI) 326 · 0 off
- Y-12 Federal Credit Union Cash Balance Retirement Pension Plan (TN) 326 · 0 off
- Iubac - Local Union Officers & Employees Pension Plan (DC) 327 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.