Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of the Shopmen's Local No. 499 Pension Plan Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
144
Participants Small participant base
61st
Percentile by assets National rank
$87,991
Avg per participant Below avg balance/head
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Official DOL plan name: Shopmen's Local No. 499 Pension Plan · Sponsored by Board of Trustees of the Shopmen's Local No. 499 Pension Plan · Ohio · Manufacturing

$13M in assets, 144 participants

Board of Trustees of the Shopmen's Local No. 499 Pension Plan's Shopmen's Local No. 499 Pension Plan reported $13M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,508 in Manufacturing (17,777 peers)

Coverage in Ohio

Shopmen's Local No. 499 Pension Plan covers 144 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#8,508
in Manufacturing (17,777 peers)
+20.0%
assets growth YoY

Shopmen's Local No. 499 Pension Plan's mid-pack asset rank among Manufacturing and all filers

Shopmen's Local No. 499 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,670,671 Top 39% higher than 61% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Shopmen's Local No. 499 Pension Plan 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. Shopmen's Local No. 499 Pension Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shopmen's Local No. 499 Pension Plan reported net income rose from $914K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shopmen's Local No. 499 Pension Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Shopmen's Local No. 499 Pension Plan reported participants rose from 125 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 346685472 · Board of Trustees of the Shopmen's Local No. 499 Pension Plan PY 2024 · Defined Benefit (Pension)

Shopmen's Local No. 499 Pension Plan · $13M · 144 · 61st

  • BOOK $13M
  • BOOK 144
  • BOOK 61st
  • BOOK Defined Benefit (Pension)
  • BOOK near Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan
  • BOOK ind #8508

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 Ohio →

Shopmen's Local No. 499 Pension Plan in the asset neighbourhood

Darling Ingredients Retirement Income Plan for Union EmployeesDarling Ingredients Retireme…$13MPension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLCPension Plan for Bargaining …$13MSbera Pension Plan as Adopted by Walpole Co-Operative BankSbera Pension Plan as Adopte…$13MScripps Clinic Medical Group, Inc. Market Return Cash Balance PlanScripps Clinic Medical Group…$13MShopmen's Local No. 499 Pension PlanShopmen's Local No. 499 Pens…$13M
End-of-year total assets ($M) among Shopmen's Local No. 499 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN346685472
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Shopmen's Local No. 499 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Shopmen's Local No. 499 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 31.373327048760668% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.64M $12.7M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 122 $10M
2023 1 125 $11M
2024 1 144 $13M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Shopmen's Local No. 499 Pension Plan, Total assets ($B): 0.012670671 · Participants: 144Shopmen's Local No. 499 Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Shopmen's Local No. 499 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Shopmen's Local No. 499 Pension Plan side-by-side with 3 peers →

Shopmen's Local No. 499 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan in CA ($13M); by covered participants it is Penn Mutual Retirement Plan in PA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shopmen's Local No. 499 Pension Plan assets move in 2024? ▼
Shopmen's Local No. 499 Pension Plan grew sharply - up 20.0% during 2024, from $11M to $13M. Reported net income was $2M.
How have Board of Trustees of the Shopmen's Local No. 499 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Shopmen's Local No. 499 Pension Plan's sponsor-wide assets grew 31.4%, from $10M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scripps Clinic Medical Group, Inc. Market Return Cash Balance Plan in CA ($13M, 232 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shopmen's Local No. 499 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Penn Mutual Retirement Plan in PA (144 participants, $3M in assets).

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 346685472.

Read our methodology - how this data is sourced, computed, and verified.

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