Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe Pension Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $132,004
- Avg per participant Near avg balance/head
Official DOL plan name: Retirement Plan of Wholesale Wine Salesmen's Pension Fund · Sponsored by Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe · New York · Wholesale Trade
$48M in assets, 362 participants
Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe's Retirement Plan of Wholesale Wine Salesmen's Pension Fund reported $48M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #5,140 in Wholesale Trade (6,080 peers)
Coverage in New York
Retirement Plan of Wholesale Wine Salesmen's Pension Fund covers 362 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $48M.
- #5,140
- in Wholesale Trade (6,080 peers)
- +14.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Retirement Plan of Wholesale Wine Salesmen's Pension Fund's outsized position by total assets
Retirement Plan of Wholesale Wine Salesmen's Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,785,570 Top 16% higher than 84% 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
Retirement Plan of Wholesale Wine Salesmen's 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. Retirement Plan of Wholesale Wine Salesmen's Pension Fund sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Wholesale Wine Salesmen's Pension Fund reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Retirement Plan of Wholesale Wine Salesmen's Pension Fund end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Retirement Plan of Wholesale Wine Salesmen's Pension Fund reported participants rose from 334 in the plan year 2023 filing to 362 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 510157873 · Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe PY 2024 · Defined Benefit (Pension)
Retirement Plan of Wholesale Wine Salesmen's Pension Fund · $48M · 362 · 84th
- IND $48M
- IND 362
- IND 84th
- IND Defined Benefit (Pension)
- IND near Gibson Greetings, Inc. Retirement Income Plan
- IND ind #5140
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 Wholesale Trade retirement plans → · Plans in New York →
Retirement Plan of Wholesale Wine Salesmen's Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 510157873 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe)
Sponsor-wide plan assets over time
All Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 39.8976360260294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $34M |
| 2023 | 1 | 334 | $42M |
| 2024 | 1 | 362 | $48M |
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
Retirement Plan of Wholesale Wine Salesmen's 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 Gibson Greetings, Inc. Retirement Income Plan in OH ($48M); by covered participants it is All Alaska Longshore Pension Plan in OR (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.
- All Alaska Longshore Pension Plan (OR) 362 · 0 off
- The Knoll Pension Plan (MI) 362 · 0 off
- N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund (CT) 362 · 0 off
- East Central Illinois Pipe Trades Pension Fund (IN) 362 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.