Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe Pension Plan

Data updated 2026-07-24

$48M
Total assets: 362
Participants: 84th
Percentile by assets: $132,004
Avg per participant

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.

84th percentile by assets (of 116,472 plans)

Coverage in New York

Retirement Plan of Wholesale Wine Salesmen's Pension Fund covers 362 participants in New York, about 46% of the average New York filer (state average ~795 per filing). Assets: $48M.

$48M
total plan assets (2024 EOY): 362
covered participants: 84th
percentile by assets (of 116,472 plans): $132,004
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Wholesale Trade

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Retirement Plan of Wholesale Wine Salesmen's Pension Fund reports 362 participants - about 46% of that state average ($48M EOY assets).

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)

Total plan assets by year, all Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe plans on file

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.

Retirement Plan of Wholesale Wine Salesmen's Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Retirement Plan of Wholesale Wine Salesm… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of Wholesale Wine Salesmen's Pension Fund by total assets, not by location.

Gibson Greetings, Inc. Retirement Income Plan (OH) $48M · 10
Ridley USA Inc Salaried Retirement Plan (MN) $48M · 40
Cedar Park Cemetery Employees' Pension Plan (NJ) $48M · 70
Motion Picture and Television Fund Retirement Income Plan (CA) $48M · 171

Frequently Asked Questions

How did Retirement Plan of Wholesale Wine Salesmen's Pension Fund assets move in 2024? ▼

Retirement Plan of Wholesale Wine Salesmen's Pension Fund grew at a solid clip - up 14.3% during 2024, from $42M to $48M. Reported net income was $6M.

How have Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Retirement Plan of the Wholesale Wine Salesmen Pe's sponsor-wide assets grew 39.9%, from $34M to $48M.

Where does Retirement Plan of Wholesale Wine Salesmen's Pension Fund rank by assets among Form 5500 filers? ▼

Retirement Plan of Wholesale Wine Salesmen's Pension Fund ranks in the 84th 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 Retirement Plan of Wholesale Wine Salesmen's Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Gibson Greetings, Inc. Retirement Income Plan in OH ($48M, 10 participants).

Next read for Retirement Plan of Wholesale Wine Salesm…

Filing takeaways

Ways to act on Retirement Plan of Wholesale Wine Salesmen's Pension Fund's numbers.

By total assets, Retirement Plan of Wholesale Wine Salesmen's 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 Retirement Plan of the Wholesale Wine Salesmen Pe's sponsor-wide assets have grown 39.9% since 2022 across 3 plan years on file. More Wholesale Trade 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 510157873.

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.