Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees Retirement Plan of Wldw Union Local 1d Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
765
Participants Near avg headcount
91st
Percentile by assets National rank
$134,669
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · Sponsored by Bd of Trustees Retirement Plan of Wldw Union Local 1d · New York · Other Services

$103M in assets, 765 participants

Bd of Trustees Retirement Plan of Wldw Union Local 1d's Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported $103M in total assets and 765 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,456 in Other Services (7,719 peers)

Where Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits by assets

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits in the top 10% of all filed plans by assets, $103M for 765 participants (~$134,669/participant), up 9.3% in 2024.

#7,456
in Other Services (7,719 peers)
+9.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund's outsized position by total assets

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs every filed plan by assets

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

$103,021,566 Top 9% higher than 91% 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

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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 the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund sits mid-pack in the medium band (765 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund end-of-year assets rose from $94M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund reported participants fell from 778 in the plan year 2023 filing to 765 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510164380 · Bd of Trustees Retirement Plan of Wldw Union Local 1d PY 2024 · Defined Benefit (Pension)

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund · $103M · 765 · 91st

  • EBSA $103M
  • PART 765
  • TYPE 91st
  • NET Defined Benefit (Pension)
  • BOOK near Southwest Retirement and Cash Balance Plan
  • VS-ST ind #7456

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 →

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund in the asset neighbourhood

Avis Rent a Car System, LLC. Pension Plan for Bargaining Hourly EmployeesAvis Rent a Car System, LLC.…$103MRetirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension FundRetirement Plan of the Wine,…$103MSouthwest Retirement and Cash Balance PlanSouthwest Retirement and Cas…$103MWbc Holdings, L.P. Cash Balance Retirement PlanWbc Holdings, L.P. Cash Bala…$103MMasters Mates & Pilots Adjustable Pension PlanMasters Mates & Pilots Adjus…$103M
End-of-year total assets ($M) among Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$103M
Net Income$9M
Employer EIN510164380
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Retirement Plan of Wldw Union Local 1d)

Sponsor-wide plan assets over time

All Bd of Trustees Retirement Plan of Wldw Union Local 1d plans reported in each filing year

Latest sponsor-wide plan assets
$103M 14.76337659779283% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $89.8M $103M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 787 $90M
2023 1 778 $94M
2024 1 765 $103M

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 the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund, Total assets ($B): 0.103021566 · Participants: 765Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund side-by-side with 3 peers →

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d 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 Southwest Retirement and Cash Balance Plan in OH ($103M); by covered participants it is Sharp Corporation Retirement Plan in PA (765 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (765 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 Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund assets move in 2024? ▼
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund grew at a solid clip - up 9.3% during 2024, from $94M to $103M. Reported net income was $9M.
How have Bd of Trustees Retirement Plan of Wldw Union Local 1d plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Retirement Plan of Wldw Union Local 1d's sponsor-wide assets grew 14.8%, from $90M to $103M.
Where does Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund rank by assets among Form 5500 filers? ▼
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Retirement and Cash Balance Plan in OH ($103M, 953 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sharp Corporation Retirement Plan in PA (765 participants, $38M 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 510164380.

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.