Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$103M
Total assets: 765
Participants: 91st
Percentile by assets: $134,669
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$103M
total plan assets (2024 EOY): 765
covered participants: 91st
percentile by assets (of 123,622 plans): $134,669
avg assets per participant

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 →

State

New York

Industry

Other Services

Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund vs the 2024 asset distribution

By assets, Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$94M
Net Assets (End of Year)	$103M
Net Income	$9M
Employer EIN	510164380
Plan Effective Date	1958-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Bd of Trustees Retirement Plan of Wldw Union Local 1d plans on file

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

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 the Wine, Liquor & Di… 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 the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund by total assets, not by location.

Southwest Retirement and Cash Balance Plan (OH) $103M · 953
Wbc Holdings, L.P. Cash Balance Retirement Plan (IL) $103M · 222
Masters Mates & Pilots Adjustable Pension Plan (MD) $103M · 919
Avis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees (NJ) $103M · 815

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).

Next read for Retirement Plan of the Wine, Liquor & Di…

Scale reading

Ways to act on Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund's numbers.

By total assets, Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund ranks in the top 10% 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
Bd of Trustees Retirement Plan of Wldw Union Local 1d's sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Other Services 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 510164380.