Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Amalgamated Retail Retirement Fund Pension Plan
Data updated 2026-07-24
- $33M
- Total assets
- 19
- Participants
- 79th
- Percentile by assets
- $1.8M
- Avg per participant
Official DOL plan name: Amalgamated Retail Retirement Fund · Sponsored by Trustees of the Amalgamated Retail Retirement Fund · New York · Retail Trade
$33M in assets, 19 participants
Trustees of the Amalgamated Retail Retirement Fund's Amalgamated Retail Retirement Fund reported $33M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 116,472 plans)
Where Amalgamated Retail Retirement Fund sits by assets
Amalgamated Retail Retirement Fund sits in the top quartile of all filed plans by assets, $33M for 19 participants (~$1.8M/participant), down 5.9% in 2024.
- $33M
- total plan assets (2024 EOY)
- 19
- covered participants
- 79th
- percentile by assets (of 116,472 plans)
- $1.8M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amalgamated Retail Retirement Fund reported net income rose from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Amalgamated Retail Retirement Fund end-of-year assets fell from $35M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Amalgamated Retail Retirement Fund reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.
Amalgamated Retail Retirement Fund vs the 2024 asset distribution
By assets, Amalgamated Retail Retirement Fund outranks 79% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$2M |
| Employer EIN | 131599961 |
| Plan Effective Date | 1948-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Amalgamated Retail Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $37M |
| 2023 | 1 | 18 | $35M |
| 2024 | 1 | 19 | $33M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Amalgamated Retail Retirement 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Amalgamated Retail Retirement Fund by total assets, not by location.
- Park Community Credit Union Cash Balance Defined Benefit Plan and Trust (KY) $33M · 262
- Primeway Federal Credit Union Employees' Defined Benefit Plan (TX) $33M · 36
- Bowie-Cass Electric Cooperative, Inc. Retirement Plan (TX) $33M · 60
- Retirement Income Plan for Hourly Employees of Essex Group, Inc (GA) $33M · 131
Frequently Asked Questions
How did Amalgamated Retail Retirement Fund assets move in 2024? ▼
How have Trustees of the Amalgamated Retail Retirement Fund plan assets changed over time? ▼
Where does Amalgamated Retail Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Retail Retirement Fund? ▼
Next read for Amalgamated Retail Retirement Fund
Scale reading
Ways to act on Amalgamated Retail Retirement Fund's numbers.
- By total assets, Amalgamated Retail Retirement 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
- Trustees of the Amalgamated Retail Retirement Fund's sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Retail 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 131599961.
Read our methodology - how this data is sourced, computed, and verified.