Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Amalgamated Retail Retirement Fund Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
19
Participants Small participant base
79th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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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.

  • #7,027 in Retail Trade (8,048 peers)

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.

#7,027
in Retail Trade (8,048 peers)
-5.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Amalgamated Retail Retirement Fund's outsized position by total assets

Amalgamated Retail Retirement Fund vs every filed plan by assets

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

$33,309,984 Top 21% higher than 79% 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

Amalgamated Retail Retirement Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Retail Retirement Fund is a small filing (19 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131599961 · Trustees of the Amalgamated Retail Retirement Fund PY 2024 · Defined Benefit (Pension)

Amalgamated Retail Retirement Fund · $33M · 19 · 79th

  • RANK $33M
  • PHOTO 19
  • IND 79th
  • EOY Defined Benefit (Pension)
  • 5500 near Koroseal Interior Products Retirement Income Plan
  • ASSETS ind #7027

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 Retail Trade retirement plans → · Plans in New York →

Amalgamated Retail Retirement Fund in the asset neighbourhood

Bowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$33MKoroseal Interior Products Retirement Income PlanKoroseal Interior Products R…$33MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$33MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$33MPrimeway Federal Credit Union Employees' Defined Benefit PlanPrimeway Federal Credit Unio…$33M
End-of-year total assets ($M) among Amalgamated Retail Retirement 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)$35M
Net Assets (End of Year)$33M
Net Income-$2M
Employer EIN131599961
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Amalgamated Retail Retirement Fund)

Sponsor-wide plan assets over time

All Trustees of the Amalgamated Retail Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 9.623427420428083% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $36.9M $33.3M ▼ -9.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Amalgamated Retail Retirement Fund, Total assets ($B): 0.033309984 · Participants: 19Amalgamated Retail Retirement 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
Amalgamated Retail Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amalgamated Retail Retirement Fund side-by-side with 3 peers →

Amalgamated Retail Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Koroseal Interior Products Retirement Income Plan in OH ($33M); by covered participants it is Genon Pension Plan for Bargained Employees in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Amalgamated Retail Retirement Fund assets move in 2024? ▼
Amalgamated Retail Retirement Fund pulled back noticeably - down 5.9% during 2024, from $35M to $33M. Reported net income was -$2M.
How have Trustees of the Amalgamated Retail Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Amalgamated Retail Retirement Fund's sponsor-wide assets declined 9.6%, from $37M to $33M.
Where does Amalgamated Retail Retirement Fund rank by assets among Form 5500 filers? ▼
Amalgamated Retail Retirement Fund ranks in the 79th percentile by end-of-year assets among 123,622 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 Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Koroseal Interior Products Retirement Income Plan in OH ($33M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Retail Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Genon Pension Plan for Bargained Employees in TX (19 participants, $11M 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 131599961.

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.