401(k) · DOL Form 5500 · 2024

Committee of the Retail Wholesale & Department Store Union AFL-CIO 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
101
Participants Small participant base
80th
Percentile by assets National rank
$353,267
Avg per participant High balance/head
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Official DOL plan name: Retail Wholesale and Department Store Union Staff Retirement Plan · Sponsored by Committee of the Retail Wholesale & Department Store Union AFL-CIO · New York · Other Services

$36M in assets, 101 participants

Committee of the Retail Wholesale & Department Store Union AFL-CIO's Retail Wholesale and Department Store Union Staff Retirement Plan reported $36M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,960 in Other Services (7,719 peers)

Coverage in New York

Retail Wholesale and Department Store Union Staff Retirement Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $36M.

#6,960
in Other Services (7,719 peers)
-3.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retail Wholesale and Department Store Union Staff Retirement Plan's outsized position by total assets

Retail Wholesale and Department Store Union Staff Retirement Plan vs every filed plan by assets

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

$35,679,936 Top 20% higher than 80% 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

Retail Wholesale and Department Store Union Staff Retirement Plan 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. Retail Wholesale and Department Store Union Staff Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retail Wholesale and Department Store Union Staff Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Retail Wholesale and Department Store Union Staff Retirement Plan end-of-year assets fell from $37M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Retail Wholesale and Department Store Union Staff Retirement Plan reported participants fell from 103 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 516041432 · Committee of the Retail Wholesale & Department Store Union AFL-CIO PY 2024 · 401(k)

Retail Wholesale and Department Store Union Staff Retirement Plan · $36M · 101 · 80th

  • PHOTO $36M
  • PHOTO 101
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Becket & Lee, LLP Employee Savings & Protection Plan
  • PHOTO ind #6960

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 →

Retail Wholesale and Department Store Union Staff Retirement Plan in the asset neighbourhood

Becket & Lee, LLP Employee Savings & Protection PlanBecket & Lee, LLP Employee S…$36MMakena 401(k) Plan$36MRetail Wholesale and Department Store Union Staff Retirement PlanRetail Wholesale and Departm…$36MMonte Sano Research Corporation 401(k) Profit Sharing PlanMonte Sano Research Corporat…$36MThe Intralot USA 401(k) Plan$36M
End-of-year total assets ($M) among Retail Wholesale and Department Store Union Staff Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$1M
Employer EIN516041432
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Committee of the Retail Wholesale & Department Store Union AFL-CIO)

Sponsor-wide plan assets over time

All Committee of the Retail Wholesale & Department Store Union AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$36M 13.724159262046175% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.4M $35.7M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 107 $31M
2023 1 103 $37M
2024 1 101 $36M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retail Wholesale and Department Store Union Staff Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Retail Wholesale and Department Store Union Staff Retirement Plan, Total assets ($B): 0.035679936 · Participants: 101Retail Wholesale and Department Store Union Staff Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Retail Wholesale and Department Store Union Staff Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Retail Wholesale and Department Store Union Staff Retirement Plan side-by-side with 3 peers →

Retail Wholesale and Department Store Union Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Becket & Lee, LLP Employee Savings & Protection Plan in PA ($36M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Retail Wholesale and Department Store Union Staff Retirement Plan assets move in 2024? ▼
Retail Wholesale and Department Store Union Staff Retirement Plan edged down modestly - down 3.1% during 2024, from $37M to $36M. Reported net income was -$1M.
How have Committee of the Retail Wholesale & Department Store Union AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Committee of the Retail Wholesale & Department Store Union AFL-CIO's sponsor-wide assets grew 13.7%, from $31M to $36M.
Where does Retail Wholesale and Department Store Union Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Retail Wholesale and Department Store Union Staff Retirement Plan ranks in the 80th 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 401(k) plans are similar in size to Retail Wholesale and Department Store Union Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becket & Lee, LLP Employee Savings & Protection Plan in PA ($36M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Retail Wholesale and Department Store Union Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A 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 516041432.

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.