Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustee of Suburban Wholesalers Association Pension Plan Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: N/A
Participants Small participant base: 72nd
Percentile by assets National rank

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Official DOL plan name: Suburban Wholesalers Association Pension Plan · Sponsored by Trustee of Suburban Wholesalers Association Pension Plan · New York · Wholesale Trade

$22M in assets, N/A participants

Trustee of Suburban Wholesalers Association Pension Plan's Suburban Wholesalers Association Pension Plan reported $22M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#4,204 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Suburban Wholesalers Association Pension Plan holds $22M for N/A participants, above the median plan by assets.

#4,204
in Wholesale Trade (6,080 peers): -3.3%
assets change YoY

The plan reported a net loss of $765K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Suburban Wholesalers Association Pension Plan's outsized position by total assets

Suburban Wholesalers Association Pension Plan vs every filed plan by assets

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

$22,278,571 Top 28% higher than 72% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Suburban Wholesalers Association Pension Plan reported net income fell from $770K in the plan year 2023 filing to -$765K in the plan year 2024 filing.
Suburban Wholesalers Association Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221972903 · Trustee of Suburban Wholesalers Association Pension Plan PY 2024 · Defined Benefit (Pension)

Suburban Wholesalers Association Pension Plan · $22M · N/A · 72nd

BOOK $22M
VS-ST N/A
BOY 72nd
SCH Defined Benefit (Pension)
EBSA near Pension Plan of Carpenter Funds Administrative Office
PART ind #4204

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Suburban Wholesalers Association Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$22M
Net Income	-$765K
Employer EIN	221972903
Plan Effective Date	1982-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustee of Suburban Wholesalers Association Pension Plan)

Latest sponsor-wide plan assets: $22M 0.04227371516577839% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$22M
2023	1	N/A	$23M
2024	1	N/A	$22M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Suburban Wholesalers Association Pension Plan 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 Suburban Wholesalers Association Pension Plan side-by-side with 3 peers →

Suburban Wholesalers Association Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan of Carpenter Funds Administrative Office in CA at $22M (this filing: $22M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Pension Plan of Carpenter Funds Administrative Office (CA) $22M · 21
Wescom Central Credit Union Defined Benefit Pension Plan (CA) $22M · 95
The Star Enterprise Retirement Plan (TX) $22M · N/A
Penreco Pension Plan (IN) $22M · 62

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 Suburban Wholesalers Association Pension Plan assets move in 2024? ▼

Suburban Wholesalers Association Pension Plan edged down modestly - down 3.3% during 2024, from $23M to $22M. Reported net income was -$765K.

How have Trustee of Suburban Wholesalers Association Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustee of Suburban Wholesalers Association Pension Plan's sponsor-wide assets grew 0.0%, from $22M to $22M.

Which Defined Benefit (Pension) plans are similar in size to Suburban Wholesalers Association Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Carpenter Funds Administrative Office in CA ($22M, 21 participants).

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 221972903.