Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Local 734 Pension Fund Pension Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
803
Participants Near avg headcount
93rd
Percentile by assets National rank
$119,734
Avg per participant Near avg balance/head
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Official DOL plan name: Local 734 Pension Fund · Sponsored by Trustees of the Local 734 Pension Fund · Illinois · Wholesale Trade

$96M in assets, 803 participants

Trustees of the Local 734 Pension Fund's Local 734 Pension Fund reported $96M in total assets and 803 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,429 in Wholesale Trade (6,843 peers)

Where Local 734 Pension Fund sits by assets

Local 734 Pension Fund sits in the top 10% of all filed plans by assets, $96M for 803 participants (~$119,734/participant), down 11.9% in 2022.

#6,429
in Wholesale Trade (6,843 peers)
-11.9%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 734 Pension Fund's outsized position by total assets

Local 734 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$96,146,731 Top 7% higher than 93% of 139,123 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 2022

Local 734 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 734 Pension Fund sits mid-pack in the medium band (803 participants).

Published 5500 schedule card

Filing strip 516040136 · Trustees of the Local 734 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 734 Pension Fund · $96M · 803 · 93rd

  • EOY $96M
  • EOY 803
  • EOY 93rd
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Plan for Employees of Alliancebernstein L.P.
  • EOY ind #6429

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 Illinois →

Local 734 Pension Fund in the asset neighbourhood

Weil, Gotshal & Manges Partners' Variable Annuity PlanWeil, Gotshal & Manges Partn…$96MRoofers Local No. 20 Pension FundRoofers Local No. 20 Pension…$96MRetirement Plan for Employees of Alliancebernstein L.P.Retirement Plan for Employee…$96MLocal 734 Pension Fund$96MArizona Sheet Metal Pension Trust FundArizona Sheet Metal Pension …$96M
End-of-year total assets ($M) among Local 734 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$96M
Net Income-$13M
Employer EIN516040136
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 734 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 734 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$96M 0.6433666475878416% vs 2022
2024 filing year
$95M$96M$97M$98M$99M 202220232024 $96.2M $95.5M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 803 $96M
2023 1 858 $98M
2024 1 861 $96M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Local 734 Pension Fund, Total assets ($B): 0.096146731 · Participants: 803Local 734 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local 734 Pension Fund side-by-side with 3 peers →

Local 734 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Alliancebernstein L.P. in TN ($96M); by covered participants it is Pension Plan for Salaried Employees of Stater Bros. Markets in CA (804 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (803 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 734 Pension Fund assets move in 2022? ▼
Local 734 Pension Fund pulled back noticeably - down 11.9% during 2022, from $109M to $96M. Reported net income was -$13M.
How have Trustees of the Local 734 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 734 Pension Fund's sponsor-wide assets declined 0.6%, from $96M to $96M.
Where does Local 734 Pension Fund rank by assets among Form 5500 filers? ▼
Local 734 Pension Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Alliancebernstein L.P. in TN ($96M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Stater Bros. Markets in CA (804 participants, $151M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516040136.

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.