Other
2022 plan-year Other DOL Form 5500

CHICAGO AND MIDWEST REGIONAL PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND

This Other plan holds $28M in total assets and serves 488 participants as of 2022. It is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND in Washington. The plan reported a net loss of $6M for the year.

Total Assets (2023)
$28M
Participants
488
State
Industry
Food Services & Accommodation

What the Filing Says About CHICAGO AND MIDWEST REGIONAL PENSION FUND

CHICAGO AND MIDWEST REGIONAL PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 488 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 316126267, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $28M at year-end — a decline of 18.6%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-6,314,351 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-6,314,351
Plan TypeOther
Employer EIN316126267
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND)

Year Plans Participants Total Assets
2022 1 488 $28M
2023 1 664 $30M
2024 1 557 $32M

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CHICAGO AND MIDWEST REGIONAL PENSION FUND?
As of the 2022 Form 5500 filing, CHICAGO AND MIDWEST REGIONAL PENSION FUND holds $28M in total assets with 488 participants. It is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND.
What type of plan is CHICAGO AND MIDWEST REGIONAL PENSION FUND?
CHICAGO AND MIDWEST REGIONAL PENSION FUND is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 316126267.
Who sponsors the CHICAGO AND MIDWEST REGIONAL PENSION FUND?
CHICAGO AND MIDWEST REGIONAL PENSION FUND is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND, located in Washington. The sponsor's EIN is 316126267 and the plan operates in the Food Services & Accommodation industry.
How did CHICAGO AND MIDWEST REGIONAL PENSION FUND perform in 2022?
CHICAGO AND MIDWEST REGIONAL PENSION FUND declined by 18.6% during 2022, moving from $34M to $28M in total assets. Net income was $-6,314,351.
Where can I find official filings for CHICAGO AND MIDWEST REGIONAL PENSION FUND?
Official Form 5500 filings for CHICAGO AND MIDWEST REGIONAL PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 316126267 or plan name at efast.dol.gov.
How does CHICAGO AND MIDWEST REGIONAL PENSION FUND compare to other plans?
You can compare CHICAGO AND MIDWEST REGIONAL PENSION FUND against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 316126267.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.