Defined Benefit (Pension) · DOL Form 5500 · 2022

Liquor and Allied Workers Union Local No. 3 Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
52nd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for the Employees of Local 3 Union · Sponsored by Liquor and Allied Workers Union Local No. 3 · Illinois · Wholesale Trade

$5M in assets, 3 participants

Liquor and Allied Workers Union Local No. 3's Pension Plan for the Employees of Local 3 Union reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,751 in Wholesale Trade (6,843 peers)

Liquor and Allied Workers Union Local No. 3 multi-year trail

Liquor and Allied Workers Union Local No. 3's plans moved +16.0% in assets from 2022 to 2024; this filing shows Pension Plan for the Employees of Local 3 Union at $5M / 3 participants.

#2,751
in Wholesale Trade (6,843 peers)
-11.8%
assets change YoY

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for the Employees of Local 3 Union's mid-pack asset rank among Wholesale Trade and all filers

Pension Plan for the Employees of Local 3 Union vs every filed plan by assets

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

$5,416,081 Top 48% higher than 52% 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

Pension Plan for the Employees of Local 3 Union among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for the Employees of Local 3 Union is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 364044987 · Liquor and Allied Workers Union Local No. 3 PY 2022 · Defined Benefit (Pension)

Pension Plan for the Employees of Local 3 Union · $5M · 3 · 52nd

  • EIN $5M
  • RANK 3
  • PHOTO 52nd
  • IND Defined Benefit (Pension)
  • EOY near Art Flock and Screen, Inc.,Defined Benefit Pension Plan
  • 5500 ind #2751

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 →

Pension Plan for the Employees of Local 3 Union in the asset neighbourhood

Pension Plan for the Employees of Local 3 UnionPension Plan for the Employe…$5MMotor Products Corporation UAW Local 743 Pension PlanMotor Products Corporation U…$5MArt Flock and Screen, Inc.,Defined Benefit Pension PlanArt Flock and Screen, Inc.,D…$5MRogers Brothers Pension Plan for Non-Bargaining EmployeesRogers Brothers Pension Plan…$5MBoyd Coffee Company Pension PlanBoyd Coffee Company Pension …$5M
End-of-year total assets ($M) among Pension Plan for the Employees of Local 3 Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Liquor and Allied Workers Union Local No. 3 multi-year asset trail

Sponsor-wide plan assets over time

All Liquor and Allied Workers Union Local No. 3 plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.005392090701744% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.42M $6.28M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 4 $6M
2024 1 4 $6M

Liquor and Allied Workers Union Local No. 3 filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$731K
Employer EIN364044987
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Pension Plan for the Employees of Local 3 Union vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Pension Plan for the Employees of Local 3 Union, Total assets ($B): 0.005416081 · Participants: 3Pension Plan for the Employees of Local 3 UnionCentral 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
Pension Plan for the Employees of Local 3 Union vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Pension Plan for the Employees of Local 3 Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Art Flock and Screen, Inc.,Defined Benefit Pension Plan in FL ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for the Employees of Local 3 Union assets move in 2022?
Pension Plan for the Employees of Local 3 Union pulled back noticeably - down 11.8% during 2022, from $6M to $5M. Reported net income was -$731K.
How have Liquor and Allied Workers Union Local No. 3 plan assets changed over time?
Across 3 plan years on file (2022-2024), Liquor and Allied Workers Union Local No. 3's sponsor-wide assets grew 16.0%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Local 3 Union?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Art Flock and Screen, Inc.,Defined Benefit Pension Plan in FL ($5M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Local 3 Union?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).