401(k) · DOL Form 5500 · 2022
Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp 401(k) Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 1,266
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $194,418
- Avg per participant Above avg balance/head
Official DOL plan name: Liquor and Allied Workers Union Local No. 3, Emp · Sponsored by Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp · Illinois · Wholesale Trade
$246M in assets, 1,266 participants
Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's Liquor and Allied Workers Union Local No. 3, Emp reported $246M in total assets and 1,266 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #6,661 in Wholesale Trade (6,843 peers)
Where Liquor and Allied Workers Union Local No. 3, Emp sits by assets
Liquor and Allied Workers Union Local No. 3, Emp sits in the top 5% of all filed plans by assets, $246M for 1,266 participants (~$194,418/participant), down 11.5% in 2022.
- #6,661
- in Wholesale Trade (6,843 peers)
- -11.5%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liquor and Allied Workers Union Local No. 3, Emp's outsized position by total assets
Liquor and Allied Workers Union Local No. 3, Emp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$246,133,282 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Liquor and Allied Workers Union Local No. 3, Emp's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liquor and Allied Workers Union Local No. 3, Emp lands in the large band (1,266 participants).
Published 5500 schedule card
Filing strip 367270398 · Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp PY 2022 · 401(k)
Liquor and Allied Workers Union Local No. 3, Emp · $246M · 1,266 · 96th
- RANK $246M
- RANK 1,266
- RANK 96th
- RANK 401(k)
- RANK near Indiana Farm Bureau Companies Employees' 401(k) Savings Plan
- RANK ind #6661
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 →
Liquor and Allied Workers Union Local No. 3, Emp in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $246M |
| Net Income | -$32M |
| Employer EIN | 367270398 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp)
Sponsor-wide plan assets over time
All Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plans reported in each filing year
- Latest sponsor-wide plan assets
- $332M 34.78071445859971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,266 | $246M |
| 2023 | 1 | 1,305 | $292M |
| 2024 | 1 | 1,515 | $332M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Liquor and Allied Workers Union Local No. 3, Emp's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Indiana Farm Bureau Companies Employees' 401(k) Savings Plan in IN ($246M); by covered participants it is Trend Consultants LLC Employees Savings Trust in MS (1,266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- Indiana Farm Bureau Companies Employees' 401(k) Savings Plan (IN) $246M · 1,339
- Vestas America Holding, Inc. 401(k) Plan (OR) $246M · 3,268
- Summit Medical Group, PLLC 401(k) Profit Sharing Plan (TN) $246M · 1,335
- Sgs North America, Inc. 401(k) Plan (TX) $246M · 3,162
Similar participant headcount
Nearest other-state filings by covered participants (1,266 participants); asset peers above are excluded.
- Trend Consultants LLC Employees Savings Trust (MS) 1,266 · 0 off
- Exlservice 401(k) Plan (NJ) 1,266 · 0 off
- Sts 401(k) Retirement Plan and Trust (FL) 1,266 · 0 off
- San Antonio Shoe, Inc. 401(k) Savings Plan (TX) 1,265 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.