Defined Benefit (Pension) · DOL Form 5500 · 2022
Beer Industry - Local Union No. 703 Pension Fund Trustees Pension Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 675
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $165,497
- Avg per participant Above avg balance/head
Official DOL plan name: Beer Industry - Local Union No. 703 Pension Fund · Sponsored by Beer Industry - Local Union No. 703 Pension Fund Trustees · Illinois · Wholesale Trade
$112M in assets, 675 participants
Beer Industry - Local Union No. 703 Pension Fund Trustees's Beer Industry - Local Union No. 703 Pension Fund reported $112M in total assets and 675 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.
- #6,475 in Wholesale Trade (6,843 peers)
Where Beer Industry - Local Union No. 703 Pension Fund sits by assets
Beer Industry - Local Union No. 703 Pension Fund sits in the top 10% of all filed plans by assets, $112M for 675 participants (~$165,497/participant), down 14.1% in 2022.
- #6,475
- in Wholesale Trade (6,843 peers)
- -14.1%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beer Industry - Local Union No. 703 Pension Fund's outsized position by total assets
Beer Industry - Local Union No. 703 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$111,710,579 Top 7% higher than 93% 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
Beer Industry - Local Union No. 703 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. Beer Industry - Local Union No. 703 Pension Fund sits mid-pack in the medium band (675 participants).
DOL schedule card
Filing strip 366522619 · Beer Industry - Local Union No. 703 Pension Fund Trustees PY 2022 · Defined Benefit (Pension)
Beer Industry - Local Union No. 703 Pension Fund · $112M · 675 · 93rd
- IND $112M
- IND 675
- IND 93rd
- IND Defined Benefit (Pension)
- IND near A&b Enhanced Partner Cash Balance Pension Plan
- IND ind #6475
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 →
Beer Industry - Local Union No. 703 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | -$18M |
| Employer EIN | 366522619 |
| Plan Effective Date | 1959-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beer Industry - Local Union No. 703 Pension Fund Trustees)
Sponsor-wide plan assets over time
All Beer Industry - Local Union No. 703 Pension Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 11.448851778017726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,339 | $120M |
| 2023 | 2 | 1,299 | $127M |
| 2024 | 2 | 1,386 | $133M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Beer Industry - Local Union No. 703 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is A&b Enhanced Partner Cash Balance Pension Plan in GA ($112M); by covered participants it is Mainegeneral Health Pension Plan in ME (675 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- A&b Enhanced Partner Cash Balance Pension Plan (GA) $112M · 343
- Rudin Management Co.Inc. Employees' Pension Trust (NY) $112M · 146
- Bridgestone Americas, Inc. Hourly Employees Retirement Plan (TN) $112M · 986
- Bunzl USA, LLC Retirement Plan (MO) $112M · 219
Similar participant headcount
Nearest other-state filings by covered participants (675 participants); asset peers above are excluded.
- Mainegeneral Health Pension Plan (ME) 675 · 0 off
- The Goodyear Tire & Rubber Company Retail Pension Plan (OH) 676 · 1 off
- American Chemical Society Retirement Plan (DC) 676 · 1 off
- Sandvik Pension Plan (NC) 673 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.