Profit Sharing · DOL Form 5500 · 2022
Beer Industry - Local Union No. 703 Trustees Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 664
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $12,070
- Avg per participant Low balance/head
Official DOL plan name: Beer Industry - Local Union No. 703 Individual Account Plan · Sponsored by Beer Industry - Local Union No. 703 Trustees · Illinois · Wholesale Trade
$8M in assets, 664 participants
Beer Industry - Local Union No. 703 Trustees's Beer Industry - Local Union No. 703 Individual Account Plan reported $8M in total assets and 664 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,507 in Wholesale Trade (6,843 peers)
Beer Industry - Local Union No. 703 Trustees multi-year trail
Beer Industry - Local Union No. 703 Trustees's plans moved +11.4% in assets from 2022 to 2024; this filing shows Beer Industry - Local Union No. 703 Individual Account Plan at $8M / 664 participants.
- #3,507
- in Wholesale Trade (6,843 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $2M 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 Individual Account Plan's mid-pack asset rank among Wholesale Trade and all filers
Beer Industry - Local Union No. 703 Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,014,746 Top 40% higher than 60% 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 Individual Account Plan 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 Individual Account Plan sits mid-pack in the medium band (664 participants).
DOL schedule card
Filing strip 366522619 · Beer Industry - Local Union No. 703 Trustees PY 2022 · Profit Sharing
Beer Industry - Local Union No. 703 Individual Account Plan · $8M · 664 · 60th
- BOOK $8M
- BOOK 664
- BOOK 60th
- BOOK Profit Sharing
- BOOK near Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan
- BOOK ind #3507
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 Individual Account Plan in the asset neighbourhood
Beer Industry - Local Union No. 703 Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Beer Industry - Local Union No. 703 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 |
Beer Industry - Local Union No. 703 Trustees filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 366522619 |
| Plan Effective Date | 1986-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Beer Industry - Local Union No. 703 Individual Account Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan in CA ($8M); by covered participants it is Mercedes-Benz Financial Services USA LLC Retirement Plan in MI (663 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (664 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.