Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund Pension Plan

Q: How did Liquor and Allied Workers Union Local No. 3 Pension Fund assets move in 2022?

Liquor and Allied Workers Union Local No. 3 Pension Fund edged up modestly - up 2.4% during 2022, from $25M to $26M. Reported net income was $669K.

Q: How have Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plan assets changed over time?

Across 3 plan years on file (2022-2024), Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's sponsor-wide assets grew 28.0%, from $26M to $33M.

Q: Where does Liquor and Allied Workers Union Local No. 3 Pension Fund rank by assets among Form 5500 filers?

Liquor and Allied Workers Union Local No. 3 Pension Fund ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Q: Which Defined Benefit (Pension) plans are similar in size to Liquor and Allied Workers Union Local No. 3 Pension Fund?

Among Defined Benefit (Pension) plans in other states, the closest by assets is New Development Holdings, LLC Union Retirement Plan in TX ($26M, 45 participants).

Q: Which Defined Benefit (Pension) plans cover a similar participant headcount to Liquor and Allied Workers Union Local No. 3 Pension Fund?

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan in NE (274 participants, $80M in assets).

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 274
Participants Below avg headcount: 81st
Percentile by assets National rank: $93,933
Avg per participant Below avg balance/head

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Official DOL plan name: Liquor and Allied Workers Union Local No. 3 Pension Fund · Sponsored by Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund · Illinois · Wholesale Trade

$26M in assets, 274 participants

Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's Liquor and Allied Workers Union Local No. 3 Pension Fund reported $26M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

#5,472 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Liquor and Allied Workers Union Local No. 3 Pension Fund covers 274 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#5,472
in Wholesale Trade (6,843 peers): +2.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Liquor and Allied Workers Union Local No. 3 Pension Fund's outsized position by total assets

Liquor and Allied Workers Union Local No. 3 Pension Fund vs every filed plan by assets

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

$25,737,532 Top 19% higher than 81% 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 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. Liquor and Allied Workers Union Local No. 3 Pension Fund sits mid-pack in the medium band (274 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 516035372 · Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund PY 2022 · Defined Benefit (Pension)

Liquor and Allied Workers Union Local No. 3 Pension Fund · $26M · 274 · 81st

PCT $26M
EIN 274
RANK 81st
PHOTO Defined Benefit (Pension)
IND near New Development Holdings, LLC Union Retirement Plan
EOY ind #5472

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 →

End-of-year total assets ($M) among Liquor and Allied Workers Union Local No. 3 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$26M
Net Income	$669K
Employer EIN	516035372
Plan Effective Date	1964-10-10
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund)

Latest sponsor-wide plan assets: $33M 28.041593110015366% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	274	$26M
2023	1	283	$29M
2024	1	299	$33M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Liquor and Allied Workers Union Local No. 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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

Compare Liquor and Allied Workers Union Local No. 3 Pension Fund side-by-side with 3 peers →

Liquor and Allied Workers Union Local No. 3 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is New Development Holdings, LLC Union Retirement Plan in TX ($26M); by covered participants it is Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan in NE (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

New Development Holdings, LLC Union Retirement Plan (TX) $26M · 45
Sunmark Credit Union Cash Balance Retirement Pension Plan (NY) $26M · 207
Hebrew Home for the Aged at Riverdale Retirement Income Plan (NY) $26M · 57
Unholtz-Dickie Corporation Retirement Plan (CT) $26M · 43

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan (NE) 274 · 0 off
Oneok, Inc. Retirement Plan (OK) 274 · 0 off
Woodward Hrt Pension Plan (CO) 274 · 0 off
American Petroleum Institute Retirement Income Plan (DC) 274 · 0 off

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 Liquor and Allied Workers Union Local No. 3 Pension Fund assets move in 2022? ▼

Liquor and Allied Workers Union Local No. 3 Pension Fund edged up modestly - up 2.4% during 2022, from $25M to $26M. Reported net income was $669K.

How have Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's sponsor-wide assets grew 28.0%, from $26M to $33M.

Where does Liquor and Allied Workers Union Local No. 3 Pension Fund rank by assets among Form 5500 filers? ▼