Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio Pension Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 941
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $140,310
- Avg per participant Near avg balance/head
Official DOL plan name: Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · Sponsored by Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio · Illinois · Wholesale Trade
$132M in assets, 941 participants
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio's Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported $132M in total assets and 941 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #6,534 in Wholesale Trade (6,843 peers)
Where Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits by assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits in the top 10% of all filed plans by assets, $132M for 941 participants (~$140,310/participant), down 0.3% in 2022.
- #6,534
- in Wholesale Trade (6,843 peers)
- -0.3%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $454K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division's outsized position by total assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$132,031,478 Top 6% higher than 94% 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 Local No. 3 Pension Fund Salesmen Division 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 Local No. 3 Pension Fund Salesmen Division sits mid-pack in the medium band (941 participants).
Form 5500 schedule snapshot
Filing strip 366527340 · Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio PY 2022 · Defined Benefit (Pension)
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · $132M · 941 · 94th
- VS-ST $132M
- BOY 941
- SCH 94th
- EBSA Defined Benefit (Pension)
- PART near Sisecam US Pension Plan
- TYPE ind #6534
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 Local No. 3 Pension Fund Salesmen Division in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$454K |
| Employer EIN | 366527340 |
| Plan Effective Date | 1958-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio)
Sponsor-wide plan assets over time
All Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 23.07796175696829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 941 | $132M |
| 2023 | 1 | 1,081 | $152M |
| 2024 | 1 | 1,151 | $163M |
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
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Sisecam US Pension Plan in GA ($132M); by covered participants it is Oakwood Healthcare, Inc. Union Cash Balance Plan in MI (941 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
Similar participant headcount
Nearest other-state filings by covered participants (941 participants); asset peers above are excluded.
- Oakwood Healthcare, Inc. Union Cash Balance Plan (MI) 941 · 0 off
- Pension Plan of the Segal Company (NY) 941 · 0 off
- Presbyterian Healthcare Services Employees' Pension Plan II (NM) 940 · 1 off
- The Bank of Tokyo-Mitsubishi Ufj, Ltd. (NY) 940 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.