Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO

This Defined Benefit (Pension) plan holds $132M in total assets and serves 941 participants as of 2022. It is sponsored by TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO in Illinois. The plan reported a net loss of $454K for the year.

Total Assets (2023)
$132M
Participants
941
State
Industry
Wholesale Trade

What the Filing Says About LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION

LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION is a Defined Benefit (Pension) retirement plan sponsored by TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 941 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 366527340, and the plan has been effective since 1958-04-04. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $132M at the beginning of 2022 to $132M at year-end — a decline of 0.3%. Net assets (after liabilities) closed the year at $132M, with reported net income of $-453,590 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$132M
Total Assets (End of Year)$132M
Net Assets (End of Year)$132M
Net Income$-453,590
Plan TypeDefined Benefit (Pension)
Employer EIN366527340
Plan Effective Date1958-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO)

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.

Frequently Asked Questions

How much money is in the LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION?
As of the 2022 Form 5500 filing, LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION holds $132M in total assets with 941 participants. It is sponsored by TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO.
What type of plan is LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION?
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION is a Defined Benefit (Pension) plan. It has been effective since 1958-04-04. The plan is filed with the U.S. Department of Labor under EIN 366527340.
Who sponsors the LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION?
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION is sponsored by TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO, located in Illinois. The sponsor's EIN is 366527340 and the plan operates in the Wholesale Trade industry.
How did LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION perform in 2022?
LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION declined by 0.3% during 2022, moving from $132M to $132M in total assets. Net income was $-453,590.
Where can I find official filings for LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION?
Official Form 5500 filings for LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366527340 or plan name at efast.dol.gov.
How does LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION compare to other plans?
You can compare LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 366527340.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.