Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd Trustees Pn Tr Estate Local 473 Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 73rd
- Percentile by assets National rank
Official DOL plan name: The Pension Trust Estate for Shopmen's Local Union No. 473 · Sponsored by Bd Trustees Pn Tr Estate Local 473 · Illinois · Manufacturing
$15M in assets, N/A participants
Bd Trustees Pn Tr Estate Local 473's The Pension Trust Estate for Shopmen's Local Union No. 473 reported $15M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,766 in Manufacturing (20,602 peers)
Bd Trustees Pn Tr Estate Local 473 multi-year trail
Bd Trustees Pn Tr Estate Local 473's plans moved -56.3% in assets from 2022 to 2024; this filing shows The Pension Trust Estate for Shopmen's Local Union No. 473 at $15M / N/A participants.
- #12,766
- in Manufacturing (20,602 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pension Trust Estate for Shopmen's Local Union No. 473's outsized position by total assets
The Pension Trust Estate for Shopmen's Local Union No. 473 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,021,902 Top 27% higher than 73% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 362427068 · Bd Trustees Pn Tr Estate Local 473 PY 2022 · Defined Benefit (Pension)
The Pension Trust Estate for Shopmen's Local Union No. 473 · $15M · N/A · 73rd
- IND $15M
- IND N/A
- IND 73rd
- IND Defined Benefit (Pension)
- IND near Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement
- IND ind #12766
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 Manufacturing retirement plans → · Plans in Illinois →
The Pension Trust Estate for Shopmen's Local Union No. 473 in the asset neighbourhood
Bd Trustees Pn Tr Estate Local 473 multi-year asset trail
Sponsor-wide plan assets over time
All Bd Trustees Pn Tr Estate Local 473 plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 56.3469060043129% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $15M |
| 2023 | 1 | N/A | $11M |
| 2024 | 1 | N/A | $7M |
Bd Trustees Pn Tr Estate Local 473 filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 362427068 |
| Plan Effective Date | 1959-05-31 |
| Filing Status | FILING RECEIVED |
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
The Pension Trust Estate for Shopmen's Local Union No. 473's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement in VA at $15M (this filing: $15M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement (VA) $15M · 24
- Visiting Nurse Association in Middlesex County Pension Plan (NJ) $15M · 30
- Doctors Community Hospital Cash Balance Pension Plan (MD) $15M · 338
- Sbera Pension Plan as Adopted by Fall River Five Cents Savings Bank (MA) $15M · 178
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.