Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Lumber Employees 786 Retirement Fund Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
122
Participants Small participant base
86th
Percentile by assets National rank
$337,997
Avg per participant High balance/head
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Official DOL plan name: Lumber Employees Local 786 Retirement Fund · Sponsored by Trustees of Lumber Employees 786 Retirement Fund · Illinois · Manufacturing

$41M in assets, 122 participants

Trustees of Lumber Employees 786 Retirement Fund's Lumber Employees Local 786 Retirement Fund reported $41M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,489 in Manufacturing (20,602 peers)

Coverage in Illinois

Lumber Employees Local 786 Retirement Fund covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#16,489
in Manufacturing (20,602 peers)
+2.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lumber Employees Local 786 Retirement Fund's outsized position by total assets

Lumber Employees Local 786 Retirement Fund vs every filed plan by assets

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

$41,235,625 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lumber Employees Local 786 Retirement 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. Lumber Employees Local 786 Retirement Fund sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 516067407 · Trustees of Lumber Employees 786 Retirement Fund PY 2022 · Defined Benefit (Pension)

Lumber Employees Local 786 Retirement Fund · $41M · 122 · 86th

  • EOY $41M
  • EOY 122
  • EOY 86th
  • EOY Defined Benefit (Pension)
  • EOY near The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan
  • EOY ind #16489

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 →

Lumber Employees Local 786 Retirement Fund in the asset neighbourhood

Ohio Cat Employees' Retirement PlanOhio Cat Employees' Retireme…$41MLumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$41MThe Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement PlanThe Pennsylvania Lumbermens …$41MRestated Salaried Retirement PlanRestated Salaried Retirement…$41MOregon District Foundry Pension PlanOregon District Foundry Pens…$41M
End-of-year total assets ($M) among Lumber Employees Local 786 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$1M
Employer EIN516067407
Plan Effective Date1964-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Lumber Employees 786 Retirement Fund)

Sponsor-wide plan assets over time

All Trustees of Lumber Employees 786 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 14.422051320914864% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $41.2M $47.2M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 122 $41M
2023 1 145 $45M
2024 1 138 $47M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Lumber Employees Local 786 Retirement Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Lumber Employees Local 786 Retirement Fund, Total assets ($B): 0.041235625 · Participants: 122Lumber Employees Local 786 Retirement FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Lumber Employees Local 786 Retirement Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Lumber Employees Local 786 Retirement Fund side-by-side with 3 peers →

Lumber Employees Local 786 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in PA ($41M); by covered participants it is South Texas Radiology Group P.a. Cash Balance Pension Plan in TX (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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.

Frequently Asked Questions

How did Lumber Employees Local 786 Retirement Fund assets move in 2022? ▼
Lumber Employees Local 786 Retirement Fund edged up modestly - up 2.8% during 2022, from $40M to $41M. Reported net income was $1M.
How have Trustees of Lumber Employees 786 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Lumber Employees 786 Retirement Fund's sponsor-wide assets grew 14.4%, from $41M to $47M.
Where does Lumber Employees Local 786 Retirement Fund rank by assets among Form 5500 filers? ▼
Lumber Employees Local 786 Retirement Fund ranks in the 86th 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).
Which Defined Benefit (Pension) plans are similar in size to Lumber Employees Local 786 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in PA ($41M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumber Employees Local 786 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is South Texas Radiology Group P.a. Cash Balance Pension Plan in TX (122 participants, $8M in assets).

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 516067407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.