Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Local 734 Pension Fund Pension Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
858
Participants Near avg headcount
91st
Percentile by assets National rank
$114,392
Avg per participant Below avg balance/head
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Official DOL plan name: Local 734 Pension Fund · Sponsored by Trustees of the Local 734 Pension Fund · Illinois · Wholesale Trade

$98M in assets, 858 participants

Trustees of the Local 734 Pension Fund's Local 734 Pension Fund reported $98M in total assets and 858 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,848 in Wholesale Trade (6,309 peers)

Where Local 734 Pension Fund sits by assets

Local 734 Pension Fund sits in the top 10% of all filed plans by assets, $98M for 858 participants (~$114,392/participant), up 2.1% in 2023.

#5,848
in Wholesale Trade (6,309 peers)
+2.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Local 734 Pension Fund's outsized position by total assets

Local 734 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$98,147,996 Top 9% higher than 91% of 127,068 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 2023

Local 734 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 734 Pension Fund sits mid-pack in the medium band (858 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 734 Pension Fund reported net income rose from -$13M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Local 734 Pension Fund reported participants rose from 803 in the plan year 2022 filing to 858 in the plan year 2023 filing.
  • Local 734 Pension Fund end-of-year assets rose from $96M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 516040136 · Trustees of the Local 734 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 734 Pension Fund · $98M · 858 · 91st

  • BOOK $98M
  • BOOK 858
  • BOOK 91st
  • BOOK Defined Benefit (Pension)
  • BOOK near Autoalliance International, Inc. Retirement Plan for Employees Represented by the UAW
  • BOOK ind #5848

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 →

Local 734 Pension Fund in the asset neighbourhood

Central Vermont Medical Center Employees Pension PlanCentral Vermont Medical Cent…$98MJarvis Pension Plan$98MAutoalliance International, Inc. Retirement Plan for Employees Represented by the UAWAutoalliance International, …$98MLocal 734 Pension Fund$98MRetirement Plan for Koppers Inc.Retirement Plan for Koppers …$98M
End-of-year total assets ($M) among Local 734 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$98M
Net Income$2M
Employer EIN516040136
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 734 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 734 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$96M 0.6433666475878416% vs 2022
2024 filing year
$95M$96M$97M$98M$99M 202220232024 $96.2M $95.5M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 803 $96M
2023 1 858 $98M
2024 1 861 $96M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Local 734 Pension Fund, Total assets ($B): 0.098147996 · Participants: 858Local 734 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local 734 Pension Fund side-by-side with 3 peers →

Local 734 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Autoalliance International, Inc. Retirement Plan for Employees Represented by the UAW in MI ($98M); by covered participants it is Intl Brotherhood of Elec Work. Loc 58 Sound & Communications in MI (858 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (858 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 734 Pension Fund assets move in 2023? ▼
Local 734 Pension Fund edged up modestly - up 2.1% during 2023, from $96M to $98M. Reported net income was $2M.
How have Trustees of the Local 734 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 734 Pension Fund's sponsor-wide assets declined 0.6%, from $96M to $96M.
Where does Local 734 Pension Fund rank by assets among Form 5500 filers? ▼
Local 734 Pension Fund ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Autoalliance International, Inc. Retirement Plan for Employees Represented by the UAW in MI ($98M, 804 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Intl Brotherhood of Elec Work. Loc 58 Sound & Communications in MI (858 participants, $70M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516040136.

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.