Defined Benefit (Pension) · DOL Form 5500 · 2023
Liquor and Allied Workers Union Local No. 3 Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for the Employees of Local 3 Union · Sponsored by Liquor and Allied Workers Union Local No. 3 · Illinois · Wholesale Trade
$6M in assets, 4 participants
Liquor and Allied Workers Union Local No. 3's Pension Plan for the Employees of Local 3 Union reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #2,356 in Wholesale Trade (6,309 peers)
Liquor and Allied Workers Union Local No. 3 multi-year trail
Liquor and Allied Workers Union Local No. 3's plans moved +16.0% in assets from 2022 to 2024; this filing shows Pension Plan for the Employees of Local 3 Union at $6M / 4 participants.
- #2,356
- in Wholesale Trade (6,309 peers)
- +10.3%
- assets growth YoY
Pension Plan for the Employees of Local 3 Union's mid-pack asset rank among Wholesale Trade and all filers
Pension Plan for the Employees of Local 3 Union vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,972,091 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan for the Employees of Local 3 Union among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for the Employees of Local 3 Union is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for the Employees of Local 3 Union reported net income rose from -$731K in the plan year 2022 filing to $560K in the plan year 2023 filing.
- Pension Plan for the Employees of Local 3 Union reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Pension Plan for the Employees of Local 3 Union end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364044987 · Liquor and Allied Workers Union Local No. 3 PY 2023 · Defined Benefit (Pension)
Pension Plan for the Employees of Local 3 Union · $6M · 4 · 48th
- IND $6M
- IND 4
- IND 48th
- IND Defined Benefit (Pension)
- IND near Motor Products Corporation UAW Local 743 Pension Plan
- IND ind #2356
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 →
Pension Plan for the Employees of Local 3 Union in the asset neighbourhood
Liquor and Allied Workers Union Local No. 3 multi-year asset trail
Sponsor-wide plan assets over time
All Liquor and Allied Workers Union Local No. 3 plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.005392090701744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $5M |
| 2023 | 1 | 4 | $6M |
| 2024 | 1 | 4 | $6M |
Liquor and Allied Workers Union Local No. 3 filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $560K |
| Employer EIN | 364044987 |
| Plan Effective Date | 1967-01-01 |
| 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 $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Pension Plan for the Employees of Local 3 Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Motor Products Corporation UAW Local 743 Pension Plan in MI ($6M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.