401(k) · DOL Form 5500 · 2023

Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp 401(k) Plan

Data updated 2026-08-11

$292M
Total assets: 1,305
Participants: 96th
Percentile by assets: $223,952
Avg per participant

Official DOL plan name: Liquor and Allied Workers Union Local No. 3, Emp · Sponsored by Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp · Illinois · Wholesale Trade

$292M in assets, 1,305 participants

Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's Liquor and Allied Workers Union Local No. 3, Emp reported $292M in total assets and 1,305 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#6,132 in Wholesale Trade (6,309 peers)

Where Liquor and Allied Workers Union Local No. 3, Emp sits by assets

Liquor and Allied Workers Union Local No. 3, Emp sits in the top 5% of all filed plans by assets, $292M for 1,305 participants (~$223,952/participant), up 18.7% in 2023.

$292M
total plan assets (2023 EOY): 1,305
covered participants: 96th
percentile by assets (of 127,072 plans): $223,952
avg assets per participant

Where Liquor and Allied Workers Union Local No. 3, Emp sits by total assets

Liquor and Allied Workers Union Local No. 3, Emp vs every filed plan by assets

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

$292,257,175 Top 4% higher than 96% 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

Liquor and Allied Workers Union Local No. 3, Emp reported net income rose from -$32M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Liquor and Allied Workers Union Local No. 3, Emp end-of-year assets rose from $246M in the plan year 2022 filing to $292M in the plan year 2023 filing.
Liquor and Allied Workers Union Local No. 3, Emp reported participants rose from 1,266 in the plan year 2022 filing to 1,305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Wholesale Trade

Liquor and Allied Workers Union Local No. 3, Emp vs the 2023 asset distribution

By assets, Liquor and Allied Workers Union Local No. 3, Emp outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$246M
Net Assets (End of Year)	$292M
Net Income	$46M
Employer EIN	367270398
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp)

Total plan assets by year, all Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plans on file

Year	Plans	Participants	Total Assets
2022	1	1,266	$246M
2023	1	1,305	$292M
2024	1	1,515	$332M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liquor and Allied Workers Union Local No. 3, Emp vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Liquor and Allied Workers Union Local No… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liquor and Allied Workers Union Local No. 3, Emp by total assets, not by location.

Ingevity Corporation (SC) $292M · 1,614
Wyndham Hotel Group Employee Savings Plan (NJ) $292M · 1,082
Brightspeed 401(k) Savings Plan (NC) $292M · 3,839
Hyundai Motor America Profit Sharing Retirement Plan (CA) $293M · 975

Frequently Asked Questions

How did Liquor and Allied Workers Union Local No. 3, Emp assets move in 2023? ▼

Liquor and Allied Workers Union Local No. 3, Emp grew sharply - up 18.7% during 2023, from $246M to $292M. Reported net income was $46M.

How have Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's sponsor-wide assets grew 34.8%, from $246M to $332M.

Where does Liquor and Allied Workers Union Local No. 3, Emp rank by assets among Form 5500 filers? ▼

Liquor and Allied Workers Union Local No. 3, Emp ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Liquor and Allied Workers Union Local No. 3, Emp? ▼

Among 401(k) plans in other states, the closest by assets is Ingevity Corporation in SC ($292M, 1,614 participants).

Next read for Liquor and Allied Workers Union Local No…

Scale reading

Ways to act on Liquor and Allied Workers Union Local No. 3, Emp's numbers.

By total assets, Liquor and Allied Workers Union Local No. 3, Emp ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 367270398.