401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$292M
Total assets Near avg plan size
1,305
Participants Near avg headcount
96th
Percentile by assets National rank
$223,952
Avg per participant Above avg balance/head
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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.

  • #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.

#6,132
in Wholesale Trade (6,309 peers)
+18.7%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Liquor and Allied Workers Union Local No. 3, Emp's outsized position 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

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

Liquor and Allied Workers Union Local No. 3, Emp's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liquor and Allied Workers Union Local No. 3, Emp lands in the large band (1,305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 367270398 · Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp PY 2023 · 401(k)

Liquor and Allied Workers Union Local No. 3, Emp · $292M · 1,305 · 96th

  • IND $292M
  • IND 1,305
  • IND 96th
  • IND 401(k)
  • IND near Ingevity Corporation
  • IND ind #6132

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 →

Liquor and Allied Workers Union Local No. 3, Emp in the asset neighbourhood

Hyundai Motor America Profit Sharing Retirement PlanHyundai Motor America Profit…$293MBrightspeed 401(k) Savings PlanBrightspeed 401(k) Savings P…$292MWyndham Hotel Group Employee Savings PlanWyndham Hotel Group Employee…$292MLiquor and Allied Workers Union Local No. 3, EmpLiquor and Allied Workers Un…$292MIngevity Corporation$292M
End-of-year total assets ($M) among Liquor and Allied Workers Union Local No. 3, Emp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$292M
Net Income$46M
Employer EIN367270398
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plans reported in each filing year

Latest sponsor-wide plan assets
$332M 34.78071445859971% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $246M $332M ▲ +34.8%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Liquor and Allied Workers Union Local No. 3, Emp, Total assets ($B): 0.292257175 · Participants: 1305Liquor and Allied Workers Union Local No. 3, EmpAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Liquor and Allied Workers Union Local No. 3, Emp vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Liquor and Allied Workers Union Local No. 3, Emp side-by-side with 3 peers →

Liquor and Allied Workers Union Local No. 3, Emp's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ingevity Corporation in SC ($292M); by covered participants it is New Jersey Resources Corporation Employees' Retirement Savings Plan in NJ (1,305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($292M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,305 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 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).
Which 401(k) plans cover a similar participant headcount to Liquor and Allied Workers Union Local No. 3, Emp? ▼
Among 401(k) plans in other states, the closest by covered participants is New Jersey Resources Corporation Employees' Retirement Savings Plan in NJ (1,305 participants, $331M 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 367270398.

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.