Profit Sharing · DOL Form 5500 · 2023

Beer Industry - Local Union No. 703 Trustees Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 674
Participants Below avg headcount: 55th
Percentile by assets National rank: $12,565
Avg per participant Low balance/head

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Official DOL plan name: Beer Industry - Local Union No. 703 Individual Account Plan · Sponsored by Beer Industry - Local Union No. 703 Trustees · Illinois · Wholesale Trade

$8M in assets, 674 participants

Beer Industry - Local Union No. 703 Trustees's Beer Industry - Local Union No. 703 Individual Account Plan reported $8M in total assets and 674 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#2,885 in Wholesale Trade (6,309 peers)

Beer Industry - Local Union No. 703 Trustees multi-year trail

Beer Industry - Local Union No. 703 Trustees's plans moved +11.4% in assets from 2022 to 2024; this filing shows Beer Industry - Local Union No. 703 Individual Account Plan at $8M / 674 participants.

#2,885
in Wholesale Trade (6,309 peers): +5.7%
assets growth YoY

Beer Industry - Local Union No. 703 Individual Account Plan's mid-pack asset rank among Wholesale Trade and all filers

Beer Industry - Local Union No. 703 Individual Account Plan vs every filed plan by assets

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

$8,468,698 Top 45% higher than 55% 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

Beer Industry - Local Union No. 703 Individual Account Plan 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. Beer Industry - Local Union No. 703 Individual Account Plan sits mid-pack in the medium band (674 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Beer Industry - Local Union No. 703 Individual Account Plan reported net income rose from -$2M in the plan year 2022 filing to $477K in the plan year 2023 filing.
Beer Industry - Local Union No. 703 Individual Account Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Beer Industry - Local Union No. 703 Individual Account Plan reported participants rose from 664 in the plan year 2022 filing to 674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366522619 · Beer Industry - Local Union No. 703 Trustees PY 2023 · Profit Sharing

Beer Industry - Local Union No. 703 Individual Account Plan · $8M · 674 · 55th

RANK $8M
PHOTO 674
IND 55th
EOY Profit Sharing
5500 near Mark Twain Behavioral Health Employees Tax Deferred
ASSETS ind #2885

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 →

End-of-year total assets ($M) among Beer Industry - Local Union No. 703 Individual Account Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Beer Industry - Local Union No. 703 Trustees multi-year asset trail

Latest sponsor-wide plan assets: $133M 11.448851778017726% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,339	$120M
2023	2	1,299	$127M
2024	2	1,386	$133M

Beer Industry - Local Union No. 703 Trustees filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$477K
Employer EIN	366522619
Plan Effective Date	1986-05-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beer Industry - Local Union No. 703 Individual Account Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604

Compare Beer Industry - Local Union No. 703 Individual Account Plan side-by-side with 3 peers →

Beer Industry - Local Union No. 703 Individual Account Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Mark Twain Behavioral Health Employees Tax Deferred in MO ($8M); by covered participants it is Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan in PR (673 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Mark Twain Behavioral Health Employees Tax Deferred (MO) $8M · 219
Cara Mia Solutions, Inc. Profit Sharing Plan (SC) $8M · 8
Ruland Family Dentistry PA Psp (MD) $8M · 10
Midland Emerg. Room Employee Profit Sharing Plan (MI) $8M · 27

Similar participant headcount

Nearest other-state filings by covered participants (674 participants); asset peers above are excluded.

Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan (PR) 673 · 1 off
Proskauer Rose LLP Profit Sharing Plan (NY) 675 · 1 off
Northern California Tile Industry Defined Contribution Plan (CA) 672 · 2 off
Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund (OH) 677 · 3 off

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 Beer Industry - Local Union No. 703 Individual Account Plan assets move in 2023? ▼

Beer Industry - Local Union No. 703 Individual Account Plan grew at a solid clip - up 5.7% during 2023, from $8M to $8M. Reported net income was $477K.

How have Beer Industry - Local Union No. 703 Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beer Industry - Local Union No. 703 Trustees's sponsor-wide assets grew 11.4%, from $120M to $133M.

Which Profit Sharing plans are similar in size to Beer Industry - Local Union No. 703 Individual Account Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Mark Twain Behavioral Health Employees Tax Deferred in MO ($8M, 219 participants).

Which Profit Sharing plans cover a similar participant headcount to Beer Industry - Local Union No. 703 Individual Account Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Metro Santurce Inc Dba Hospital Pavia Santurce Retirement Plan in PR (673 participants, $6M 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 366522619.