Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$8M
Total assets: 674
Participants: 55th
Percentile by assets: $12,565
Avg per participant

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.

55th percentile by assets (of 127,072 plans)
#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.

$8M
total plan assets (2023 EOY): 674
covered participants: 55th
percentile by assets (of 127,072 plans): $12,565
avg assets per participant

Where Beer Industry - Local Union No. 703 Individual Account Plan sits by total assets

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 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 →

State

Illinois

Industry

Wholesale Trade

Beer Industry - Local Union No. 703 Trustees across 3 plan years on file

Across the 3 plan years Beer Industry - Local Union No. 703 Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $120M to $133M, a gain of 11.4%, while reported participants moved from 1,339 to 1,386 (+3.5%). Peak year by sponsor assets: 2024 ($133M); trough: 2022 ($120M).

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

Total plan assets by year, all Beer Industry - Local Union No. 703 Trustees plans on file

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 Indi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Beer Industry - Local Union No. 703 Individual Account Plan by total assets, not by location.

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

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).

Next read for Beer Industry - Local Union No. 703 Indi…

Multi-year trail

Ways to act on Beer Industry - Local Union No. 703 Individual Account Plan's numbers.

By total assets, Beer Industry - Local Union No. 703 Individual Account Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
Beer Industry - Local Union No. 703 Trustees's sponsor-wide assets have grown 11.4% 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 366522619.