Defined Benefit (Pension) · DOL Form 5500 · 2023

Beer Industry - Local Union No. 703 Pension Fund Trustees Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
625
Participants Below avg headcount
92nd
Percentile by assets National rank
$189,507
Avg per participant Above avg balance/head
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Official DOL plan name: Beer Industry - Local Union No. 703 Pension Fund · Sponsored by Beer Industry - Local Union No. 703 Pension Fund Trustees · Illinois · Wholesale Trade

$118M in assets, 625 participants

Beer Industry - Local Union No. 703 Pension Fund Trustees's Beer Industry - Local Union No. 703 Pension Fund reported $118M in total assets and 625 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,919 in Wholesale Trade (6,309 peers)

Where Beer Industry - Local Union No. 703 Pension Fund sits by assets

Beer Industry - Local Union No. 703 Pension Fund sits in the top 10% of all filed plans by assets, $118M for 625 participants (~$189,507/participant), up 6.0% in 2023.

#5,919
in Wholesale Trade (6,309 peers)
+6.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Beer Industry - Local Union No. 703 Pension Fund's outsized position by total assets

Beer Industry - Local Union No. 703 Pension Fund vs every filed plan by assets

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

$118,441,879 Top 8% higher than 92% 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

Beer Industry - Local Union No. 703 Pension Fund 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 Pension Fund sits mid-pack in the medium band (625 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beer Industry - Local Union No. 703 Pension Fund reported net income rose from -$18M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Beer Industry - Local Union No. 703 Pension Fund reported participants fell from 675 in the plan year 2022 filing to 625 in the plan year 2023 filing.
  • Beer Industry - Local Union No. 703 Pension Fund end-of-year assets rose from $112M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 366522619 · Beer Industry - Local Union No. 703 Pension Fund Trustees PY 2023 · Defined Benefit (Pension)

Beer Industry - Local Union No. 703 Pension Fund · $118M · 625 · 92nd

  • PCT $118M
  • PCT 625
  • PCT 92nd
  • PCT Defined Benefit (Pension)
  • PCT near Huntington Memorial Hospital Retirement Plan
  • PCT ind #5919

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 →

Beer Industry - Local Union No. 703 Pension Fund in the asset neighbourhood

Beer Industry - Local Union No. 703 Pension FundBeer Industry - Local Union …$118MHuntington Memorial Hospital Retirement PlanHuntington Memorial Hospital…$118MChurch Mutual Insurance Company Cash Balance PlanChurch Mutual Insurance Comp…$118MIBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust FundIBEW Local #952 Ventura Divi…$118MConvergys Corporation Pension PlanConvergys Corporation Pensio…$118M
End-of-year total assets ($M) among Beer Industry - Local Union No. 703 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$118M
Net Income$7M
Employer EIN366522619
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beer Industry - Local Union No. 703 Pension Fund Trustees)

Sponsor-wide plan assets over time

All Beer Industry - Local Union No. 703 Pension Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$133M 11.448851778017726% vs 2022
2024 filing year
$115M$120M$125M$130M$135M 202220232024 $120M $133M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 1,339 $120M
2023 2 1,299 $127M
2024 2 1,386 $133M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beer Industry - Local Union No. 703 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Beer Industry - Local Union No. 703 Pension Fund, Total assets ($B): 0.118441879 · Participants: 625Beer Industry - Local Union No. 703 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Beer Industry - Local Union No. 703 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Beer Industry - Local Union No. 703 Pension Fund side-by-side with 3 peers →

Beer Industry - Local Union No. 703 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Huntington Memorial Hospital Retirement Plan in CA ($118M); by covered participants it is Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. in CT (625 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (625 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 Beer Industry - Local Union No. 703 Pension Fund assets move in 2023? ▼
Beer Industry - Local Union No. 703 Pension Fund grew at a solid clip - up 6.0% during 2023, from $112M to $118M. Reported net income was $7M.
How have Beer Industry - Local Union No. 703 Pension Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beer Industry - Local Union No. 703 Pension Fund Trustees's sponsor-wide assets grew 11.4%, from $120M to $133M.
Where does Beer Industry - Local Union No. 703 Pension Fund rank by assets among Form 5500 filers? ▼
Beer Industry - Local Union No. 703 Pension Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beer Industry - Local Union No. 703 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntington Memorial Hospital Retirement Plan in CA ($118M, 1,185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beer Industry - Local Union No. 703 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. in CT (625 participants, $117M 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.

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.