Other
2023 plan-year Other DOL Form 5500

CHICAGO AND MIDWEST REGIONAL PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND

This Other plan holds $30M in total assets and serves 664 participants as of 2023. It is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND in Washington. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$30M
Participants
664
State
Industry
Food Services & Accommodation

What the Filing Says About CHICAGO AND MIDWEST REGIONAL PENSION FUND

CHICAGO AND MIDWEST REGIONAL PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND, headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 664 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 316126267, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2023 to $30M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $30M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$3M
Plan TypeOther
Employer EIN316126267
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND)

Year Plans Participants Total Assets
2022 1 488 $28M
2023 1 664 $30M
2024 1 557 $32M

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CHICAGO AND MIDWEST REGIONAL PENSION FUND?
As of the 2023 Form 5500 filing, CHICAGO AND MIDWEST REGIONAL PENSION FUND holds $30M in total assets with 664 participants. It is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND.
What type of plan is CHICAGO AND MIDWEST REGIONAL PENSION FUND?
CHICAGO AND MIDWEST REGIONAL PENSION FUND is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 316126267.
Who sponsors the CHICAGO AND MIDWEST REGIONAL PENSION FUND?
CHICAGO AND MIDWEST REGIONAL PENSION FUND is sponsored by TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND, located in Washington. The sponsor's EIN is 316126267 and the plan operates in the Food Services & Accommodation industry.
How did CHICAGO AND MIDWEST REGIONAL PENSION FUND perform in 2023?
CHICAGO AND MIDWEST REGIONAL PENSION FUND grew by 10.0% during 2023, moving from $28M to $30M in total assets. Net income was $3M.
Where can I find official filings for CHICAGO AND MIDWEST REGIONAL PENSION FUND?
Official Form 5500 filings for CHICAGO AND MIDWEST REGIONAL PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 316126267 or plan name at efast.dol.gov.
How does CHICAGO AND MIDWEST REGIONAL PENSION FUND compare to other plans?
You can compare CHICAGO AND MIDWEST REGIONAL PENSION FUND against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 316126267.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.