Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund Pension Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 283
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $103,727
- Avg per participant Below avg balance/head
Official DOL plan name: Liquor and Allied Workers Union Local No. 3 Pension Fund · Sponsored by Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund · Illinois · Wholesale Trade
$29M in assets, 283 participants
Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's Liquor and Allied Workers Union Local No. 3 Pension Fund reported $29M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #4,928 in Wholesale Trade (6,309 peers)
Coverage in Illinois
Liquor and Allied Workers Union Local No. 3 Pension Fund covers 283 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $29M.
- #4,928
- in Wholesale Trade (6,309 peers)
- +14.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Liquor and Allied Workers Union Local No. 3 Pension Fund's outsized position by total assets
Liquor and Allied Workers Union Local No. 3 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,354,692 Top 21% higher than 79% 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
Liquor and Allied Workers Union Local No. 3 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. Liquor and Allied Workers Union Local No. 3 Pension Fund sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liquor and Allied Workers Union Local No. 3 Pension Fund reported net income rose from $669K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Liquor and Allied Workers Union Local No. 3 Pension Fund end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Liquor and Allied Workers Union Local No. 3 Pension Fund reported participants rose from 274 in the plan year 2022 filing to 283 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 516035372 · Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund PY 2023 · Defined Benefit (Pension)
Liquor and Allied Workers Union Local No. 3 Pension Fund · $29M · 283 · 79th
- EOY $29M
- 5500 283
- ASSETS 79th
- PCT Defined Benefit (Pension)
- EIN near NECA Employees' Pension Plan
- RANK ind #4928
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 Pension Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 516035372 |
| Plan Effective Date | 1964-10-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 28.041593110015366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $26M |
| 2023 | 1 | 283 | $29M |
| 2024 | 1 | 299 | $33M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Liquor and Allied Workers Union Local No. 3 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is NECA Employees' Pension Plan in DC ($29M); by covered participants it is Middle River Aerostructure Systems Hourly Pension Plan in MD (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- NECA Employees' Pension Plan (DC) $29M · 14
- Trane Technologies Pension Plan Number One (NC) $29M · N/A
- Field Packing Company 2010 Restated Retirement Plan (KY) $29M · 368
- Flowers Foods, Inc. Retirement Plan No. 2 (GA) $29M · 238
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Middle River Aerostructure Systems Hourly Pension Plan (MD) 283 · 0 off
- San Antonio Winery, Inc. Defined Benefit Pension Plan (CA) 283 · 0 off
- The Restated Noncontributory Retirement Plan for Cooperatives (IA) 283 · 0 off
- Retirement Plan for Employees of Walsworth Publishing Company, Inc. (MO) 282 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.