Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund Pension Plan

Data updated 2026-08-11

$29M
Total assets: 283
Participants: 79th
Percentile by assets: $103,727
Avg per participant

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.

79th percentile by assets (of 127,072 plans)
#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.

$29M
total plan assets (2023 EOY): 283
covered participants: 79th
percentile by assets (of 127,072 plans): $103,727
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Illinois

Industry

Wholesale Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Liquor and Allied Workers Union Local No. 3 Pension Fund reports 283 participants - about 36% of that state average ($29M EOY assets).

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)

Total plan assets by year, all Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plans on file

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.

Liquor and Allied Workers Union Local No. 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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

Compare Liquor and Allied Workers Union Local No… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Liquor and Allied Workers Union Local No. 3 Pension Fund by total assets, not by location.

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

Frequently Asked Questions

How did Liquor and Allied Workers Union Local No. 3 Pension Fund assets move in 2023? ▼

Liquor and Allied Workers Union Local No. 3 Pension Fund grew at a solid clip - up 14.1% during 2023, from $26M to $29M. Reported net income was $4M.

How have Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's sponsor-wide assets grew 28.0%, from $26M to $33M.

Where does Liquor and Allied Workers Union Local No. 3 Pension Fund rank by assets among Form 5500 filers? ▼

Liquor and Allied Workers Union Local No. 3 Pension Fund ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Liquor and Allied Workers Union Local No. 3 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is NECA Employees' Pension Plan in DC ($29M, 14 participants).

Next read for Liquor and Allied Workers Union Local No…

Filing takeaways

Ways to act on Liquor and Allied Workers Union Local No. 3 Pension Fund's numbers.

By total assets, Liquor and Allied Workers Union Local No. 3 Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's sponsor-wide assets have grown 28.0% 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 516035372.