Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio Pension Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 1,081
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $140,643
- Avg per participant Near avg balance/head
Official DOL plan name: Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · Sponsored by Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio · Illinois · Wholesale Trade
$152M in assets, 1,081 participants
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio's Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported $152M in total assets and 1,081 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #5,997 in Wholesale Trade (6,309 peers)
Where Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits by assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits in the top 10% of all filed plans by assets, $152M for 1,081 participants (~$140,643/participant), up 15.2% in 2023.
- #5,997
- in Wholesale Trade (6,309 peers)
- +15.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division's outsized position by total assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$152,035,142 Top 6% higher than 94% 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 Local No. 3 Pension Fund Salesmen Division's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division lands in the large band (1,081 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported net income rose from -$454K in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division end-of-year assets rose from $132M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported participants rose from 941 in the plan year 2022 filing to 1,081 in the plan year 2023 filing.
DOL schedule card
Filing strip 366527340 · Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio PY 2023 · Defined Benefit (Pension)
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · $152M · 1,081 · 94th
- BOOK $152M
- BOOK 1,081
- BOOK 94th
- BOOK Defined Benefit (Pension)
- BOOK near Warehouse Employees Union Local No. 730 Pension Trust Fund
- BOOK ind #5997
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 Local No. 3 Pension Fund Salesmen Division in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $20M |
| Employer EIN | 366527340 |
| Plan Effective Date | 1958-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio)
Sponsor-wide plan assets over time
All Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 23.07796175696829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 941 | $132M |
| 2023 | 1 | 1,081 | $152M |
| 2024 | 1 | 1,151 | $163M |
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 Local No. 3 Pension Fund Salesmen Division's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Warehouse Employees Union Local No. 730 Pension Trust Fund in MD ($152M); by covered participants it is Sparrow Health System Associate Pension Plan in MI (1,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,081 participants); asset peers above are excluded.
- Sparrow Health System Associate Pension Plan (MI) 1,080 · 1 off
- Tile Layers Union Local No. 52 Ny Pension Fund (NY) 1,080 · 1 off
- Medtronic Retirement Plan (MN) 1,079 · 2 off
- Knights of Columbus Agents Pension Plan (CT) 1,086 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.