Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd Trustees Pn Tr Estate Local 473 Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: N/A
Participants Small participant base: 60th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: The Pension Trust Estate for Shopmen's Local Union No. 473 · Sponsored by Bd Trustees Pn Tr Estate Local 473 · Illinois · Manufacturing

$11M in assets, N/A participants

Bd Trustees Pn Tr Estate Local 473's The Pension Trust Estate for Shopmen's Local Union No. 473 reported $11M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#8,760 in Manufacturing (18,722 peers)

Bd Trustees Pn Tr Estate Local 473 multi-year trail

Bd Trustees Pn Tr Estate Local 473's plans moved -56.3% in assets from 2022 to 2024; this filing shows The Pension Trust Estate for Shopmen's Local Union No. 473 at $11M / N/A participants.

#8,760
in Manufacturing (18,722 peers): -28.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pension Trust Estate for Shopmen's Local Union No. 473's mid-pack asset rank among Manufacturing and all filers

The Pension Trust Estate for Shopmen's Local Union No. 473 vs every filed plan by assets

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

$10,773,824 Top 40% higher than 60% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Pension Trust Estate for Shopmen's Local Union No. 473 end-of-year assets fell from $15M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362427068 · Bd Trustees Pn Tr Estate Local 473 PY 2023 · Defined Benefit (Pension)

The Pension Trust Estate for Shopmen's Local Union No. 473 · $11M · N/A · 60th

BOOK $11M
VS-ST N/A
BOY 60th
SCH Defined Benefit (Pension)
EBSA near Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169
PART ind #8760

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 Manufacturing retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among The Pension Trust Estate for Shopmen's Local Union No. 473 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bd Trustees Pn Tr Estate Local 473 multi-year asset trail

Latest sponsor-wide plan assets: $7M 56.3469060043129% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$15M
2023	1	N/A	$11M
2024	1	N/A	$7M

Bd Trustees Pn Tr Estate Local 473 filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$11M
Net Income	-$4M
Employer EIN	362427068
Plan Effective Date	1959-05-31
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

The Pension Trust Estate for Shopmen's Local Union No. 473 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 The Pension Trust Estate for Shopmen's Local Union No. 473 side-by-side with 3 peers →

The Pension Trust Estate for Shopmen's Local Union No. 473's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169 in TX at $11M (this filing: $11M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

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 The Pension Trust Estate for Shopmen's Local Union No. 473 assets move in 2023? ▼

The Pension Trust Estate for Shopmen's Local Union No. 473 declined sharply - down 28.3% during 2023, from $15M to $11M. Reported net income was -$4M.

How have Bd Trustees Pn Tr Estate Local 473 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd Trustees Pn Tr Estate Local 473's sponsor-wide assets declined 56.3%, from $15M to $7M.

Which Defined Benefit (Pension) plans are similar in size to The Pension Trust Estate for Shopmen's Local Union No. 473? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169 in TX ($11M, 27 participants).

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 362427068.