Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Lumber Employees 786 Retirement Fund Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
145
Participants Small participant base
84th
Percentile by assets National rank
$309,074
Avg per participant High balance/head
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Official DOL plan name: Lumber Employees Local 786 Retirement Fund · Sponsored by Trustees of Lumber Employees 786 Retirement Fund · Illinois · Manufacturing

$45M in assets, 145 participants

Trustees of Lumber Employees 786 Retirement Fund's Lumber Employees Local 786 Retirement Fund reported $45M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,521 in Manufacturing (18,722 peers)

Coverage in Illinois

Lumber Employees Local 786 Retirement Fund covers 145 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $45M.

#14,521
in Manufacturing (18,722 peers)
+8.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lumber Employees Local 786 Retirement Fund's outsized position by total assets

Lumber Employees Local 786 Retirement Fund vs every filed plan by assets

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

$44,815,718 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lumber Employees Local 786 Retirement 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. Lumber Employees Local 786 Retirement Fund sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumber Employees Local 786 Retirement Fund reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lumber Employees Local 786 Retirement Fund reported participants rose from 122 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Lumber Employees Local 786 Retirement Fund end-of-year assets rose from $41M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 516067407 · Trustees of Lumber Employees 786 Retirement Fund PY 2023 · Defined Benefit (Pension)

Lumber Employees Local 786 Retirement Fund · $45M · 145 · 84th

  • IND $45M
  • IND 145
  • IND 84th
  • IND Defined Benefit (Pension)
  • IND near Hydril Company Retirement Plan
  • IND ind #14521

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 →

Lumber Employees Local 786 Retirement Fund in the asset neighbourhood

Foremost Farms USA Hourly Employees Pension PlanForemost Farms USA Hourly Em…$45MDynamics Research Corporation Defined Benefit Pension PlanDynamics Research Corporatio…$45MLumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$45MHydril Company Retirement PlanHydril Company Retirement Pl…$45MLewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIILewis Brisbois Bisgaard & Sm…$45M
End-of-year total assets ($M) among Lumber Employees Local 786 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN516067407
Plan Effective Date1964-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Lumber Employees 786 Retirement Fund)

Sponsor-wide plan assets over time

All Trustees of Lumber Employees 786 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 14.422051320914864% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $41.2M $47.2M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 122 $41M
2023 1 145 $45M
2024 1 138 $47M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Lumber Employees Local 786 Retirement Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Lumber Employees Local 786 Retirement Fund, Total assets ($B): 0.044815718 · Participants: 145Lumber Employees Local 786 Retirement FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Lumber Employees Local 786 Retirement Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Lumber Employees Local 786 Retirement Fund side-by-side with 3 peers →

Lumber Employees Local 786 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Hydril Company Retirement Plan in TX ($45M); by covered participants it is Global Defined Benefit Retirement Plan in AK (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

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 Lumber Employees Local 786 Retirement Fund assets move in 2023? ▼
Lumber Employees Local 786 Retirement Fund grew at a solid clip - up 8.7% during 2023, from $41M to $45M. Reported net income was $4M.
How have Trustees of Lumber Employees 786 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Lumber Employees 786 Retirement Fund's sponsor-wide assets grew 14.4%, from $41M to $47M.
Where does Lumber Employees Local 786 Retirement Fund rank by assets among Form 5500 filers? ▼
Lumber Employees Local 786 Retirement Fund ranks in the 84th 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 Lumber Employees Local 786 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hydril Company Retirement Plan in TX ($45M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumber Employees Local 786 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Global Defined Benefit Retirement Plan in AK (145 participants, $184M in assets).

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 516067407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.