Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Local 734 Pension Fund Pension Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
861
Participants Near avg headcount
90th
Percentile by assets National rank
$110,950
Avg per participant Below avg balance/head
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Official DOL plan name: Local 734 Pension Fund · Sponsored by Trustees of the Local 734 Pension Fund · Illinois · Wholesale Trade

$96M in assets, 861 participants

Trustees of the Local 734 Pension Fund's Local 734 Pension Fund reported $96M in total assets and 861 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,586 in Wholesale Trade (6,080 peers)

Where Local 734 Pension Fund sits by assets

Local 734 Pension Fund sits in the top 10% of all filed plans by assets, $96M for 861 participants (~$110,950/participant), down 2.7% in 2024.

#5,586
in Wholesale Trade (6,080 peers)
-2.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 734 Pension Fund's outsized position by total assets

Local 734 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$95,528,155 Top 10% higher than 90% of 123,620 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 2024

Local 734 Pension Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 734 Pension Fund sits mid-pack in the medium band (861 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 734 Pension Fund reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Local 734 Pension Fund end-of-year assets fell from $98M in the plan year 2023 filing to $96M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 516040136 · Trustees of the Local 734 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 734 Pension Fund · $96M · 861 · 90th

  • EBSA $96M
  • EBSA 861
  • EBSA 90th
  • EBSA Defined Benefit (Pension)
  • EBSA near Firelands Regional Medical Center Retirement Plan
  • EBSA ind #5586

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 →

Local 734 Pension Fund in the asset neighbourhood

Affiliated Pension Plan$96MLocal 734 Pension Fund$96MFirelands Regional Medical Center Retirement PlanFirelands Regional Medical C…$95MRoseburg Forest Products Co Retirement PlanRoseburg Forest Products Co …$95MMerged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$95M
End-of-year total assets ($M) among Local 734 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$95M
Net Income-$3M
Employer EIN516040136
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 734 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 734 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$96M 0.6433666475878416% vs 2022
2024 filing year
$95M$96M$97M$98M$99M 202220232024 $96.2M $95.5M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 803 $96M
2023 1 858 $98M
2024 1 861 $96M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Local 734 Pension Fund, Total assets ($B): 0.095528155 · Participants: 861Local 734 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Local 734 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local 734 Pension Fund side-by-side with 3 peers →

Local 734 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Firelands Regional Medical Center Retirement Plan in OH ($95M); by covered participants it is Central Iowa Carpenters Pension Plan in MN (862 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (861 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 734 Pension Fund assets move in 2024? ▼
Local 734 Pension Fund edged down modestly - down 2.7% during 2024, from $98M to $96M. Reported net income was -$3M.
How have Trustees of the Local 734 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 734 Pension Fund's sponsor-wide assets declined 0.6%, from $96M to $96M.
Where does Local 734 Pension Fund rank by assets among Form 5500 filers? ▼
Local 734 Pension Fund ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Firelands Regional Medical Center Retirement Plan in OH ($95M, 310 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 734 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Iowa Carpenters Pension Plan in MN (862 participants, $202M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516040136.

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.