Profit Sharing · DOL Form 5500 · 2024
Beer Industry - Local Union No. 703 Trustees Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 705
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $12,250
- Avg per participant Low balance/head
Official DOL plan name: Beer Industry - Local Union No. 703 Individual Account Plan · Sponsored by Beer Industry - Local Union No. 703 Trustees · Illinois · Wholesale Trade
$9M in assets, 705 participants
Beer Industry - Local Union No. 703 Trustees's Beer Industry - Local Union No. 703 Individual Account Plan reported $9M in total assets and 705 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,632 in Wholesale Trade (6,080 peers)
Beer Industry - Local Union No. 703 Trustees multi-year trail
Beer Industry - Local Union No. 703 Trustees's plans moved +11.4% in assets from 2022 to 2024; this filing shows Beer Industry - Local Union No. 703 Individual Account Plan at $9M / 705 participants.
- #2,632
- in Wholesale Trade (6,080 peers)
- +2.0%
- assets growth YoY
Beer Industry - Local Union No. 703 Individual Account Plan's mid-pack asset rank among Wholesale Trade and all filers
Beer Industry - Local Union No. 703 Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,636,415 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beer Industry - Local Union No. 703 Individual Account Plan 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. Beer Industry - Local Union No. 703 Individual Account Plan sits mid-pack in the medium band (705 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beer Industry - Local Union No. 703 Individual Account Plan reported net income fell from $477K in the plan year 2023 filing to $165K in the plan year 2024 filing.
- Beer Industry - Local Union No. 703 Individual Account Plan reported participants rose from 674 in the plan year 2023 filing to 705 in the plan year 2024 filing.
- Beer Industry - Local Union No. 703 Individual Account Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 366522619 · Beer Industry - Local Union No. 703 Trustees PY 2024 · Profit Sharing
Beer Industry - Local Union No. 703 Individual Account Plan · $9M · 705 · 53rd
- 5500 $9M
- ASSETS 705
- PCT 53rd
- EIN Profit Sharing
- RANK near Favre Enterprises, Inc. Profit Sharing Plan
- PHOTO ind #2632
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 →
Beer Industry - Local Union No. 703 Individual Account Plan in the asset neighbourhood
Beer Industry - Local Union No. 703 Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Beer Industry - Local Union No. 703 Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 11.448851778017726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,339 | $120M |
| 2023 | 2 | 1,299 | $127M |
| 2024 | 2 | 1,386 | $133M |
Beer Industry - Local Union No. 703 Trustees filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $165K |
| Employer EIN | 366522619 |
| Plan Effective Date | 1986-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Beer Industry - Local Union No. 703 Individual Account Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Favre Enterprises, Inc. Profit Sharing Plan in MS ($9M); by covered participants it is Plumbers Retirement Fund in PA (707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (705 participants); asset peers above are excluded.
- Plumbers Retirement Fund (PA) 707 · 2 off
- Citrin Cooperman Profit Sharing Plan - Plan No. 3 (NY) 703 · 2 off
- Arentfox Schiff Profit Sharing Plan (DC) 708 · 3 off
- Williams & Connolly LLP Profit Sharing Plan and Trust (DC) 702 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.