Defined Benefit (Pension) · DOL Form 5500 · 2024
Beer Industry - Local Union No. 703 Pension Fund Trustees Pension Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 681
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $183,254
- Avg per participant Above avg balance/head
Official DOL plan name: Beer Industry - Local Union No. 703 Pension Fund · Sponsored by Beer Industry - Local Union No. 703 Pension Fund Trustees · Illinois · Wholesale Trade
$125M in assets, 681 participants
Beer Industry - Local Union No. 703 Pension Fund Trustees's Beer Industry - Local Union No. 703 Pension Fund reported $125M in total assets and 681 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,684 in Wholesale Trade (6,080 peers)
Where Beer Industry - Local Union No. 703 Pension Fund sits by assets
Beer Industry - Local Union No. 703 Pension Fund sits in the top 10% of all filed plans by assets, $125M for 681 participants (~$183,254/participant), up 5.4% in 2024.
- #5,684
- in Wholesale Trade (6,080 peers)
- +5.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Beer Industry - Local Union No. 703 Pension Fund's outsized position by total assets
Beer Industry - Local Union No. 703 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,796,085 Top 8% higher than 92% 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 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. Beer Industry - Local Union No. 703 Pension Fund sits mid-pack in the medium band (681 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beer Industry - Local Union No. 703 Pension Fund reported participants rose from 625 in the plan year 2023 filing to 681 in the plan year 2024 filing.
- Beer Industry - Local Union No. 703 Pension Fund reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Beer Industry - Local Union No. 703 Pension Fund end-of-year assets rose from $118M in the plan year 2023 filing to $125M in the plan year 2024 filing.
DOL schedule card
Filing strip 366522619 · Beer Industry - Local Union No. 703 Pension Fund Trustees PY 2024 · Defined Benefit (Pension)
Beer Industry - Local Union No. 703 Pension Fund · $125M · 681 · 92nd
- IND $125M
- EOY 681
- 5500 92nd
- ASSETS Defined Benefit (Pension)
- PCT near The Gates Group Retirement Plan
- EIN ind #5684
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 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $6M |
| Employer EIN | 366522619 |
| Plan Effective Date | 1959-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beer Industry - Local Union No. 703 Pension Fund Trustees)
Sponsor-wide plan assets over time
All Beer Industry - Local Union No. 703 Pension Fund 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 |
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 $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Beer Industry - Local Union No. 703 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Gates Group Retirement Plan in CO ($125M); by covered participants it is Kaiser Aluminum Warrick Pension Plan in IN (683 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
Similar participant headcount
Nearest other-state filings by covered participants (681 participants); asset peers above are excluded.
- Kaiser Aluminum Warrick Pension Plan (IN) 683 · 2 off
- Pxd Retirement Plan for Non-Bargaining Pxd Locatio (TX) 684 · 3 off
- Intermountain Ironworkers Pension Trust (UT) 684 · 3 off
- I.B.E.W. Local 1579 Pension Plan (FL) 684 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.