Defined Benefit (Pension) · DOL Form 5500 · 2024

Liquor and Allied Workers Union Local No. 3 Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for the Employees of Local 3 Union · Sponsored by Liquor and Allied Workers Union Local No. 3 · Illinois · Wholesale Trade

$6M in assets, 4 participants

Liquor and Allied Workers Union Local No. 3's Pension Plan for the Employees of Local 3 Union reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,184 in Wholesale Trade (6,080 peers)

Liquor and Allied Workers Union Local No. 3 multi-year trail

Liquor and Allied Workers Union Local No. 3's plans moved +16.0% in assets from 2022 to 2024; this filing shows Pension Plan for the Employees of Local 3 Union at $6M / 4 participants.

#2,184
in Wholesale Trade (6,080 peers)
+5.2%
assets growth YoY

Pension Plan for the Employees of Local 3 Union's mid-pack asset rank among Wholesale Trade and all filers

Pension Plan for the Employees of Local 3 Union vs every filed plan by assets

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

$6,282,946 46th percentile higher than 46% 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

Pension Plan for the Employees of Local 3 Union among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for the Employees of Local 3 Union is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for the Employees of Local 3 Union reported net income fell from $560K in the plan year 2023 filing to $311K in the plan year 2024 filing.
  • Pension Plan for the Employees of Local 3 Union end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364044987 · Liquor and Allied Workers Union Local No. 3 PY 2024 · Defined Benefit (Pension)

Pension Plan for the Employees of Local 3 Union · $6M · 4 · 46th

  • RANK $6M
  • PHOTO 4
  • IND 46th
  • EOY Defined Benefit (Pension)
  • 5500 near Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan
  • ASSETS ind #2184

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 →

Pension Plan for the Employees of Local 3 Union in the asset neighbourhood

The Webster Apartments Pension PlanThe Webster Apartments Pensi…$6MEntergy Corporation Retirement Plan IV for Bargaining EmployeesEntergy Corporation Retireme…$6MPension Plan for the Employees of Local 3 UnionPension Plan for the Employe…$6MSouthern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$6MSbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion)Sbera Pension Plan as Adopte…$6M
End-of-year total assets ($M) among Pension Plan for the Employees of Local 3 Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Liquor and Allied Workers Union Local No. 3 multi-year asset trail

Sponsor-wide plan assets over time

All Liquor and Allied Workers Union Local No. 3 plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.005392090701744% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.42M $6.28M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 4 $6M
2024 1 4 $6M

Liquor and Allied Workers Union Local No. 3 filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$311K
Employer EIN364044987
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Pension Plan for the Employees of Local 3 Union vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Pension Plan for the Employees of Local 3 Union, Total assets ($B): 0.006282946 · Participants: 4Pension Plan for the Employees of Local 3 UnionCentral 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
Pension Plan for the Employees of Local 3 Union vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Pension Plan for the Employees of Local 3 Union side-by-side with 3 peers →

Pension Plan for the Employees of Local 3 Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan in CA ($6M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for the Employees of Local 3 Union assets move in 2024? ▼
Pension Plan for the Employees of Local 3 Union grew at a solid clip - up 5.2% during 2024, from $6M to $6M. Reported net income was $311K.
How have Liquor and Allied Workers Union Local No. 3 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liquor and Allied Workers Union Local No. 3's sponsor-wide assets grew 16.0%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Local 3 Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension Plan in CA ($6M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Local 3 Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 364044987.

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.