401(k) · DOL Form 5500 · 2024

Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp 401(k) Plan

Data updated 2026-08-11

$332M
Total assets: 1,515
Participants: 96th
Percentile by assets: $218,970
Avg per participant

Official DOL plan name: Liquor and Allied Workers Union Local No. 3, Emp · Sponsored by Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp · Illinois · Wholesale Trade

$332M in assets, 1,515 participants

Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's Liquor and Allied Workers Union Local No. 3, Emp reported $332M in total assets and 1,515 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#5,913 in Wholesale Trade (6,080 peers)

Where Liquor and Allied Workers Union Local No. 3, Emp sits by assets

Liquor and Allied Workers Union Local No. 3, Emp sits in the top 5% of all filed plans by assets, $332M for 1,515 participants (~$218,970/participant), up 13.5% in 2024.

$332M
total plan assets (2024 EOY): 1,515
covered participants: 96th
percentile by assets (of 123,622 plans): $218,970
avg assets per participant

Liquor and Allied Workers Union Local No. 3, Emp reported participants rose from 1,305 in the plan year 2023 filing to 1,515 in the plan year 2024 filing.
Liquor and Allied Workers Union Local No. 3, Emp reported net income fell from $46M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Liquor and Allied Workers Union Local No. 3, Emp end-of-year assets rose from $292M in the plan year 2023 filing to $332M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Wholesale Trade

Liquor and Allied Workers Union Local No. 3, Emp vs the 2024 asset distribution

By assets, Liquor and Allied Workers Union Local No. 3, Emp outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$292M
Net Assets (End of Year)	$332M
Net Income	$39M
Employer EIN	367270398
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp)

Total plan assets by year, all Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plans on file

Year	Plans	Participants	Total Assets
2022	1	1,266	$246M
2023	1	1,305	$292M
2024	1	1,515	$332M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liquor and Allied Workers Union Local No. 3, Emp vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Liquor and Allied Workers Union Local No… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liquor and Allied Workers Union Local No. 3, Emp by total assets, not by location.

Arbella 401(k) Savings Plan (MA) $332M · 1,041
Tradeweb Markets LLC 401(k) Plan (NY) $332M · 824
Life Time and Its Affiliates 401(k) Plan (MN) $332M · 27,316
Adventhealth Consolidated ERISA 401(a) Plan (FL) $332M · 68

Frequently Asked Questions

How did Liquor and Allied Workers Union Local No. 3, Emp assets move in 2024? ▼

Liquor and Allied Workers Union Local No. 3, Emp grew at a solid clip - up 13.5% during 2024, from $292M to $332M. Reported net income was $39M.

How have Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's sponsor-wide assets grew 34.8%, from $246M to $332M.

Where does Liquor and Allied Workers Union Local No. 3, Emp rank by assets among Form 5500 filers? ▼

Liquor and Allied Workers Union Local No. 3, Emp ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Liquor and Allied Workers Union Local No. 3, Emp? ▼

Among 401(k) plans in other states, the closest by assets is Arbella 401(k) Savings Plan in MA ($332M, 1,041 participants).

Next read for Liquor and Allied Workers Union Local No…

Scale reading

Ways to act on Liquor and Allied Workers Union Local No. 3, Emp's numbers.

By total assets, Liquor and Allied Workers Union Local No. 3, Emp ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Trustees of Liquor and Allied Wkrs Union, Local 3 Emp Deferred Comp's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 367270398.