Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund Pension Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 299
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $110,217
- Avg per participant Below avg balance/head
Official DOL plan name: Liquor and Allied Workers Union Local No. 3 Pension Fund · Sponsored by Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund · Illinois · Wholesale Trade
$33M in assets, 299 participants
Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund's Liquor and Allied Workers Union Local No. 3 Pension Fund reported $33M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,722 in Wholesale Trade (6,080 peers)
Coverage in Illinois
Liquor and Allied Workers Union Local No. 3 Pension Fund covers 299 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $33M.
- #4,722
- in Wholesale Trade (6,080 peers)
- +12.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Liquor and Allied Workers Union Local No. 3 Pension Fund's outsized position by total assets
Liquor and Allied Workers Union Local No. 3 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,954,746 Top 21% higher than 79% 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
Liquor and Allied Workers Union Local No. 3 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. Liquor and Allied Workers Union Local No. 3 Pension Fund sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liquor and Allied Workers Union Local No. 3 Pension Fund end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Liquor and Allied Workers Union Local No. 3 Pension Fund reported participants rose from 283 in the plan year 2023 filing to 299 in the plan year 2024 filing.
DOL schedule card
Filing strip 516035372 · Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund PY 2024 · Defined Benefit (Pension)
Liquor and Allied Workers Union Local No. 3 Pension Fund · $33M · 299 · 79th
- PART $33M
- TYPE 299
- NET 79th
- BOOK Defined Benefit (Pension)
- VS-ST near Toledo Painters and Allied Trades Pension Plan
- BOY ind #4722
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 →
Liquor and Allied Workers Union Local No. 3 Pension Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 516035372 |
| Plan Effective Date | 1964-10-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Liquor & Allied Workers Union Local No. 3 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 28.041593110015366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $26M |
| 2023 | 1 | 283 | $29M |
| 2024 | 1 | 299 | $33M |
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
Liquor and Allied Workers Union Local No. 3 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Toledo Painters and Allied Trades Pension Plan in OH ($33M); by covered participants it is New York Eye and Ear Infirmary Employees' Pension Plan in NY (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Toledo Painters and Allied Trades Pension Plan (OH) $33M · 277
- The Mentholatum Company Pension Plan for Employees Employed in the United States of America (NY) $33M · 44
- Williston Basin Interstate Pipeline Company Pension Plan (ND) $33M · 62
- Old Dutch Foods Office and Administrative Pension Plan (MN) $33M · 101
Similar participant headcount
Nearest other-state filings by covered participants (299 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.