Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio Pension Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 1,151
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $141,183
- Avg per participant Near avg balance/head
Official DOL plan name: Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · Sponsored by Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio · Illinois · Wholesale Trade
$163M in assets, 1,151 participants
Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio's Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported $163M in total assets and 1,151 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,757 in Wholesale Trade (6,080 peers)
Where Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits by assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division sits in the top 10% of all filed plans by assets, $163M for 1,151 participants (~$141,183/participant), up 6.9% in 2024.
- #5,757
- in Wholesale Trade (6,080 peers)
- +6.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division's outsized position by total assets
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$162,501,652 Top 7% higher than 93% 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 Local No. 3 Pension Fund Salesmen Division's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division lands in the large band (1,151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported net income fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division end-of-year assets rose from $152M in the plan year 2023 filing to $163M in the plan year 2024 filing.
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division reported participants rose from 1,081 in the plan year 2023 filing to 1,151 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 366527340 · Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio PY 2024 · Defined Benefit (Pension)
Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division · $163M · 1,151 · 93rd
- NET $163M
- BOOK 1,151
- VS-ST 93rd
- BOY Defined Benefit (Pension)
- SCH near Retirement Plan of the Unite Here International
- EBSA ind #5757
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 Local No. 3 Pension Fund Salesmen Division in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $11M |
| Employer EIN | 366527340 |
| Plan Effective Date | 1958-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio)
Sponsor-wide plan assets over time
All Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 23.07796175696829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 941 | $132M |
| 2023 | 1 | 1,081 | $152M |
| 2024 | 1 | 1,151 | $163M |
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 Local No. 3 Pension Fund Salesmen Division's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Unite Here International in NY ($163M); by covered participants it is Nyseg and Rge Pension Plan in CT (1,153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,151 participants); asset peers above are excluded.
- Nyseg and Rge Pension Plan (CT) 1,153 · 2 off
- Club Employees Pension Fund (NY) 1,153 · 2 off
- Ironworkers Local 11 Pension Fund (NJ) 1,148 · 3 off
- Clarios Pension Plan Battery Division Hourly Employees (WI) 1,147 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.