Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd Trustees Pn Tr Estate Local 473 Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
N/A
Participants Small participant base
47th
Percentile by assets National rank
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Official DOL plan name: The Pension Trust Estate for Shopmen's Local Union No. 473 · Sponsored by Bd Trustees Pn Tr Estate Local 473 · Illinois · Manufacturing

$7M in assets, N/A participants

Bd Trustees Pn Tr Estate Local 473's The Pension Trust Estate for Shopmen's Local Union No. 473 reported $7M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,469 in Manufacturing (17,777 peers)

Bd Trustees Pn Tr Estate Local 473 multi-year trail

Bd Trustees Pn Tr Estate Local 473's plans moved -56.3% in assets from 2022 to 2024; this filing shows The Pension Trust Estate for Shopmen's Local Union No. 473 at $7M / N/A participants.

#5,469
in Manufacturing (17,777 peers)
-39.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pension Trust Estate for Shopmen's Local Union No. 473's mid-pack asset rank among Manufacturing and all filers

The Pension Trust Estate for Shopmen's Local Union No. 473 vs every filed plan by assets

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

$6,557,525 47th percentile higher than 47% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pension Trust Estate for Shopmen's Local Union No. 473 end-of-year assets fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362427068 · Bd Trustees Pn Tr Estate Local 473 PY 2024 · Defined Benefit (Pension)

The Pension Trust Estate for Shopmen's Local Union No. 473 · $7M · N/A · 47th

  • PHOTO $7M
  • PHOTO N/A
  • PHOTO 47th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Knoxville Milling Company Pension Plan
  • PHOTO ind #5469

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 Manufacturing retirement plans → · Plans in Illinois →

The Pension Trust Estate for Shopmen's Local Union No. 473 in the asset neighbourhood

X-Ray Associates of New Mexico, PC Cash Balance Pension Plan & TrustX-Ray Associates of New Mexi…$7MThe Pension Trust Estate for Shopmen's Local Union No. 473The Pension Trust Estate for…$7MKnoxville Milling Company Pension PlanKnoxville Milling Company Pe…$7MNorth American Fleet Sales, Inc. Defined Benefit Pension Plan & TrustNorth American Fleet Sales, …$7MKamran H. Broukhim, M.D. Defined Benefit Pension PlanKamran H. Broukhim, M.D. Def…$7M
End-of-year total assets ($M) among The Pension Trust Estate for Shopmen's Local Union No. 473 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Bd Trustees Pn Tr Estate Local 473 multi-year asset trail

Sponsor-wide plan assets over time

All Bd Trustees Pn Tr Estate Local 473 plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.3469060043129% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15M $6.56M ▼ -56.3%
Year Plans Participants Total Assets
2022 1 N/A $15M
2023 1 N/A $11M
2024 1 N/A $7M

Bd Trustees Pn Tr Estate Local 473 filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$4M
Employer EIN362427068
Plan Effective Date1959-05-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

The Pension Trust Estate for Shopmen's Local Union No. 473 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants The Pension Trust Estate for Shopmen's Local Union No. 473, Total assets ($B): 0.006557525 · Participants: 0The Pension Trust Estate for Shopmen's Local Union No. 473Central 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
The Pension Trust Estate for Shopmen's Local Union No. 473 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare The Pension Trust Estate for Shopmen's Local Union No. 473 side-by-side with 3 peers →

The Pension Trust Estate for Shopmen's Local Union No. 473's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Knoxville Milling Company Pension Plan in TX at $7M (this filing: $7M).

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 The Pension Trust Estate for Shopmen's Local Union No. 473 assets move in 2024? ▼
The Pension Trust Estate for Shopmen's Local Union No. 473 contracted severely - down 39.1% during 2024, from $11M to $7M. Reported net income was -$4M.
How have Bd Trustees Pn Tr Estate Local 473 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd Trustees Pn Tr Estate Local 473's sponsor-wide assets declined 56.3%, from $15M to $7M.
Which Defined Benefit (Pension) plans are similar in size to The Pension Trust Estate for Shopmen's Local Union No. 473? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Knoxville Milling Company Pension Plan in TX ($7M, 2 participants).

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 362427068.

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.