Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Lumber Employees 786 Retirement Fund Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size: 138
Participants Small participant base: 83rd
Percentile by assets National rank: $341,903
Avg per participant High balance/head

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Official DOL plan name: Lumber Employees Local 786 Retirement Fund · Sponsored by Trustees of Lumber Employees 786 Retirement Fund · Illinois · Manufacturing

$47M in assets, 138 participants

Trustees of Lumber Employees 786 Retirement Fund's Lumber Employees Local 786 Retirement Fund reported $47M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

#13,601 in Manufacturing (17,777 peers)

Coverage in Illinois

Lumber Employees Local 786 Retirement Fund covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $47M.

#13,601
in Manufacturing (17,777 peers): +5.3%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Lumber Employees Local 786 Retirement Fund's outsized position by total assets

Lumber Employees Local 786 Retirement Fund vs every filed plan by assets

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

$47,182,648 Top 17% higher than 83% 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

Lumber Employees Local 786 Retirement 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. Lumber Employees Local 786 Retirement Fund sits mid-pack in the medium band (138 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lumber Employees Local 786 Retirement Fund reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Lumber Employees Local 786 Retirement Fund end-of-year assets rose from $45M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Lumber Employees Local 786 Retirement Fund reported participants fell from 145 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 516067407 · Trustees of Lumber Employees 786 Retirement Fund PY 2024 · Defined Benefit (Pension)

Lumber Employees Local 786 Retirement Fund · $47M · 138 · 83rd

PCT $47M
EIN 138
RANK 83rd
PHOTO Defined Benefit (Pension)
IND near Pacific Coast Shipyards Pension Fund
EOY ind #13601

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 →

End-of-year total assets ($M) among Lumber Employees Local 786 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$47M
Net Income	$2M
Employer EIN	516067407
Plan Effective Date	1964-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Lumber Employees 786 Retirement Fund)

Latest sponsor-wide plan assets: $47M 14.422051320914864% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	122	$41M
2023	1	145	$45M
2024	1	138	$47M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Lumber Employees Local 786 Retirement Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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

Compare Lumber Employees Local 786 Retirement Fund side-by-side with 3 peers →

Lumber Employees Local 786 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pacific Coast Shipyards Pension Fund in CA ($47M); by covered participants it is Moore & Van Allen Pension Plan in NC (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Pacific Coast Shipyards Pension Fund (CA) $47M · N/A
Sistema Universitario Ana G Mendez Inc Pension Plan (PR) $47M · 23
Ricoh Printing Systems America, Inc. Restated Pension Plan (CA) $47M · 54
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates (WI) $47M · 63

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

Moore & Van Allen Pension Plan (NC) 138 · 0 off
G.O. Carlson, Inc. Hourly Employees' Pension Plan for Represented Employees (PA) 138 · 0 off
Swisher International, Inc. Retirement Income Plan for Wage Employees (FL) 138 · 0 off
Pension Plan for Non-Licensed Employees (OH) 138 · 0 off

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 Lumber Employees Local 786 Retirement Fund assets move in 2024? ▼

Lumber Employees Local 786 Retirement Fund grew at a solid clip - up 5.3% during 2024, from $45M to $47M. Reported net income was $2M.

How have Trustees of Lumber Employees 786 Retirement Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Lumber Employees 786 Retirement Fund's sponsor-wide assets grew 14.4%, from $41M to $47M.

Where does Lumber Employees Local 786 Retirement Fund rank by assets among Form 5500 filers? ▼

Lumber Employees Local 786 Retirement Fund ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Lumber Employees Local 786 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pacific Coast Shipyards Pension Fund in CA ($47M, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumber Employees Local 786 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Moore & Van Allen Pension Plan in NC (138 participants, $54M 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 516067407.