Merchandise Warehouse Co., Inc. 401(k) P/S Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Merchandise Warehouse Co., Inc. · Indiana · Transportation & Warehousing

What the 2023 filing shows

Merchandise Warehouse Co., Inc. 401(k) P/S Plan holds $3M for 93 participants - about $33,032 per participant, down 10.2% over the 2022 plan year.

$3M
total plan assets (2022 EOY): 93
covered participants: $33,032
avg assets per participant: -10.2%
assets change YoY

The plan reported a net loss of $350K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$3M

Participants

State

Indiana

Industry

Transportation & Warehousing

What the Filing Says About Merchandise Warehouse Co., Inc. 401(k) P/S Plan

Merchandise Warehouse Co., Inc. 401(k) P/S Plan is a 401(k) retirement plan sponsored by Merchandise Warehouse Co., Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 93 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 350887490, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a decline of 10.2%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-350,292 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$3M
Total Assets (End of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$-350,292
Plan Type	401(k)
Employer EIN	350887490
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Merchandise Warehouse Co., Inc.)

Year	Plans	Participants	Total Assets
2022	1	93	$3M
2023	1	158	N/A

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Related Data

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Frequently Asked Questions

How much money is in the Merchandise Warehouse Co., Inc. 401(k) P/S Plan? ▼

As of the 2022 Form 5500 filing, Merchandise Warehouse Co., Inc. 401(k) P/S Plan holds $3M in total assets with 93 participants. It is sponsored by Merchandise Warehouse Co., Inc..

What type of plan is Merchandise Warehouse Co., Inc. 401(k) P/S Plan? ▼

Merchandise Warehouse Co., Inc. 401(k) P/S Plan is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 350887490.

Who sponsors the Merchandise Warehouse Co., Inc. 401(k) P/S Plan? ▼

Merchandise Warehouse Co., Inc. 401(k) P/S Plan is sponsored by Merchandise Warehouse Co., Inc., located in Indiana. The sponsor's EIN is 350887490 and the plan operates in the Transportation & Warehousing industry.

How did Merchandise Warehouse Co., Inc. 401(k) P/S Plan perform in 2022? ▼

Merchandise Warehouse Co., Inc. 401(k) P/S Plan declined by 10.2% during 2022, moving from $3M to $3M in total assets. Net income was $-350,292.

Where can I find official filings for Merchandise Warehouse Co., Inc. 401(k) P/S Plan? ▼

Official Form 5500 filings for Merchandise Warehouse Co., Inc. 401(k) P/S Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350887490 or plan name at efast.dol.gov.

How does Merchandise Warehouse Co., Inc. 401(k) P/S Plan compare to other plans? ▼

You can compare Merchandise Warehouse Co., Inc. 401(k) P/S Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.