401(k) · DOL Form 5500 · 2022

Warehouse Direct Incorporated 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
285
Participants Below avg headcount
71st
Percentile by assets National rank
$47,830
Avg per participant Low balance/head
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Official DOL plan name: Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust · Sponsored by Warehouse Direct Incorporated · Illinois · Wholesale Trade

$14M in assets, 285 participants

Warehouse Direct Incorporated's Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,510 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust covers 285 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#4,510
in Wholesale Trade (6,843 peers)
-19.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,631,640 Top 29% higher than 71% of 139,123 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 2022

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (285 participants).

Plan-year Form 5500 strip

Filing strip 363036801 · Warehouse Direct Incorporated PY 2022 · 401(k)

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust · $14M · 285 · 71st

  • EIN $14M
  • RANK 285
  • PHOTO 71st
  • IND 401(k)
  • EOY near Dynamic Engineering Consultants 401(k) P/S Plan
  • 5500 ind #4510

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 →

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and TrustWarehouse Direct Incorporate…$14MDynamic Engineering Consultants 401(k) P/S PlanDynamic Engineering Consulta…$14ME&s Ring Management Corporation 401(k) PlanE&s Ring Management Corporat…$14MAmpro Adlink 401(k) Profit Sharing PlanAmpro Adlink 401(k) Profit S…$14MGenserve Inc. 401(k) Profit Sharing PlanGenserve Inc. 401(k) Profit …$14M
End-of-year total assets ($M) among Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN363036801
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warehouse Direct Incorporated)

Sponsor-wide plan assets over time

All Warehouse Direct Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.10530647816404% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.6M $19.8M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 285 $14M
2023 1 300 $17M
2024 1 343 $20M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01363164 · Participants: 285Warehouse Direct Incorporated 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dynamic Engineering Consultants 401(k) P/S Plan in NJ ($14M); by covered participants it is The Bridgespan Group 401(k) Plan in MA (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust declined sharply - down 19.4% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Warehouse Direct Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warehouse Direct Incorporated's sponsor-wide assets grew 45.1%, from $14M to $20M.
Which 401(k) plans are similar in size to Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Engineering Consultants 401(k) P/S Plan in NJ ($14M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bridgespan Group 401(k) Plan in MA (285 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363036801.

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.