Defined Benefit (Pension) · DOL Form 5500 · 2022
Whse Employees Union Local 169 Pension Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 352
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $134,528
- Avg per participant Near avg balance/head
Official DOL plan name: Whse Employees Union Local 169 and Employers Joint Pension Fund · Sponsored by Whse Employees Union Local 169 · Pennsylvania · Transportation & Warehousing
$47M in assets, 352 participants
Whse Employees Union Local 169's Whse Employees Union Local 169 and Employers Joint Pension Fund reported $47M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,349 in Transportation & Warehousing (3,876 peers)
Coverage in Pennsylvania
Whse Employees Union Local 169 and Employers Joint Pension Fund covers 352 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $47M.
- #3,349
- in Transportation & Warehousing (3,876 peers)
- -22.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whse Employees Union Local 169 and Employers Joint Pension Fund's outsized position by total assets
Whse Employees Union Local 169 and Employers Joint Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,353,851 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Whse Employees Union Local 169 and Employers Joint Pension Fund 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. Whse Employees Union Local 169 and Employers Joint Pension Fund sits mid-pack in the medium band (352 participants).
DOL schedule card
Filing strip 236230368 · Whse Employees Union Local 169 PY 2022 · Defined Benefit (Pension)
Whse Employees Union Local 169 and Employers Joint Pension Fund · $47M · 352 · 88th
- IND $47M
- EOY 352
- 5500 88th
- ASSETS Defined Benefit (Pension)
- PCT near Service Federal Credit Union Retirement Pension Plan
- EIN ind #3349
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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →
Whse Employees Union Local 169 and Employers Joint Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$14M |
| Employer EIN | 236230368 |
| Plan Effective Date | 1958-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whse Employees Union Local 169)
Sponsor-wide plan assets over time
All Whse Employees Union Local 169 plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 8.415224772321052% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $47M |
| 2023 | 1 | 328 | $45M |
| 2024 | 1 | 312 | $43M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Whse Employees Union Local 169 and Employers Joint Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Service Federal Credit Union Retirement Pension Plan in NH ($47M); by covered participants it is Roseburg Forest Products Co Retirement Plan in OR (352 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (352 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.