Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Whse Employees Union Local 169 and Employers Joint Pension Fund

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

Sponsored by Whse Employees Union Local 169 · Pennsylvania · Transportation & Warehousing

What the 2023 filing shows

Whse Employees Union Local 169 and Employers Joint Pension Fund holds $47M for 352 participants — about $134,528 per participant, down 22.8% over the 2022 plan year.

$47M
total plan assets (2022 EOY)
352
covered participants
$134,528
avg assets per participant
-22.8%
assets change YoY

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.

Total Assets (2023)
$47M
Participants
352
State
Industry
Transportation & Warehousing

What the Filing Says About Whse Employees Union Local 169 and Employers Joint Pension Fund

Whse Employees Union Local 169 and Employers Joint Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Whse Employees Union Local 169, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $47M in total end-of-year assets and covers 352 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 236230368, and the plan has been effective since 1958-10-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $61M at the beginning of 2022 to $47M at year-end — a decline of 22.8%. Net assets (after liabilities) closed the year at $47M, with reported net income of $-13,930,569 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 2 prior plan-year filings 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)$61M
Total Assets (End of Year)$47M
Net Assets (End of Year)$47M
Net Income$-13,930,569
Plan TypeDefined Benefit (Pension)
Employer EIN236230368
Plan Effective Date1958-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Whse Employees Union Local 169)

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.

Frequently Asked Questions

How much money is in the Whse Employees Union Local 169 and Employers Joint Pension Fund?
As of the 2022 Form 5500 filing, Whse Employees Union Local 169 and Employers Joint Pension Fund holds $47M in total assets with 352 participants. It is sponsored by Whse Employees Union Local 169.
What type of plan is Whse Employees Union Local 169 and Employers Joint Pension Fund?
Whse Employees Union Local 169 and Employers Joint Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1958-10-31. The plan is filed with the U.S. Department of Labor under EIN 236230368.
Who sponsors the Whse Employees Union Local 169 and Employers Joint Pension Fund?
Whse Employees Union Local 169 and Employers Joint Pension Fund is sponsored by Whse Employees Union Local 169, located in Pennsylvania. The sponsor's EIN is 236230368 and the plan operates in the Transportation & Warehousing industry.
How did Whse Employees Union Local 169 and Employers Joint Pension Fund perform in 2022?
Whse Employees Union Local 169 and Employers Joint Pension Fund declined by 22.8% during 2022, moving from $61M to $47M in total assets. Net income was $-13,930,569.
Where can I find official filings for Whse Employees Union Local 169 and Employers Joint Pension Fund?
Official Form 5500 filings for Whse Employees Union Local 169 and Employers Joint Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236230368 or plan name at efast.dol.gov.
How does Whse Employees Union Local 169 and Employers Joint Pension Fund compare to other plans?
You can compare Whse Employees Union Local 169 and Employers Joint Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 236230368.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.