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
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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

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

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

St. Lukes Cornwall Hospital Retirement PlanSt. Lukes Cornwall Hospital …$47MSheet Metal Workers' Local No. 40 Pension FundSheet Metal Workers' Local N…$47MWhse Employees Union Local 169 and Employers Joint Pension FundWhse Employees Union Local 1…$47MService Federal Credit Union Retirement Pension PlanService Federal Credit Union…$47MNational Service Industries Pension Plan BNational Service Industries …$47M
End-of-year total assets ($M) among Whse Employees Union Local 169 and Employers Joint Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$47M
Net Income-$14M
Employer EIN236230368
Plan Effective Date1958-10-31
Filing StatusFILING 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
$42M$44M$46M$48M 202220232024 $47.4M $43.4M ▼ -8.4%
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.

Whse Employees Union Local 169 and Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Whse Employees Union Local 169 and Employers Joint Pension Fund, Total assets ($B): 0.047353851 · Participants: 352Whse Employees Union Local 169 and Employers Joint Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Whse Employees Union Local 169 and Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

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.

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.

Frequently Asked Questions

How did Whse Employees Union Local 169 and Employers Joint Pension Fund assets move in 2022?
Whse Employees Union Local 169 and Employers Joint Pension Fund declined sharply - down 22.8% during 2022, from $61M to $47M. Reported net income was -$14M.
How have Whse Employees Union Local 169 plan assets changed over time?
Across 3 plan years on file (2022-2024), Whse Employees Union Local 169's sponsor-wide assets declined 8.4%, from $47M to $43M.
Where does Whse Employees Union Local 169 and Employers Joint Pension Fund rank by assets among Form 5500 filers?
Whse Employees Union Local 169 and Employers Joint Pension Fund ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Whse Employees Union Local 169 and Employers Joint Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Service Federal Credit Union Retirement Pension Plan in NH ($47M, 417 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Whse Employees Union Local 169 and Employers Joint Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co Retirement Plan in OR (352 participants, $100M in assets).