Other
2022 plan-year Other DOL Form 5500

Warehouse Employees Union Local No. 730 Pension Trust Fund

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

Sponsored by Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F · Maryland · Transportation & Warehousing

What the 2023 filing shows

Warehouse Employees Union Local No. 730 Pension Trust Fund holds $153M for 311 participants — about $490,897 per participant, down 18.5% over the 2022 plan year.

$153M
total plan assets (2022 EOY)
311
covered participants
$490,897
avg assets per participant
-18.5%
assets change YoY

The plan reported a net loss of $35M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$153M
Participants
311
State
Industry
Transportation & Warehousing

What the Filing Says About Warehouse Employees Union Local No. 730 Pension Trust Fund

Warehouse Employees Union Local No. 730 Pension Trust Fund is a Other retirement plan sponsored by Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $153M in total end-of-year assets and covers 311 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 526124754, and the plan has been effective since 1965-08-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $187M at the beginning of 2022 to $153M at year-end — a decline of 18.5%. Net assets (after liabilities) closed the year at $153M, with reported net income of $-34,583,545 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)$187M
Total Assets (End of Year)$153M
Net Assets (End of Year)$153M
Net Income$-34,583,545
Plan TypeOther
Employer EIN526124754
Plan Effective Date1965-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F)

Year Plans Participants Total Assets
2022 1 311 $153M
2023 1 315 $152M
2024 1 335 $151M

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Warehouse Employees Union Local No. 730 Pension Trust Fund?
As of the 2022 Form 5500 filing, Warehouse Employees Union Local No. 730 Pension Trust Fund holds $153M in total assets with 311 participants. It is sponsored by Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F.
What type of plan is Warehouse Employees Union Local No. 730 Pension Trust Fund?
Warehouse Employees Union Local No. 730 Pension Trust Fund is a Other plan. It has been effective since 1965-08-15. The plan is filed with the U.S. Department of Labor under EIN 526124754.
Who sponsors the Warehouse Employees Union Local No. 730 Pension Trust Fund?
Warehouse Employees Union Local No. 730 Pension Trust Fund is sponsored by Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F, located in Maryland. The sponsor's EIN is 526124754 and the plan operates in the Transportation & Warehousing industry.
How did Warehouse Employees Union Local No. 730 Pension Trust Fund perform in 2022?
Warehouse Employees Union Local No. 730 Pension Trust Fund declined by 18.5% during 2022, moving from $187M to $153M in total assets. Net income was $-34,583,545.
Where can I find official filings for Warehouse Employees Union Local No. 730 Pension Trust Fund?
Official Form 5500 filings for Warehouse Employees Union Local No. 730 Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526124754 or plan name at efast.dol.gov.
How does Warehouse Employees Union Local No. 730 Pension Trust Fund compare to other plans?
You can compare Warehouse Employees Union Local No. 730 Pension Trust Fund against other Other plans on the plan type page, or view plans in Maryland 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 526124754.

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.