Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Employers' - Warehousemen's Pension Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 215
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $233,998
- Avg per participant Above avg balance/head
Official DOL plan name: Employers' - Warehousemen's Pension Trust Fund · Sponsored by Board of Trustees, Employers' - Warehousemen's · California · Transportation & Warehousing
$50M in assets, 215 participants
Board of Trustees, Employers' - Warehousemen's's Employers' - Warehousemen's Pension Trust Fund reported $50M in total assets and 215 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.
- #3,370 in Transportation & Warehousing (3,876 peers)
Coverage in California
Employers' - Warehousemen's Pension Trust Fund covers 215 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $50M.
- #3,370
- in Transportation & Warehousing (3,876 peers)
- -15.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employers' - Warehousemen's Pension Trust Fund's outsized position by total assets
Employers' - Warehousemen's Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,309,608 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
Employers' - Warehousemen's Pension Trust 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. Employers' - Warehousemen's Pension Trust Fund sits mid-pack in the medium band (215 participants).
DOL schedule card
Filing strip 952238031 · Board of Trustees, Employers' - Warehousemen's PY 2022 · Defined Benefit (Pension)
Employers' - Warehousemen's Pension Trust Fund · $50M · 215 · 88th
- EBSA $50M
- PART 215
- TYPE 88th
- NET Defined Benefit (Pension)
- BOOK near Cardone Industries, Inc. Union Employees' Pension Plan
- VS-ST ind #3370
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 California →
Employers' - Warehousemen's Pension Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$9M |
| Employer EIN | 952238031 |
| Plan Effective Date | 1959-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Employers' - Warehousemen's)
Sponsor-wide plan assets over time
All Board of Trustees, Employers' - Warehousemen's plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 76.81173544425152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $50M |
| 2023 | 1 | 222 | $50M |
| 2024 | 1 | 216 | $89M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Employers' - Warehousemen's Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Cardone Industries, Inc. Union Employees' Pension Plan in PA ($50M); by covered participants it is Mony Life Retirement Income Security Plan for Employees in NY (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 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.