Profit Sharing · DOL Form 5500 · 2022

Warehouse Employees Local 169 & Part. Employers Joint Severance Fund Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
179
Participants Small participant base
54th
Percentile by assets National rank
$33,658
Avg per participant Low balance/head
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Official DOL plan name: Warehouse Employees Local 169 & Participating Employers Joint Severance Fund · Sponsored by Warehouse Employees Local 169 & Part. Employers Joint Severance Fund · Pennsylvania · Finance & Insurance

$6M in assets, 179 participants

Warehouse Employees Local 169 & Part. Employers Joint Severance Fund's Warehouse Employees Local 169 & Participating Employers Joint Severance Fund reported $6M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,542 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#3,542
in Finance & Insurance (9,261 peers)
-2.3%
assets change YoY

The plan reported a net loss of $454K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund's mid-pack asset rank among Finance & Insurance and all filers

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,024,724 Top 46% higher than 54% 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

Warehouse Employees Local 169 & Participating Employers Joint Severance 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. Warehouse Employees Local 169 & Participating Employers Joint Severance Fund sits mid-pack in the medium band (179 participants).

Published 5500 schedule card

Filing strip 232661636 · Warehouse Employees Local 169 & Part. Employers Joint Severance Fund PY 2022 · Profit Sharing

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund · $6M · 179 · 54th

  • BOY $6M
  • BOY 179
  • BOY 54th
  • BOY Profit Sharing
  • BOY near Profit Sharing Plan Under Apparel Trading International Inc Retirement Trust
  • BOY ind #3542

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund in the asset neighbourhood

United Mailing Services, Inc. Profit Sharing PlanUnited Mailing Services, Inc…$6MHilltop National Bank Profit Sharing PlanHilltop National Bank Profit…$6MWarehouse Employees Local 169 & Participating Employers Joint Severance FundWarehouse Employees Local 16…$6MProfit Sharing Plan Under Apparel Trading International Inc Retirement TrustProfit Sharing Plan Under Ap…$6MT.C. Sideris, P.E., P.C. Profit Sharing Plan and TrustT.C. Sideris, P.E., P.C. Pro…$6M
End-of-year total assets ($M) among Warehouse Employees Local 169 & Participating Employers Joint Severance Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$454K
Employer EIN232661636
Plan Effective Date1991-08-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Warehouse Employees Local 169 & Part. Employers Joint Severance Fund)

Sponsor-wide plan assets over time

All Warehouse Employees Local 169 & Part. Employers Joint Severance Fund plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.74546419055877% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $6.02M $5.02M ▼ -16.6%
Year Plans Participants Total Assets
2022 1 179 $6M
2023 1 73 $6M
2024 1 97 $5M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Warehouse Employees Local 169 & Participating Employers Joint Severance Fund, Total assets ($B): 0.006024724 · Participants: 179Warehouse Employees Local 169 & Participating Employers Joint Severance FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Warehouse Employees Local 169 & Participating Employers Joint Severance Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Warehouse Employees Local 169 & Participating Employers Joint Severance Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Profit Sharing Plan Under Apparel Trading International Inc Retirement Trust in NJ ($6M); by covered participants it is Community Hospital Association Inc. 403b Plan in MO (179 participants). Same-state nearby plans are listed separately above.

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 Warehouse Employees Local 169 & Participating Employers Joint Severance Fund assets move in 2022?
Warehouse Employees Local 169 & Participating Employers Joint Severance Fund edged down modestly - down 2.3% during 2022, from $6M to $6M. Reported net income was -$454K.
How have Warehouse Employees Local 169 & Part. Employers Joint Severance Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Warehouse Employees Local 169 & Part. Employers Joint Severance Fund's sponsor-wide assets declined 16.7%, from $6M to $5M.
Which Profit Sharing plans are similar in size to Warehouse Employees Local 169 & Participating Employers Joint Severance Fund?
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan Under Apparel Trading International Inc Retirement Trust in NJ ($6M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Warehouse Employees Local 169 & Participating Employers Joint Severance Fund?
Among Profit Sharing plans in other states, the closest by covered participants is Community Hospital Association Inc. 403b Plan in MO (179 participants, $6M in assets).