Other
2023 plan-year Other DOL Form 5500

Waterfront Warehouses Local No. 1429 Pension Fund

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

Sponsored by Board of Trustees of Waterfront Warehouses Local No. 1429 Pension · Maryland · Finance & Insurance

What the 2023 filing shows

Waterfront Warehouses Local No. 1429 Pension Fund holds $10M for 78 participants — about $130,501 per participant, up 14.8% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
78
covered participants
$130,501
avg assets per participant
+14.8%
assets growth YoY
Total Assets (2023)
$10M
Participants
78
State
Industry
Finance & Insurance

What the Filing Says About Waterfront Warehouses Local No. 1429 Pension Fund

Waterfront Warehouses Local No. 1429 Pension Fund is a Other retirement plan sponsored by Board of Trustees of Waterfront Warehouses Local No. 1429 Pension, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 78 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 526089265, and the plan has been effective since 1967-11-16. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $10M at year-end — a gain of 14.8%. Net assets (after liabilities) closed the year at $10M, with reported net income of $1M 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)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Plan TypeOther
Employer EIN526089265
Plan Effective Date1967-11-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Waterfront Warehouses Local No. 1429 Pension)

Year Plans Participants Total Assets
2022 1 73 $9M
2023 1 78 $10M
2024 1 72 $11M

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 Waterfront Warehouses Local No. 1429 Pension Fund?
As of the 2023 Form 5500 filing, Waterfront Warehouses Local No. 1429 Pension Fund holds $10M in total assets with 78 participants. It is sponsored by Board of Trustees of Waterfront Warehouses Local No. 1429 Pension.
What type of plan is Waterfront Warehouses Local No. 1429 Pension Fund?
Waterfront Warehouses Local No. 1429 Pension Fund is a Other plan. It has been effective since 1967-11-16. The plan is filed with the U.S. Department of Labor under EIN 526089265.
Who sponsors the Waterfront Warehouses Local No. 1429 Pension Fund?
Waterfront Warehouses Local No. 1429 Pension Fund is sponsored by Board of Trustees of Waterfront Warehouses Local No. 1429 Pension, located in Maryland. The sponsor's EIN is 526089265 and the plan operates in the Finance & Insurance industry.
How did Waterfront Warehouses Local No. 1429 Pension Fund perform in 2023?
Waterfront Warehouses Local No. 1429 Pension Fund grew by 14.8% during 2023, moving from $9M to $10M in total assets. Net income was $1M.
Where can I find official filings for Waterfront Warehouses Local No. 1429 Pension Fund?
Official Form 5500 filings for Waterfront Warehouses Local No. 1429 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526089265 or plan name at efast.dol.gov.
How does Waterfront Warehouses Local No. 1429 Pension Fund compare to other plans?
You can compare Waterfront Warehouses Local No. 1429 Pension 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 526089265.

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.