Defined Benefit (Pension) · DOL Form 5500 · 2023
Warehouse Employees Union Local 169 and Employers Joint Pension Fund Pension Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 328
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $138,000
- Avg per participant Near avg balance/head
Official DOL plan name: Warehouse Employees Union Local 169 and Employers Joint Pension Fund · Sponsored by Warehouse Employees Union Local 169 and Employers Joint Pension Fund · Pennsylvania · Transportation & Warehousing
$45M in assets, 328 participants
Warehouse Employees Union Local 169 and Employers Joint Pension Fund's Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported $45M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,790 in Transportation & Warehousing (3,362 peers)
Coverage in Pennsylvania
Warehouse Employees Union Local 169 and Employers Joint Pension Fund covers 328 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.
- #2,790
- in Transportation & Warehousing (3,362 peers)
- -4.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Warehouse Employees Union Local 169 and Employers Joint Pension Fund's outsized position by total assets
Warehouse Employees Union Local 169 and Employers Joint Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,263,867 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Warehouse Employees Union Local 169 and Employers Joint Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warehouse Employees Union Local 169 and Employers Joint Pension Fund sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported net income rose from -$14M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported participants fell from 352 in the plan year 2022 filing to 328 in the plan year 2023 filing.
- Warehouse Employees Union Local 169 and Employers Joint Pension Fund end-of-year assets fell from $47M in the plan year 2022 filing to $45M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 236230368 · Warehouse Employees Union Local 169 and Employers Joint Pension Fund PY 2023 · Defined Benefit (Pension)
Warehouse Employees Union Local 169 and Employers Joint Pension Fund · $45M · 328 · 84th
- IND $45M
- EOY 328
- 5500 84th
- ASSETS Defined Benefit (Pension)
- PCT near Bass Cash Balance Plan
- EIN ind #2790
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 →
Warehouse Employees Union Local 169 and Employers Joint Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$2M |
| Employer EIN | 236230368 |
| Plan Effective Date | 1958-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warehouse Employees Union Local 169 and Employers Joint Pension Fund)
Sponsor-wide plan assets over time
All Warehouse Employees Union Local 169 and Employers Joint Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 8.415224772321052% vs 2022
- 2024 filing year
| 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.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Warehouse 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 Bass Cash Balance Plan in CA ($45M); by covered participants it is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Bass Cash Balance Plan (CA) $45M · 185
- Perstorp Retirement Plan (OH) $45M · 97
- Willamette Falls Hospital Pension Plan (WA) $45M · 142
- Transatlantic Holdings, Inc. Frozen Pension Plan (NY) $45M · 163
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust (FL) 328 · 0 off
- Galileo & Worldspan U.S. Legacy Pension Plan (GA) 328 · 0 off
- Continental Graphics Employee Pension Plan (WA) 328 · 0 off
- Retirement Plan for Employees of Babcock & Wilcox Commercial Operations (OH) 328 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.