Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F Pension Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 315
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $481,940
- Avg per participant High balance/head
Official DOL plan name: Warehouse Employees Union Local No. 730 Pension Trust Fund · Sponsored by Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F · Maryland · Transportation & Warehousing
$152M in assets, 315 participants
Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F's Warehouse Employees Union Local No. 730 Pension Trust Fund reported $152M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,089 in Transportation & Warehousing (3,362 peers)
Coverage in Maryland
Warehouse Employees Union Local No. 730 Pension Trust Fund covers 315 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $152M.
- #3,089
- in Transportation & Warehousing (3,362 peers)
- -0.6%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $831K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Warehouse Employees Union Local No. 730 Pension Trust Fund's outsized position by total assets
Warehouse Employees Union Local No. 730 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$151,811,100 Top 6% higher than 94% 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 No. 730 Pension Trust 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 No. 730 Pension Trust Fund sits mid-pack in the medium band (315 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warehouse Employees Union Local No. 730 Pension Trust Fund reported net income rose from -$35M in the plan year 2022 filing to -$831K in the plan year 2023 filing.
- Warehouse Employees Union Local No. 730 Pension Trust Fund reported participants rose from 311 in the plan year 2022 filing to 315 in the plan year 2023 filing.
- Warehouse Employees Union Local No. 730 Pension Trust Fund end-of-year assets fell from $153M in the plan year 2022 filing to $152M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 526124754 · Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F PY 2023 · Defined Benefit (Pension)
Warehouse Employees Union Local No. 730 Pension Trust Fund · $152M · 315 · 94th
- IND $152M
- IND 315
- IND 94th
- IND Defined Benefit (Pension)
- IND near Retirement Income Plan for Employees of Northern Arizona Healthcare
- IND ind #3089
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 Maryland →
Warehouse Employees Union Local No. 730 Pension Trust Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | -$831K |
| Employer EIN | 526124754 |
| Plan Effective Date | 1965-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F)
Sponsor-wide plan assets over time
All Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 1.3463815547442475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $153M |
| 2023 | 1 | 315 | $152M |
| 2024 | 1 | 335 | $151M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Warehouse Employees Union Local No. 730 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Northern Arizona Healthcare in AZ ($152M); by covered participants it is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Retirement Income Plan for Employees of Northern Arizona Healthcare (AZ) $152M · 199
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division (IL) $152M · 1,081
- Hunter Douglas Employees' Retirement Plan (CO) $152M · 896
- Park Ohio Industries and Subsidiaries Pension Plan (OH) $151M · 2,622
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.