Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Employers' - Warehousemen's Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size: 222
Participants Below avg headcount: 86th
Percentile by assets National rank: $226,348
Avg per participant Above avg balance/head

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Official DOL plan name: Employers' - Warehousemen's Pension Trust Fund · Sponsored by Board of Trustees, Employers' - Warehousemen's · California · Transportation & Warehousing

$50M in assets, 222 participants

Board of Trustees, Employers' - Warehousemen's's Employers' - Warehousemen's Pension Trust Fund reported $50M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#2,812 in Transportation & Warehousing (3,362 peers)

Coverage in California

Employers' - Warehousemen's Pension Trust Fund covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $50M.

#2,812
in Transportation & Warehousing (3,362 peers): -0.1%
assets change YoY: 0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $53K 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 2023 · DOL Form 5500

$50,249,182 Top 14% higher than 86% 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

Employers' - Warehousemen's 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. Employers' - Warehousemen's Pension Trust Fund sits mid-pack in the medium band (222 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Employers' - Warehousemen's Pension Trust Fund reported net income rose from -$9M in the plan year 2022 filing to -$53K in the plan year 2023 filing.
Employers' - Warehousemen's Pension Trust Fund reported participants rose from 215 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952238031 · Board of Trustees, Employers' - Warehousemen's PY 2023 · Defined Benefit (Pension)

Employers' - Warehousemen's Pension Trust Fund · $50M · 222 · 86th

VS-ST $50M
VS-ST 222
VS-ST 86th
VS-ST Defined Benefit (Pension)
VS-ST near Brach's Confections, Inc. Retirement Plan
VS-ST ind #2812

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 →

End-of-year total assets ($M) among Employers' - Warehousemen's Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$50M
Net Income	-$53K
Employer EIN	952238031
Plan Effective Date	1959-06-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Employers' - Warehousemen's)

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.

Employers' - Warehousemen's Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Employers' - Warehousemen's Pension Trust Fund side-by-side with 3 peers →

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 Brach's Confections, Inc. Retirement Plan in IL ($50M); by covered participants it is Symrise Inc. Retirement Plan in NJ (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Brach's Confections, Inc. Retirement Plan (IL) $50M · N/A
St. Lukes Cornwall Hospital Retirement Plan (NY) $50M · 68
Maynard, Cooper & Gale, P.C. Pension Plan (AL) $50M · 129
Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan (IL) $50M · 202

Similar participant headcount

Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.

Symrise Inc. Retirement Plan (NJ) 222 · 0 off
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust (PA) 222 · 0 off
Tarkett Retirement Plan (OH) 222 · 0 off
Pension Plan for Employees of Broadcast Music Inc (TN) 222 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employers' - Warehousemen's Pension Trust Fund assets move in 2023? ▼

Employers' - Warehousemen's Pension Trust Fund held essentially flat - down 0.1% during 2023, from $50M to $50M. Reported net income was -$53K.

How have Board of Trustees, Employers' - Warehousemen's plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Employers' - Warehousemen's's sponsor-wide assets grew 76.8%, from $50M to $89M.

Where does Employers' - Warehousemen's Pension Trust Fund rank by assets among Form 5500 filers? ▼

Employers' - Warehousemen's Pension Trust Fund ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Employers' - Warehousemen's Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Brach's Confections, Inc. Retirement Plan in IL ($50M, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Employers' - Warehousemen's Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symrise Inc. Retirement Plan in NJ (222 participants, $48M in assets).

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 952238031.