Profit Sharing · DOL Form 5500 · 2023
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $76,480
- Avg per participant Below avg balance/head
Official DOL plan name: Warehouse Employees Local 169 & Participating Employers Joint Severance Fund · Sponsored by Warehouse Employees Local 169 & Particip Employers Joint Severance Fun · Pennsylvania · Finance & Insurance
$6M in assets, 73 participants
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun's Warehouse Employees Local 169 & Participating Employers Joint Severance Fund reported $6M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #2,929 in Finance & Insurance (8,869 peers)
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun multi-year trail
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun's plans moved -16.7% in assets from 2022 to 2024; this filing shows Warehouse Employees Local 169 & Participating Employers Joint Severance Fund at $6M / 73 participants.
- #2,929
- in Finance & Insurance (8,869 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $129K 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 2023 · DOL Form 5500
$5,583,041 46th percentile higher than 46% 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 Local 169 & Participating Employers Joint Severance Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warehouse Employees Local 169 & Participating Employers Joint Severance Fund is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warehouse Employees Local 169 & Participating Employers Joint Severance Fund reported net income rose from -$454K in the plan year 2022 filing to -$129K in the plan year 2023 filing.
- Warehouse Employees Local 169 & Participating Employers Joint Severance Fund reported participants fell from 179 in the plan year 2022 filing to 73 in the plan year 2023 filing.
- Warehouse Employees Local 169 & Participating Employers Joint Severance Fund end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 232661636 · Warehouse Employees Local 169 & Particip Employers Joint Severance Fun PY 2023 · Profit Sharing
Warehouse Employees Local 169 & Participating Employers Joint Severance Fund · $6M · 73 · 46th
- IND $6M
- EOY 73
- 5500 46th
- ASSETS Profit Sharing
- PCT near Gehlmeyer & Gehlmeyer P.C. Retirement Trust - Profit Sharing Plan
- EIN ind #2929
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
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun multi-year asset trail
Sponsor-wide plan assets over time
All Warehouse Employees Local 169 & Particip Employers Joint Severance Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 16.74546419055877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $6M |
| 2023 | 1 | 73 | $6M |
| 2024 | 1 | 97 | $5M |
Warehouse Employees Local 169 & Particip Employers Joint Severance Fun filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$129K |
| Employer EIN | 232661636 |
| Plan Effective Date | 1991-08-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
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 Gehlmeyer & Gehlmeyer P.C. Retirement Trust - Profit Sharing Plan in NY ($6M); by covered participants it is Ozark Interests Inc. Profit Sharing Plan in AR (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.