Defined Benefit (Pension) · DOL Form 5500 · 2023
Industrial Employers & Distributors Association Pension Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 265
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $399,586
- Avg per participant High balance/head
Official DOL plan name: Distributors Association Warehousemen's Pension Trust · Sponsored by Industrial Employers & Distributors Association · California · Transportation & Warehousing
$106M in assets, 265 participants
Industrial Employers & Distributors Association's Distributors Association Warehousemen's Pension Trust reported $106M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,013 in Transportation & Warehousing (3,362 peers)
Coverage in California
Distributors Association Warehousemen's Pension Trust covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $106M.
- #3,013
- in Transportation & Warehousing (3,362 peers)
- +7.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Distributors Association Warehousemen's Pension Trust's outsized position by total assets
Distributors Association Warehousemen's Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,890,403 Top 8% higher than 92% 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
Distributors Association Warehousemen's Pension Trust 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. Distributors Association Warehousemen's Pension Trust sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Distributors Association Warehousemen's Pension Trust reported net income rose from -$11M in the plan year 2022 filing to $948K in the plan year 2023 filing.
- Distributors Association Warehousemen's Pension Trust reported participants fell from 493 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- Distributors Association Warehousemen's Pension Trust end-of-year assets rose from $99M in the plan year 2022 filing to $106M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 940294755 · Industrial Employers & Distributors Association PY 2023 · Defined Benefit (Pension)
Distributors Association Warehousemen's Pension Trust · $106M · 265 · 92nd
- EIN $106M
- RANK 265
- PHOTO 92nd
- IND Defined Benefit (Pension)
- EOY near Aomc Pension Plan for Non-Union Employees
- 5500 ind #3013
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 →
Distributors Association Warehousemen's Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $948K |
| Employer EIN | 940294755 |
| Plan Effective Date | 1956-07-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Industrial Employers & Distributors Association)
Sponsor-wide plan assets over time
All Industrial Employers & Distributors Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 3.4380164674310634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $99M |
| 2023 | 1 | 265 | $106M |
| 2024 | 1 | 247 | $102M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Distributors Association Warehousemen's Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Aomc Pension Plan for Non-Union Employees in NY ($106M); by covered participants it is Holsum De Puerto Rico, Inc. Employees' Retirement Plan in PR (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Aomc Pension Plan for Non-Union Employees (NY) $106M · 341
- Southwest Retirement and Cash Balance Plan (OH) $106M · 1,032
- Monument Health, Inc. Pension Plan (SD) $106M · 3,078
- Clark Equipment Company Retirement Plan (Plan 50) (ND) $106M · 134
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Holsum De Puerto Rico, Inc. Employees' Retirement Plan (PR) 265 · 0 off
- Employees' Retirement Plan of First Hawaiian, Inc. (HI) 265 · 0 off
- Group Pension Plan for the Employees of Zippo Manufacturing Company (PA) 265 · 0 off
- Johnson Matthey Inc. Amended and Restated Hourly Employees Pension Plan (PA) 265 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.