Defined Benefit (Pension) · DOL Form 5500 · 2024

Warehouse Employees Union Local 169 and Employers Joint Pension Fund Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
312
Participants Below avg headcount
82nd
Percentile by assets National rank
$139,003
Avg per participant Near avg balance/head
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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

$43M in assets, 312 participants

Warehouse Employees Union Local 169 and Employers Joint Pension Fund's Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported $43M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,677 in Transportation & Warehousing (3,299 peers)

Coverage in Pennsylvania

Warehouse Employees Union Local 169 and Employers Joint Pension Fund covers 312 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.

#2,677
in Transportation & Warehousing (3,299 peers)
-4.2%
assets change YoY
0.4×
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 2024 · DOL Form 5500

$43,368,918 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Warehouse Employees Union Local 169 and Employers Joint Pension Fund among mid-size filed plans by headcount

Plan-year 2024 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 (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported participants fell from 328 in the plan year 2023 filing to 312 in the plan year 2024 filing.
  • Warehouse Employees Union Local 169 and Employers Joint Pension Fund reported net income rose from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Warehouse Employees Union Local 169 and Employers Joint Pension Fund end-of-year assets fell from $45M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 236230368 · Warehouse Employees Union Local 169 and Employers Joint Pension Fund PY 2024 · Defined Benefit (Pension)

Warehouse Employees Union Local 169 and Employers Joint Pension Fund · $43M · 312 · 82nd

  • VS-ST $43M
  • VS-ST 312
  • VS-ST 82nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan for Employees of Walsworth Publishing Company, Inc.
  • VS-ST ind #2677

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

Farmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$43MPension Plan for Officers and Staff of Ilwu Local 142Pension Plan for Officers an…$43MWarehouse Employees Union Local 169 and Employers Joint Pension FundWarehouse Employees Union Lo…$43MRetirement Plan for Employees of Walsworth Publishing Company, Inc.Retirement Plan for Employee…$43MConsolidated Ret Plan of the Brwwco & LawcoConsolidated Ret Plan of the…$43M
End-of-year total assets ($M) among Warehouse Employees Union Local 169 and Employers Joint Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN236230368
Plan Effective Date1958-10-31
Filing StatusFILING 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
$42M$44M$46M$48M 202220232024 $47.4M $43.4M ▼ -8.4%
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.

Warehouse Employees Union Local 169 and Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Warehouse Employees Union Local 169 and Employers Joint Pension Fund, Total assets ($B): 0.043368918 · Participants: 312Warehouse Employees Union Local 169 and Employers Joint Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Warehouse Employees Union Local 169 and Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Warehouse Employees Union Local 169 and Employers Joint Pension Fund side-by-side with 3 peers →

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 Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO ($43M); by covered participants it is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Warehouse Employees Union Local 169 and Employers Joint Pension Fund assets move in 2024? ▼
Warehouse Employees Union Local 169 and Employers Joint Pension Fund edged down modestly - down 4.2% during 2024, from $45M to $43M. Reported net income was -$2M.
How have Warehouse Employees Union Local 169 and Employers Joint Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warehouse Employees Union Local 169 and Employers Joint Pension Fund's sponsor-wide assets declined 8.4%, from $47M to $43M.
Where does Warehouse Employees Union Local 169 and Employers Joint Pension Fund rank by assets among Form 5500 filers? ▼
Warehouse Employees Union Local 169 and Employers Joint Pension Fund ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Warehouse Employees Union Local 169 and Employers Joint Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO ($43M, 182 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Warehouse Employees Union Local 169 and Employers Joint Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (312 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 236230368.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.