401(k)
2024 plan-year 401(k) DOL Form 5500

WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WAREHOUSE DIRECT INCORPORATED

This 401(k) plan holds $20M in total assets and serves 343 participants as of 2024. It is sponsored by WAREHOUSE DIRECT INCORPORATED in Illinois. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$20M
Participants
343
State
Industry
Wholesale Trade

What the Filing Says About WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by WAREHOUSE DIRECT INCORPORATED, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 343 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 363036801, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2024 to $20M at year-end — a gain of 18.1%. Net assets (after liabilities) closed the year at $20M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$3M
Plan Type401(k)
Employer EIN363036801
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WAREHOUSE DIRECT INCORPORATED)

Year Plans Participants Total Assets
2022 1 285 $14M
2023 1 300 $17M
2024 1 343 $20M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2024 Form 5500 filing, WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST holds $20M in total assets with 343 participants. It is sponsored by WAREHOUSE DIRECT INCORPORATED.
What type of plan is WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 363036801.
Who sponsors the WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by WAREHOUSE DIRECT INCORPORATED, located in Illinois. The sponsor's EIN is 363036801 and the plan operates in the Wholesale Trade industry.
How did WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST perform in 2024?
WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST grew by 18.1% during 2024, moving from $17M to $20M in total assets. Net income was $3M.
Where can I find official filings for WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363036801 or plan name at efast.dol.gov.
How does WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 363036801.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.