401(k) · DOL Form 5500 · 2024

Warehouse Direct Incorporated 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
343
Participants Below avg headcount
70th
Percentile by assets National rank
$57,668
Avg per participant Low balance/head
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Official DOL plan name: Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust · Sponsored by Warehouse Direct Incorporated · Illinois · Wholesale Trade

$20M in assets, 343 participants

Warehouse Direct Incorporated's Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,014 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust covers 343 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#4,014
in Wholesale Trade (6,080 peers)
+18.1%
assets growth YoY

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,780,233 Top 30% higher than 70% 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 Direct Incorporated 401(k) Profit Sharing Plan and Trust 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 Direct Incorporated 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust reported participants rose from 300 in the plan year 2023 filing to 343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363036801 · Warehouse Direct Incorporated PY 2024 · 401(k)

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust · $20M · 343 · 70th

  • EBSA $20M
  • PART 343
  • TYPE 70th
  • NET 401(k)
  • BOOK near Adswerve Inc. 401(k) Plan
  • VS-ST ind #4014

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 Wholesale Trade retirement plans → · Plans in Illinois →

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and TrustWarehouse Direct Incorporate…$20MAdswerve Inc. 401(k) Plan$20MGateway Health Clinic, Ltd. 401(k) Profit Sharing PlanGateway Health Clinic, Ltd. …$20MRiso 401(k) Retirement Plan$20MS & S Tool and Supply Company 401(k) PlanS & S Tool and Supply Compan…$20M
End-of-year total assets ($M) among Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

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

Sponsor Plan History (Warehouse Direct Incorporated)

Sponsor-wide plan assets over time

All Warehouse Direct Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.10530647816404% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.6M $19.8M ▲ +45.1%
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.

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019780233 · Participants: 343Warehouse Direct Incorporated 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Adswerve Inc. 401(k) Plan in CO ($20M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Direct Incorporated 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust grew sharply - up 18.1% during 2024, from $17M to $20M. Reported net income was $3M.
How have Warehouse Direct Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warehouse Direct Incorporated's sponsor-wide assets grew 45.1%, from $14M to $20M.
Which 401(k) plans are similar in size to Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Adswerve Inc. 401(k) Plan in CO ($20M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Warehouse Direct Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M 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 363036801.

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.