Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Employers' - Warehousemen's Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 216
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $411,821
- Avg per participant High balance/head
Official DOL plan name: Employers' - Warehousemen's Pension Trust Fund · Sponsored by Board of Trustees, Employers' - Warehousemen's · California · Transportation & Warehousing
$89M in assets, 216 participants
Board of Trustees, Employers' - Warehousemen's's Employers' - Warehousemen's Pension Trust Fund reported $89M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,878 in Transportation & Warehousing (3,299 peers)
Coverage in California
Employers' - Warehousemen's Pension Trust Fund covers 216 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $89M.
- #2,878
- in Transportation & Warehousing (3,299 peers)
- +77.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Employers' - Warehousemen's Pension Trust Fund's outsized position by total assets
Employers' - Warehousemen's Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,953,291 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employers' - Warehousemen's Pension Trust 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. Employers' - Warehousemen's Pension Trust Fund sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employers' - Warehousemen's Pension Trust Fund reported net income rose from -$53K in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Employers' - Warehousemen's Pension Trust Fund end-of-year assets rose from $50M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Employers' - Warehousemen's Pension Trust Fund reported participants fell from 222 in the plan year 2023 filing to 216 in the plan year 2024 filing.
DOL schedule card
Filing strip 952238031 · Board of Trustees, Employers' - Warehousemen's PY 2024 · Defined Benefit (Pension)
Employers' - Warehousemen's Pension Trust Fund · $89M · 216 · 90th
- BOOK $89M
- VS-ST 216
- BOY 90th
- SCH Defined Benefit (Pension)
- EBSA near Society for Human Resource Management Pension Plan and Trust
- PART ind #2878
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 →
Employers' - Warehousemen's Pension Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $38M |
| Employer EIN | 952238031 |
| Plan Effective Date | 1959-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Employers' - Warehousemen's)
Sponsor-wide plan assets over time
All Board of Trustees, Employers' - Warehousemen's plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 76.81173544425152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $50M |
| 2023 | 1 | 222 | $50M |
| 2024 | 1 | 216 | $89M |
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 $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Employers' - Warehousemen's Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Society for Human Resource Management Pension Plan and Trust in VA ($89M); by covered participants it is Freight Drivers and Helpers Local Union No. 557 Pension Plan in MD (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Society for Human Resource Management Pension Plan and Trust (VA) $89M · 300
- Advansix Inc. Retirement Earnings Plan (NJ) $89M · 488
- SEIU Local No. 4 Pension Fund (IL) $89M · 8,277
- Koppers Inc. Retirement Plan (PA) $89M · 175
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Freight Drivers and Helpers Local Union No. 557 Pension Plan (MD) 216 · 0 off
- Young Brothers, Limited Pension Plan (HI) 216 · 0 off
- American Commercial Barge Line LLC Pension Plan (IN) 216 · 0 off
- Everest Reinsurance Retirement Plan (NJ) 215 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.