Defined Benefit (Pension) · DOL Form 5500 · 2022

Wtb Financial Corporation Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
104
Participants Small participant base
91st
Percentile by assets National rank
$753,557
Avg per participant High balance/head
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Official DOL plan name: Wtb Financial Corporation Pension Plan · Sponsored by Wtb Financial Corporation · Washington · Finance & Insurance

$78M in assets, 104 participants

Wtb Financial Corporation's Wtb Financial Corporation Pension Plan reported $78M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,968 in Finance & Insurance (9,261 peers)

Coverage in Washington

Wtb Financial Corporation Pension Plan covers 104 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $78M.

#7,968
in Finance & Insurance (9,261 peers)
-28.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wtb Financial Corporation Pension Plan's outsized position by total assets

Wtb Financial Corporation Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$78,369,970 Top 9% higher than 91% of 139,123 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 2022

Wtb Financial Corporation Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtb Financial Corporation Pension Plan sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 911150490 · Wtb Financial Corporation PY 2022 · Defined Benefit (Pension)

Wtb Financial Corporation Pension Plan · $78M · 104 · 91st

  • BOOK $78M
  • VS-ST 104
  • BOY 91st
  • SCH Defined Benefit (Pension)
  • EBSA near Wolters Kluwer Cch, Springhouse and Waverly Pension Plan
  • PART ind #7968

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 Finance & Insurance retirement plans → · Plans in Washington →

Wtb Financial Corporation Pension Plan in the asset neighbourhood

Virginia Credit Union, Inc. Defined Benefit PlanVirginia Credit Union, Inc. …$78MWtb Financial Corporation Pension PlanWtb Financial Corporation Pe…$78MWolters Kluwer Cch, Springhouse and Waverly Pension PlanWolters Kluwer Cch, Springho…$78MLocal 475 Pension Plan$78MMichigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension PlanMichigan Upper Peninsula Int…$78M
End-of-year total assets ($M) among Wtb Financial Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$78M
Net Income-$31M
Employer EIN911150490
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wtb Financial Corporation)

Sponsor-wide plan assets over time

All Wtb Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$76M 2.4690005623327407% vs 2022
2024 filing year
$76M$78M$80M$82M 202220232024 $78.4M $76.4M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 104 $78M
2023 1 96 $81M
2024 1 88 $76M

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wtb Financial Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wtb Financial Corporation Pension Plan, Total assets ($B): 0.07836997 · Participants: 104Wtb Financial Corporation Pension PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 53.719854718 · Participants: 226505Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.232670781 · Participants: 34042The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 17.057699432 · Participants: 34972The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 2.972366874 · Participants: 15284Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 2.815845616 · Participants: 8083Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Wtb Financial Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Wtb Financial Corporation Pension Plan side-by-side with 3 peers →

Wtb Financial Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Wolters Kluwer Cch, Springhouse and Waverly Pension Plan in IL ($78M); by covered participants it is Teg Federal Credit Union Retirement Pension Plan in NY (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wtb Financial Corporation Pension Plan assets move in 2022? ▼
Wtb Financial Corporation Pension Plan declined sharply - down 28.6% during 2022, from $110M to $78M. Reported net income was -$31M.
How have Wtb Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wtb Financial Corporation's sponsor-wide assets declined 2.5%, from $78M to $76M.
Where does Wtb Financial Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Wtb Financial Corporation Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wtb Financial Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wolters Kluwer Cch, Springhouse and Waverly Pension Plan in IL ($78M, 365 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wtb Financial Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teg Federal Credit Union Retirement Pension Plan in NY (104 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911150490.

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.