Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

WTB FINANCIAL CORPORATION PENSION PLAN

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

WTB FINANCIAL CORPORATION

This Defined Benefit (Pension) plan holds $78M in total assets and serves 104 participants as of 2022. It is sponsored by WTB FINANCIAL CORPORATION in Washington. The plan reported a net loss of $31M for the year.

Total Assets (2023)
$78M
Participants
104
State
Industry
Finance & Insurance

What the Filing Says About WTB FINANCIAL CORPORATION PENSION PLAN

WTB FINANCIAL CORPORATION PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by WTB FINANCIAL CORPORATION, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 104 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 911150490, and the plan has been effective since 1953-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $110M at the beginning of 2022 to $78M at year-end — a decline of 28.6%. Net assets (after liabilities) closed the year at $78M, with reported net income of $-31,323,664 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)$110M
Total Assets (End of Year)$78M
Net Assets (End of Year)$78M
Net Income$-31,323,664
Plan TypeDefined Benefit (Pension)
Employer EIN911150490
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WTB FINANCIAL CORPORATION)

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.

Frequently Asked Questions

How much money is in the WTB FINANCIAL CORPORATION PENSION PLAN?
As of the 2022 Form 5500 filing, WTB FINANCIAL CORPORATION PENSION PLAN holds $78M in total assets with 104 participants. It is sponsored by WTB FINANCIAL CORPORATION.
What type of plan is WTB FINANCIAL CORPORATION PENSION PLAN?
WTB FINANCIAL CORPORATION PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1953-07-01. The plan is filed with the U.S. Department of Labor under EIN 911150490.
Who sponsors the WTB FINANCIAL CORPORATION PENSION PLAN?
WTB FINANCIAL CORPORATION PENSION PLAN is sponsored by WTB FINANCIAL CORPORATION, located in Washington. The sponsor's EIN is 911150490 and the plan operates in the Finance & Insurance industry.
How did WTB FINANCIAL CORPORATION PENSION PLAN perform in 2022?
WTB FINANCIAL CORPORATION PENSION PLAN declined by 28.6% during 2022, moving from $110M to $78M in total assets. Net income was $-31,323,664.
Where can I find official filings for WTB FINANCIAL CORPORATION PENSION PLAN?
Official Form 5500 filings for WTB FINANCIAL CORPORATION PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911150490 or plan name at efast.dol.gov.
How does WTB FINANCIAL CORPORATION PENSION PLAN compare to other plans?
You can compare WTB FINANCIAL CORPORATION PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Washington 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 2022.

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

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.