Other · DOL Form 5500 · 2022
Wa-Id-Mt Carpenters Employers Retirement Trust
Data updated 2026-05-15
- $124M
- Total assets
- 3,732
- Participants
- 94th
- Percentile by assets
- $33,197
- Avg per participant
Sponsored by Wa-Id-Mt Carpenters Employers Retirement Trust Fund · Washington · Construction
What the 2022 filing shows
Wa-Id-Mt Carpenters Employers Retirement Trust holds $124M for 3,732 participants - about $33,197 per participant, in the top 10% of all filed plans by assets, down 54.4% over the 2022 plan year.
- $124M
- total plan assets (2022 EOY)
- 3,732
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $33,197
- avg assets per participant
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2022
What the Filing Says About Wa-Id-Mt Carpenters Employers Retirement Trust
Wa-Id-Mt Carpenters Employers Retirement Trust is an Other retirement plan sponsored by Wa-Id-Mt Carpenters Employers Retirement Trust Fund, headquartered in Washington. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $124M in total end-of-year assets and covers 3,732 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 916123987, and the plan has been effective since 1966-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $272M at the beginning of 2022 to $124M at year-end - down 54.4%. Net assets (after liabilities) closed the year at N/A, with reported net income of -$40M 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.
By assets, Wa-Id-Mt Carpenters Employers Retirement Trust outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M and 730 average participants.
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.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Wa-Id-Mt Carpenters Employers Retirement Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $272M |
|---|---|
| Total Assets (End of Year) | $124M |
| Net Assets (End of Year) | N/A |
| Net Income | -$40M |
| Plan Type | Other |
| Employer EIN | 916123987 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $53.7B · 226,505
- The Pension Value Plan for Employees of the Boeing Company $25.2B · 34,042
- Northwest Carpenters Retirement Plan $3.0B · 15,284
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $2.8B · 8,083
- Boeing North American Retirement Plan $2.5B · 152
Frequently Asked Questions
How much money is in the Wa-Id-Mt Carpenters Employers Retirement Trust? ▼
What type of plan is Wa-Id-Mt Carpenters Employers Retirement Trust? ▼
Who sponsors the Wa-Id-Mt Carpenters Employers Retirement Trust? ▼
How did Wa-Id-Mt Carpenters Employers Retirement Trust perform in 2022? ▼
What this filing means
Ways to act on Wa-Id-Mt Carpenters Employers Retirement Trust's numbers.
- By total assets, Wa-Id-Mt Carpenters Employers Retirement Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 916123987.
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.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.