WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST FUND
This Other plan holds $124M in total assets and serves 3,732 participants as of 2022. It is sponsored by WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST FUND in Washington. The plan reported a net loss of $40M for the year.
What the Filing Says About WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST
WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST is a Other retirement plan sponsored by WA-ID-MT CARPENTERS EMPLOYERS RETIREMENT TRUST FUND, headquartered in Washington. As of the 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 moved from $272M at the beginning of 2022 to $124M at year-end — a decline of 54.4%. Net assets (after liabilities) closed the year at N/A, with reported net income of $-40,497,493 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.
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) | $272M |
| Total Assets (End of Year) | $124M |
| Net Assets (End of Year) | N/A |
| Net Income | $-40,497,493 |
| 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 $57.4B · 229,511
- THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY $25.0B · 31,566
- NORTHWEST CARPENTERS RETIREMENT PLAN $3.3B · 15,892
- LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN $3.1B · 8,339
- SCHWEITZER ENGINEERING LABORATORIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN $3.0B · 3,694
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Frequently Asked Questions
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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.