Defined Benefit (Pension) · DOL Form 5500 · 2022

Wa-Id-Mt Carpenters Employers Retirement Trust Fund Pension Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
3,732
Participants Above avg headcount
94th
Percentile by assets National rank
$33,197
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Wa-Id-Mt Carpenters Employers Retirement Trust · Sponsored by Wa-Id-Mt Carpenters Employers Retirement Trust Fund · Washington · Construction

$124M in assets, 3,732 participants

Wa-Id-Mt Carpenters Employers Retirement Trust Fund's Wa-Id-Mt Carpenters Employers Retirement Trust reported $124M in total assets and 3,732 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,199 in Construction (9,927 peers)

Coverage in Washington

Wa-Id-Mt Carpenters Employers Retirement Trust covers 3,732 participants in Washington, 2.5x the typical Washington plan (state average ~1,476 per filing). Assets: $124M.

#9,199
in Construction (9,927 peers)
-54.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Wa-Id-Mt Carpenters Employers Retirement Trust's outsized position by total assets

Wa-Id-Mt Carpenters Employers Retirement Trust vs every filed plan by assets

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

$123,891,709 Top 6% higher than 94% 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

Wa-Id-Mt Carpenters Employers Retirement Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wa-Id-Mt Carpenters Employers Retirement Trust lands in the large band (3,732 participants).

Plan-year Form 5500 strip

Filing strip 916123987 · Wa-Id-Mt Carpenters Employers Retirement Trust Fund PY 2022 · Defined Benefit (Pension)

Wa-Id-Mt Carpenters Employers Retirement Trust · $124M · 3,732 · 94th

  • EBSA $124M
  • PART 3,732
  • TYPE 94th
  • NET Defined Benefit (Pension)
  • BOOK near San Francisco Lithographers Pension Trust
  • VS-ST ind #9199

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 Construction retirement plans → · Plans in Washington →

Wa-Id-Mt Carpenters Employers Retirement Trust in the asset neighbourhood

Philadelphia Corporation for Aging Pension PlanPhiladelphia Corporation for…$124MSan Francisco Lithographers Pension TrustSan Francisco Lithographers …$124MWa-Id-Mt Carpenters Employers Retirement TrustWa-Id-Mt Carpenters Employer…$124MAtlanta Ironworkers Local #387 Pension PlanAtlanta Ironworkers Local #3…$124MWakefern Pension Plan$124M
End-of-year total assets ($M) among Wa-Id-Mt Carpenters Employers Retirement Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$272M
Net Assets (End of Year)N/A
Net Income-$40M
Employer EIN916123987
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Washington

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

Wa-Id-Mt Carpenters Employers Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wa-Id-Mt Carpenters Employers Retirement Trust, Total assets ($B): 0.123891709 · Participants: 3732Wa-Id-Mt Carpenters Employers Retirement TrustWestern 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
Wa-Id-Mt Carpenters Employers Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Wa-Id-Mt Carpenters Employers Retirement Trust side-by-side with 3 peers →

Wa-Id-Mt Carpenters Employers Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is San Francisco Lithographers Pension Trust in CA ($124M); by covered participants it is Local No. 1 Pension Trust Fund in IL (3,739 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,732 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 Wa-Id-Mt Carpenters Employers Retirement Trust assets move in 2022? ▼
Wa-Id-Mt Carpenters Employers Retirement Trust contracted severely - down 54.4% during 2022, from $272M to $124M. Reported net income was -$40M.
Where does Wa-Id-Mt Carpenters Employers Retirement Trust rank by assets among Form 5500 filers? ▼
Wa-Id-Mt Carpenters Employers Retirement Trust ranks in the 94th 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 Wa-Id-Mt Carpenters Employers Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Francisco Lithographers Pension Trust in CA ($124M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wa-Id-Mt Carpenters Employers Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local No. 1 Pension Trust Fund in IL (3,739 participants, $287M 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 916123987.

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.