401(k) · DOL Form 5500 · 2022
Board of Trustees, Northwest Carpenters Individual 401(k) Plan
Data updated 2026-08-25
- $594M
- Total assets Above avg plan size
- 26,585
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $22,327
- Avg per participant Low balance/head
Official DOL plan name: Northwest Carpenters Individual Account Pension Plan · Sponsored by Board of Trustees, Northwest Carpenters Individual · Washington · Finance & Insurance
$594M in assets, 26,585 participants
Board of Trustees, Northwest Carpenters Individual's Northwest Carpenters Individual Account Pension Plan reported $594M in total assets and 26,585 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,947 in Finance & Insurance (9,261 peers)
Coverage in Washington
Northwest Carpenters Individual Account Pension Plan covers 26,585 participants in Washington, 18x the typical Washington plan (state average ~1,476 per filing). Assets: $594M.
- #8,947
- in Finance & Insurance (9,261 peers)
- -11.4%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwest Carpenters Individual Account Pension Plan's outsized position by total assets
Northwest Carpenters Individual Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$593,566,103 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northwest Carpenters Individual Account Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Carpenters Individual Account Pension Plan is a mega filing (26,585 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 911160641 · Board of Trustees, Northwest Carpenters Individual PY 2022 · 401(k)
Northwest Carpenters Individual Account Pension Plan · $594M · 26,585 · 98th
- PART $594M
- TYPE 26,585
- NET 98th
- BOOK 401(k)
- VS-ST near Lazard Freres & Co. LLC Employees' Savings Plan
- BOY ind #8947
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 →
Northwest Carpenters Individual Account Pension Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $670M |
|---|---|
| Net Assets (End of Year) | $593M |
| Net Income | -$76M |
| Employer EIN | 911160641 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Northwest Carpenters Individual)
Sponsor-wide plan assets over time
All Board of Trustees, Northwest Carpenters Individual plans reported in each filing year
- Latest sponsor-wide plan assets
- $708M 19.241121995135224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26,585 | $594M |
| 2023 | 1 | 25,484 | $676M |
| 2024 | 1 | 10,880 | $708M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Scale composition for Northwest Carpenters Individual Account Pension Plan
Northwest Carpenters Individual Account Pension Plan reports $594M in end-of-year assets across 26,585 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $22,327 per participant (16% of the national average assets-per-participant) . Net income for plan year 2022 was -$76M.
This plan identity (EIN 911160641, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $594M to $708M (+19.2%) while covered participants moved from 26,585 to 10,880 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 26,585 | $594M | This page |
| 2023 | 25,484 | $676M | Open filing |
| 2024 · index core | 10,880 | $708M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Northwest Carpenters Individual Account Pension Plan (401(k), $708M, 10,880 participants)
Northwest Carpenters Individual Account Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Lazard Freres & Co. LLC Employees' Savings Plan in NY ($594M); by covered participants it is West Valley Staffing Group 401(k) Plan in CA (26,593 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($594M here).
- Lazard Freres & Co. LLC Employees' Savings Plan (NY) $594M · 1,548
- Camc Health System Basic Retirement Plan (WV) $594M · N/A
- Arconic Corp. Hourly 401(k) Plan (PA) $593M · 5,084
- Fair Isaac 401(k) Plan (CA) $595M · 1,310
Similar participant headcount
Nearest other-state filings by covered participants (26,585 participants); asset peers above are excluded.
- West Valley Staffing Group 401(k) Plan (CA) 26,593 · 8 off
- Encompass Health Corporation Retirement Investment Plan (AL) 26,602 · 17 off
- Fiserv 401(k) Savings Plan (WI) 26,610 · 25 off
- Northwell Health 401(k) Plan (NY) 26,650 · 65 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.