Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Sound Variable Annuity Pension Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 47,589
- Participants Very large workforce
- 89th
- Percentile by assets National rank
- $1,234
- Avg per participant Low balance/head
Official DOL plan name: Sound Variable Annuity Pension Trust · Sponsored by Board of Trustees, Sound Variable Annuity · Washington · Retail Trade
$59M in assets, 47,589 participants
Board of Trustees, Sound Variable Annuity's Sound Variable Annuity Pension Trust reported $59M in total assets and 47,589 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #8,971 in Retail Trade (9,519 peers)
Coverage in Washington
Sound Variable Annuity Pension Trust covers 47,589 participants in Washington, 32x the typical Washington plan (state average ~1,476 per filing). Assets: $59M.
- #8,971
- in Retail Trade (9,519 peers)
- +240.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Sound Variable Annuity Pension Trust's outsized position by total assets
Sound Variable Annuity Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$58,736,643 Top 11% higher than 89% 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
Sound Variable Annuity Pension Trust'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. Sound Variable Annuity Pension Trust is a mega filing (47,589 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 863278029 · Board of Trustees, Sound Variable Annuity PY 2022 · Defined Benefit (Pension)
Sound Variable Annuity Pension Trust · $59M · 47,589 · 89th
- SCH $59M
- EBSA 47,589
- PART 89th
- TYPE Defined Benefit (Pension)
- NET near Foodland Super Market, Ltd. Pension Plan
- BOOK ind #8971
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 Retail Trade retirement plans → · Plans in Washington →
Sound Variable Annuity Pension Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $42M |
| Employer EIN | 863278029 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sound Variable Annuity)
Sponsor-wide plan assets over time
All Board of Trustees, Sound Variable Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 138.6379487162724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47,589 | $59M |
| 2023 | 1 | 66,669 | $98M |
| 2024 | 1 | 81,755 | $140M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) 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
- The Boeing Company Employee Retirement Plan $17.1B · 34,972
- Northwest Carpenters Retirement Plan $3.0B · 15,284
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $2.8B · 8,083
Scale composition for Sound Variable Annuity Pension Trust
Sound Variable Annuity Pension Trust reports $59M in end-of-year assets across 47,589 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.051% of 93,925,755 covered participants) - about $1,234 per participant (1% of the national average assets-per-participant) . Net income for plan year 2022 was $42M.
This plan identity (EIN 863278029, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $59M to $140M (+138.6%) while covered participants moved from 47,589 to 81,755 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 47,589 | $59M | This page |
| 2023 | 66,669 | $98M | Open filing |
| 2024 · index core | 81,755 | $140M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sound Variable Annuity Pension Trust (Defined Benefit (Pension), $140M, 81,755 participants)
Sound Variable Annuity Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Foodland Super Market, Ltd. Pension Plan in HI ($59M); by covered participants it is Deloitte Pension Plan in NY (48,625 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (47,589 participants); asset peers above are excluded.
- Deloitte Pension Plan (NY) 48,625 · 1,036 off
- State Farm Insurance Companies Retirement Plan for United States Employees (IL) 49,052 · 1,463 off
- Kaiser Permanente Retirement Plan for Scpmg (CA) 45,962 · 1,627 off
- Central States, Southeast & Southwest Areas Pension Plan (IL) 50,096 · 2,507 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.