Other
2022 plan-year Other DOL Form 5500

Northwest Carpenters Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Northwest Carpenters Retirement · Washington · Construction

What the 2023 filing shows

Northwest Carpenters Retirement Plan holds $3.0B for 15,284 participants — about $194,476 per participant, down 8.5% over the 2022 plan year.

$3.0B
total plan assets (2022 EOY)
15,284
covered participants
$194,476
avg assets per participant
-8.5%
assets change YoY

The plan reported a net loss of $244M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3.0B
Participants
15,284
State
Industry
Construction

What the Filing Says About Northwest Carpenters Retirement Plan

Northwest Carpenters Retirement Plan is a Other retirement plan sponsored by Board of Trustees, Northwest Carpenters Retirement, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $3.0B in total end-of-year assets and covers 15,284 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 916029051, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.2B at the beginning of 2022 to $3.0B at year-end — a decline of 8.5%. Net assets (after liabilities) closed the year at $3.0B, with reported net income of $-244,487,745 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$3.2B
Total Assets (End of Year)$3.0B
Net Assets (End of Year)$3.0B
Net Income$-244,487,745
Plan TypeOther
Employer EIN916029051
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Northwest Carpenters Retirement)

Year Plans Participants Total Assets
2022 1 15,284 $3.0B
2023 1 15,892 $3.3B
2024 1 15,177 N/A

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Northwest Carpenters Retirement Plan?
As of the 2022 Form 5500 filing, Northwest Carpenters Retirement Plan holds $3.0B in total assets with 15,284 participants. It is sponsored by Board of Trustees, Northwest Carpenters Retirement.
What type of plan is Northwest Carpenters Retirement Plan?
Northwest Carpenters Retirement Plan is a Other plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 916029051.
Who sponsors the Northwest Carpenters Retirement Plan?
Northwest Carpenters Retirement Plan is sponsored by Board of Trustees, Northwest Carpenters Retirement, located in Washington. The sponsor's EIN is 916029051 and the plan operates in the Construction industry.
How did Northwest Carpenters Retirement Plan perform in 2022?
Northwest Carpenters Retirement Plan declined by 8.5% during 2022, moving from $3.2B to $3.0B in total assets. Net income was $-244,487,745.
Where can I find official filings for Northwest Carpenters Retirement Plan?
Official Form 5500 filings for Northwest Carpenters Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 916029051 or plan name at efast.dol.gov.
How does Northwest Carpenters Retirement Plan compare to other plans?
You can compare Northwest Carpenters Retirement Plan against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 916029051.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.