Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Sound Retirement Trust Pension Plan

Data updated 2026-08-06

$2.6B
Total assets
105,428
Participants
100th
Percentile by assets
$24,675
Avg per participant
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Official DOL plan name: Sound Retirement Trust · Sponsored by Board of Trustees, Sound Retirement Trust · Washington · Retail Trade

$2.6B in assets, 105,428 participants

Board of Trustees, Sound Retirement Trust's Sound Retirement Trust reported $2.6B in total assets and 105,428 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 139,258 plans)
  • #9,500 in Retail Trade (9,527 peers)

Coverage in Washington

Sound Retirement Trust covers 105,428 participants in Washington, 72x the typical Washington plan (state average ~1,466 per filing). Assets: $2.6B.

$2.6B
total plan assets (2022 EOY)
105,428
covered participants
100th
percentile by assets (of 139,258 plans)
$24,675
avg assets per participant
State
Industry

Participants vs Washington filers

In Washington, the average filing covers about 1,466 participants across 2,450 plans. Sound Retirement Trust reports 105,428 participants - 72x that state average ($2.6B EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$2.5B
Net Assets (End of Year)$2.5B
Net Income$56M
Employer EIN916069306
Plan Effective Date1965-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Sound Retirement Trust)

$2.6B 20222023 $2.6B $2.6B ▲ +0.0%
Total plan assets by year, all Board of Trustees, Sound Retirement Trust plans on file
Year Plans Participants Total Assets
2022 1 105,428 $2.6B
2023 1 93,701 $2.6B

Nearby Defined Benefit (Pension) Plans in Washington

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

Sound Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Sound Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 0204060 Total assets ($B) Participants Sound Retirement TrustWestern Conference o…The Pension Value Pl…The Boeing Company E…Northwest Carpenters…Locals 302 & 612 of …
Sound Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sound Retirement Trust by total assets, not by location.

Frequently Asked Questions

How did Sound Retirement Trust assets move in 2022?
Sound Retirement Trust edged up modestly - up 3.6% during 2022, from $2.5B to $2.6B. Reported net income was $56M.
How have Board of Trustees, Sound Retirement Trust plan assets changed over time?
Across 2 plan years on file (2022-2023), Board of Trustees, Sound Retirement Trust's sponsor-wide assets declined 0.2%, from $2.6B to $2.6B.
Where does Sound Retirement Trust rank by assets among Form 5500 filers?
Sound Retirement Trust ranks in the 100th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Sound Retirement Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Airlines, Inc. Pilot Retirement Benefit Program in TX ($2.6B, 6,074 participants).

Filing takeaways

Ways to act on Sound Retirement Trust's numbers.

  • By total assets, Sound Retirement Trust ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
  • Board of Trustees, Sound Retirement Trust's sponsor-wide assets have declined 0.2% since 2022 across 2 plan years on file. More Retail Trade plans