Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Sound Retirement Trust Pension Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 105,428
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $24,675
- Avg per participant Low balance/head
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.
- #9,492 in Retail Trade (9,519 peers)
Coverage in Washington
Sound Retirement Trust covers 105,428 participants in Washington, 71x the typical Washington plan (state average ~1,476 per filing). Assets: $2.6B.
- #9,492
- in Retail Trade (9,519 peers)
- +3.6%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
Sound Retirement Trust's outsized position by total assets
Sound Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,601,458,108 Highest reported value at or above every one 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 Retirement 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 Retirement Trust is a mega filing (105,428 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 916069306 · Board of Trustees, Sound Retirement Trust PY 2022 · Defined Benefit (Pension)
Sound Retirement Trust · $2.6B · 105,428 · 100th
- RANK $2.6B
- RANK 105,428
- RANK 100th
- RANK Defined Benefit (Pension)
- RANK near American Airlines, Inc. Pilot Retirement Benefit Program
- RANK ind #9492
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 Retirement Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $56M |
| Employer EIN | 916069306 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sound Retirement Trust)
Sponsor-wide plan assets over time
All Board of Trustees, Sound Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.7B 3.934719367005083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105,428 | $2.6B |
| 2023 | 1 | 93,701 | $2.6B |
| 2024 | 1 | 75,402 | $2.7B |
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 Retirement Trust
Sound Retirement Trust reports $2.6B in end-of-year assets across 105,428 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $24,675 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was $56M.
This plan identity (EIN 916069306, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.6B to $2.7B (+3.9%) while covered participants moved from 105,428 to 75,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 105,428 | $2.6B | This page |
| 2023 | 93,701 | $2.6B | Open filing |
| 2024 · index core | 75,402 | $2.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sound Retirement Trust (Defined Benefit (Pension), $2.7B, 75,402 participants)
Sound Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is American Airlines, Inc. Pilot Retirement Benefit Program in TX ($2.6B); by covered participants it is JPMorgan Chase Retirement Plan in NJ (102,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- American Airlines, Inc. Pilot Retirement Benefit Program (TX) $2.6B · 6,074
- General Dynamics Retirement Plan (Electric Boat) (VA) $2.6B · 5,557
- Time Warner Cable Pension Plan (NC) $2.6B · 18,624
- Caterpillar Inc. Non-Contributory Pension Plan (TX) $2.6B · 2,066
Similar participant headcount
Nearest other-state filings by covered participants (105,428 participants); asset peers above are excluded.
- JPMorgan Chase Retirement Plan (NJ) 102,340 · 3,088 off
- Central Pension Fund of the Iuoe & Participating Employers (DC) 97,285 · 8,143 off
- Iam National Pension Fund (DC) 94,512 · 10,916 off
- AT&T Pension Benefit Plan (TX) 119,463 · 14,035 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.