401(k) · DOL Form 5500 · 2023

Board of Trustees, Northwest Carpenters Individual 401(k) Plan

Data updated 2026-08-25

$676M
Total assets Above avg plan size
25,484
Participants Very large workforce
98th
Percentile by assets National rank
$26,512
Avg per participant Low balance/head
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Official DOL plan name: Northwest Carpenters Individual Account Pension Plan · Sponsored by Board of Trustees, Northwest Carpenters Individual · Washington · Finance & Insurance

$676M in assets, 25,484 participants

Board of Trustees, Northwest Carpenters Individual's Northwest Carpenters Individual Account Pension Plan reported $676M in total assets and 25,484 participants in its 2023 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.

  • #8,550 in Finance & Insurance (8,869 peers)

Coverage in Washington

Northwest Carpenters Individual Account Pension Plan covers 25,484 participants in Washington, 17x the typical Washington plan (state average ~1,476 per filing). Assets: $676M.

#8,550
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
6.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$675,626,626 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Northwest Carpenters Individual Account Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 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 (25,484 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwest Carpenters Individual Account Pension Plan reported net income rose from -$76M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Northwest Carpenters Individual Account Pension Plan end-of-year assets rose from $594M in the plan year 2022 filing to $676M in the plan year 2023 filing.
  • Northwest Carpenters Individual Account Pension Plan reported participants fell from 26,585 in the plan year 2022 filing to 25,484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911160641 · Board of Trustees, Northwest Carpenters Individual PY 2023 · 401(k)

Northwest Carpenters Individual Account Pension Plan · $676M · 25,484 · 98th

  • TYPE $676M
  • NET 25,484
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Mintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement Plan
  • SCH ind #8550

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

Lutron Retirement Plan$677MSelective Insurance Retirement Savings PlanSelective Insurance Retireme…$677MMintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement PlanMintz Levin Cohn Ferris Glov…$676MNorthwest Carpenters Individual Account Pension PlanNorthwest Carpenters Individ…$676MThe Whiting-Turner Contracting Company 401(k) PlanThe Whiting-Turner Contracti…$675M
End-of-year total assets ($M) among Northwest Carpenters Individual Account Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$594M
Net Assets (End of Year)$676M
Net Income$82M
Employer EIN911160641
Plan Effective Date1981-06-01
Filing StatusFILING 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
$550M$600M$650M$700M$750M 202220232024 $594M $708M ▲ +19.2%
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.

Northwest Carpenters Individual Account Pension Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -20020406080 Total assets ($B) Participants Northwest Carpenters Individual Account Pension Plan, Total assets ($B): 0.675626626 · Participants: 25484Northwest Carpenters Individual Account Pension PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Northwest Carpenters Individual Account Pension Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Northwest Carpenters Individual Account Pension Plan side-by-side with 3 peers →

Scale composition for Northwest Carpenters Individual Account Pension Plan

Northwest Carpenters Individual Account Pension Plan reports $676M in end-of-year assets across 25,484 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $26,512 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $82M.

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 Open filing
2023 25,484 $676M This page
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's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Mintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement Plan in MA ($676M); by covered participants it is Unfi 401(k) Plan in RI (25,475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25,484 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwest Carpenters Individual Account Pension Plan assets move in 2023? ▼
Northwest Carpenters Individual Account Pension Plan grew at a solid clip - up 13.8% during 2023, from $594M to $676M. Reported net income was $82M.
How have Board of Trustees, Northwest Carpenters Individual plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Northwest Carpenters Individual's sponsor-wide assets grew 19.2%, from $594M to $708M.
Where does Northwest Carpenters Individual Account Pension Plan rank by assets among Form 5500 filers? ▼
Northwest Carpenters Individual Account Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Northwest Carpenters Individual Account Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement Plan in MA ($676M, 1,065 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Carpenters Individual Account Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unfi 401(k) Plan in RI (25,475 participants, $2.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911160641.

Read our methodology - how this data is sourced, computed, and verified.

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