Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Pacific Coast Benefits Trust Fund Money Purchase Plan

Data updated 2026-08-25

$786M
Total assets Above avg plan size
55,426
Participants Very large workforce
98th
Percentile by assets National rank
$14,187
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pacific Coast Benefits Trust Fund · Sponsored by Board of Trustees, Pacific Coast Benefits Trust Fund · Washington · Transportation & Warehousing

$786M in assets, 55,426 participants

Board of Trustees, Pacific Coast Benefits Trust Fund's Pacific Coast Benefits Trust Fund reported $786M in total assets and 55,426 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.

  • #3,268 in Transportation & Warehousing (3,362 peers)

Coverage in Washington

Pacific Coast Benefits Trust Fund covers 55,426 participants in Washington, 38x the typical Washington plan (state average ~1,476 per filing). Assets: $786M.

#3,268
in Transportation & Warehousing (3,362 peers)
+7.6%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Pacific Coast Benefits Trust Fund's outsized position by total assets

Pacific Coast Benefits Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$786,317,752 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

Pacific Coast Benefits Trust Fund'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. Pacific Coast Benefits Trust Fund is a mega filing (55,426 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Coast Benefits Trust Fund reported net income rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Pacific Coast Benefits Trust Fund end-of-year assets rose from $731M in the plan year 2022 filing to $786M in the plan year 2023 filing.
  • Pacific Coast Benefits Trust Fund reported participants fell from 59,247 in the plan year 2022 filing to 55,426 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911032878 · Board of Trustees, Pacific Coast Benefits Trust Fund PY 2023 · Money Purchase

Pacific Coast Benefits Trust Fund · $786M · 55,426 · 98th

  • EOY $786M
  • EOY 55,426
  • EOY 98th
  • EOY Money Purchase
  • EOY near Nysa-Ila Money Purchase Pension Fund and Plan
  • EOY ind #3268

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 Transportation & Warehousing retirement plans → · Plans in Washington →

Pacific Coast Benefits Trust Fund in the asset neighbourhood

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$820MKaiser Permanente Supplemental Savings and Retirement Plan for ScpmgKaiser Permanente Supplement…$803MNysa-Ila Money Purchase Pension Fund and PlanNysa-Ila Money Purchase Pens…$787MPacific Coast Benefits Trust FundPacific Coast Benefits Trust…$786MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$751M
End-of-year total assets ($M) among Pacific Coast Benefits Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$731M
Net Assets (End of Year)$784M
Net Income$53M
Employer EIN911032878
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Pacific Coast Benefits Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Pacific Coast Benefits Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$838M 14.696634289895053% vs 2022
2024 filing year
$700M$750M$800M$850M 202220232024 $731M $838M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 59,247 $731M
2023 1 55,426 $786M
2024 1 49,727 $838M

Nearby Money Purchase Plans in Washington

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Pacific Coast Benefits Trust Fund vs. nearby Money Purchase plans in Washington, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02004006008001000 Total assets ($M) Participants Pacific Coast Benefits Trust Fund, Total assets ($M): 786.317752 · Participants: 55426Pacific Coast Benefits Trust FundThe Association of University Physicians Pension Plan, Total assets ($M): 437.438087 · Participants: 2598The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 420.941737 · Participants: 5901112/73 Retirement Plan NECA-IBEWCarrix, Inc. Retirement Plan, Total assets ($M): 327.594514 · Participants: 1512Carrix, Inc. Retirement PlanChildren's University Medical Group Pension Plan, Total assets ($M): 225.610005 · Participants: 845Children's University Medical Group Pension PlanLocal 191 I.B.E.W. Money Purchase Plan, Total assets ($M): 214.886229 · Participants: 4092Local 191 I.B.E.W. Money Purchase Plan
Pacific Coast Benefits Trust Fund vs. nearby Money Purchase plans in Washington, assets vs. participants
Compare Pacific Coast Benefits Trust Fund side-by-side with 3 peers →

Scale composition for Pacific Coast Benefits Trust Fund

Pacific Coast Benefits Trust Fund reports $786M in end-of-year assets across 55,426 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.059% of 93,925,755 covered participants) - about $14,187 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $53M.

This plan identity (EIN 911032878, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $731M to $838M (+14.7%) while covered participants moved from 59,247 to 49,727 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 59,247 $731M Open filing
2023 55,426 $786M This page
2024 · index core 49,727 $838M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pacific Coast Benefits Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside Washington, the nearest Money Purchase by assets is Nysa-Ila Money Purchase Pension Fund and Plan in NJ ($787M); by covered participants it is The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan in OH (47,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55,426 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 Pacific Coast Benefits Trust Fund assets move in 2023? ▼
Pacific Coast Benefits Trust Fund grew at a solid clip - up 7.6% during 2023, from $731M to $786M. Reported net income was $53M.
How have Board of Trustees, Pacific Coast Benefits Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Pacific Coast Benefits Trust Fund's sponsor-wide assets grew 14.7%, from $731M to $838M.
Where does Pacific Coast Benefits Trust Fund rank by assets among Form 5500 filers? ▼
Pacific Coast Benefits Trust Fund 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 Money Purchase plans are similar in size to Pacific Coast Benefits Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Nysa-Ila Money Purchase Pension Fund and Plan in NJ ($787M, 4,634 participants).
Which Money Purchase plans cover a similar participant headcount to Pacific Coast Benefits Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan in OH (47,282 participants, $1.6B 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 911032878.

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.