Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION

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

WASHINGTON EDUCATION ASSOCIATION

This Defined Benefit (Pension) plan holds $179M in total assets and serves 181 participants as of 2023. It is sponsored by WASHINGTON EDUCATION ASSOCIATION in Washington. The plan reported positive net income of $21M for the year.

Total Assets (2023)
$179M
Participants
181
State
Industry
Other Services

What the Filing Says About STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION

STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION is a Defined Benefit (Pension) retirement plan sponsored by WASHINGTON EDUCATION ASSOCIATION, headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $179M in total end-of-year assets and covers 181 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 910460645, and the plan has been effective since 1957-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $159M at the beginning of 2023 to $179M at year-end — a gain of 12.9%. Net assets (after liabilities) closed the year at $179M, with reported net income of $21M 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)$159M
Total Assets (End of Year)$179M
Net Assets (End of Year)$179M
Net Income$21M
Plan TypeDefined Benefit (Pension)
Employer EIN910460645
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WASHINGTON EDUCATION ASSOCIATION)

Year Plans Participants Total Assets
2022 2 357 $219M
2023 2 371 $251M
2024 1 243 $81M

Nearby Defined Benefit (Pension) Plans in Washington

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

Frequently Asked Questions

How much money is in the STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION?
As of the 2023 Form 5500 filing, STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION holds $179M in total assets with 181 participants. It is sponsored by WASHINGTON EDUCATION ASSOCIATION.
What type of plan is STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION?
STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION is a Defined Benefit (Pension) plan. It has been effective since 1957-09-01. The plan is filed with the U.S. Department of Labor under EIN 910460645.
Who sponsors the STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION?
STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION is sponsored by WASHINGTON EDUCATION ASSOCIATION, located in Washington. The sponsor's EIN is 910460645 and the plan operates in the Other Services industry.
How did STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION perform in 2023?
STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION grew by 12.9% during 2023, moving from $159M to $179M in total assets. Net income was $21M.
Where can I find official filings for STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION?
Official Form 5500 filings for STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910460645 or plan name at efast.dol.gov.
How does STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION compare to other plans?
You can compare STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION against other Defined Benefit (Pension) 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 910460645.

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 official public datasets. See our methodology for details.