Defined Benefit (Pension) · DOL Form 5500 · 2023
Intermountain Retail Store Employees Pension Plan Board of Trustees Pension Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 3,762
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $54,897
- Avg per participant Low balance/head
Official DOL plan name: Intermountain Retail Store Employees Pension Plan · Sponsored by Intermountain Retail Store Employees Pension Plan Board of Trustees · Washington · Retail Trade
$207M in assets, 3,762 participants
Intermountain Retail Store Employees Pension Plan Board of Trustees's Intermountain Retail Store Employees Pension Plan reported $207M in total assets and 3,762 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,172 in Retail Trade (8,414 peers)
Coverage in Washington
Intermountain Retail Store Employees Pension Plan covers 3,762 participants in Washington, 2.5x the typical Washington plan (state average ~1,476 per filing). Assets: $207M.
- #8,172
- in Retail Trade (8,414 peers)
- +10.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Intermountain Retail Store Employees Pension Plan's outsized position by total assets
Intermountain Retail Store Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$206,524,208 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Intermountain Retail Store Employees Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermountain Retail Store Employees Pension Plan lands in the large band (3,762 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Intermountain Retail Store Employees Pension Plan reported net income rose from $4M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Intermountain Retail Store Employees Pension Plan end-of-year assets rose from $187M in the plan year 2022 filing to $207M in the plan year 2023 filing.
- Intermountain Retail Store Employees Pension Plan reported participants fell from 3,823 in the plan year 2022 filing to 3,762 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 916187192 · Intermountain Retail Store Employees Pension Plan Board of Trustees PY 2023 · Defined Benefit (Pension)
Intermountain Retail Store Employees Pension Plan · $207M · 3,762 · 95th
- ASSETS $207M
- PCT 3,762
- EIN 95th
- RANK Defined Benefit (Pension)
- PHOTO near Hope Gas Pension Plan
- IND ind #8172
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 →
Intermountain Retail Store Employees Pension Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $19M |
| Employer EIN | 916187192 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Retail Store Employees Pension Plan Board of Trustees)
Sponsor-wide plan assets over time
All Intermountain Retail Store Employees Pension Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 19.168484963974514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,823 | $187M |
| 2023 | 1 | 3,762 | $207M |
| 2024 | 1 | 3,644 | $223M |
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 $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Intermountain Retail Store Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Hope Gas Pension Plan in WV ($207M); by covered participants it is Snap-on Incorporated Retirement Plan in WI (3,761 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Hope Gas Pension Plan (WV) $207M · 269
- Teamsters' Construction Industry & Misc Pension Fund (PA) $207M · 851
- Michiana Area Electrical Workers Pension Fund (MI) $206M · 905
- Hagerstown Motor Carriers and Teamsters Pension Plan (MD) $207M · 503
Similar participant headcount
Nearest other-state filings by covered participants (3,762 participants); asset peers above are excluded.
- Snap-on Incorporated Retirement Plan (WI) 3,761 · 1 off
- Visa Retirement Plan (CA) 3,769 · 7 off
- Ufcw Local 1500 Pension Plan (NY) 3,752 · 10 off
- Constellation Employee Pension Plan (PA) 3,748 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.