Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Sound Retirement Trust Pension Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 93,701
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $27,705
- 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, 93,701 participants
Board of Trustees, Sound Retirement Trust's Sound Retirement Trust reported $2.6B in total assets and 93,701 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,383 in Retail Trade (8,414 peers)
Coverage in Washington
Sound Retirement Trust covers 93,701 participants in Washington, 63x the typical Washington plan (state average ~1,476 per filing). Assets: $2.6B.
- #8,383
- in Retail Trade (8,414 peers)
- -0.2%
- assets change 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 2023 · DOL Form 5500
$2,596,008,080 Top 1% higher than 99% 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
Sound Retirement Trust'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. Sound Retirement Trust is a mega filing (93,701 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sound Retirement Trust reported net income fell from $56M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Sound Retirement Trust reported participants fell from 105,428 in the plan year 2022 filing to 93,701 in the plan year 2023 filing.
- Sound Retirement Trust end-of-year assets fell from $2.6B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 916069306 · Board of Trustees, Sound Retirement Trust PY 2023 · Defined Benefit (Pension)
Sound Retirement Trust · $2.6B · 93,701 · 99th
- EIN $2.6B
- EIN 93,701
- EIN 99th
- EIN Defined Benefit (Pension)
- EIN near Massmutual Pension Plan
- EIN ind #8383
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) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $6M |
| 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 $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
Scale composition for Sound Retirement Trust
Sound Retirement Trust reports $2.6B in end-of-year assets across 93,701 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.100% of 93,925,755 covered participants) - about $27,705 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $6M.
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 | Open filing |
| 2023 | 93,701 | $2.6B | This page |
| 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 Massmutual Pension Plan in MA ($2.6B); by covered participants it is Iam National Pension Fund in DC (92,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- Massmutual Pension Plan (MA) $2.6B · 14,462
- Burlington Northern Santa Fe Retirement Plan (TX) $2.6B · 5,122
- Pension Plan for Eaton Corporation Employees (OH) $2.6B · 8,916
- Caterpillar Inc. Non-Contributory Pension Plan (TX) $2.6B · 1,921
Similar participant headcount
Nearest other-state filings by covered participants (93,701 participants); asset peers above are excluded.
- Iam National Pension Fund (DC) 92,151 · 1,550 off
- JPMorgan Chase Retirement Plan (NJ) 90,644 · 3,057 off
- S.E.I.U. National Industry Pension Fund (DC) 89,257 · 4,444 off
- Central Pension Fund of the Iuoe & Participating Employers (DC) 100,627 · 6,926 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.