Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$838M
Total assets Above avg plan size
49,727
Participants Very large workforce
98th
Percentile by assets National rank
$16,859
Avg per participant Low balance/head
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Official DOL plan name: Pacific Coast Benefits Trust Fund · Sponsored by Board of Trustees, Pacific Coast Benefits Trust Fund · Washington · Transportation & Warehousing

$838M in assets, 49,727 participants

Board of Trustees, Pacific Coast Benefits Trust Fund's Pacific Coast Benefits Trust Fund reported $838M in total assets and 49,727 participants in its 2024 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.

  • #3,201 in Transportation & Warehousing (3,299 peers)

Coverage in Washington

Pacific Coast Benefits Trust Fund covers 49,727 participants in Washington, 34x the typical Washington plan (state average ~1,476 per filing). Assets: $838M.

#3,201
in Transportation & Warehousing (3,299 peers)
+6.6%
assets growth YoY
8.4×
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 2024 · DOL Form 5500

$838,345,366 Top 2% higher than 98% of 123,620 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 2024

Pacific Coast Benefits Trust Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Coast Benefits Trust Fund is a mega filing (49,727 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacific Coast Benefits Trust Fund reported participants fell from 55,426 in the plan year 2023 filing to 49,727 in the plan year 2024 filing.
  • Pacific Coast Benefits Trust Fund end-of-year assets rose from $786M in the plan year 2023 filing to $838M in the plan year 2024 filing.
  • Pacific Coast Benefits Trust Fund reported net income rose from $53M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911032878 · Board of Trustees, Pacific Coast Benefits Trust Fund PY 2024 · Money Purchase

Pacific Coast Benefits Trust Fund · $838M · 49,727 · 98th

  • ASSETS $838M
  • ASSETS 49,727
  • ASSETS 98th
  • ASSETS Money Purchase
  • ASSETS near Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups
  • ASSETS ind #3201

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

New England Electrical Workers Money Purchase Plan and TrustNew England Electrical Worke…$870MPacific Coast Benefits Trust FundPacific Coast Benefits Trust…$838MKaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsKaiser Permanente Supplement…$833MCentral Pennsylvania Teamsters Retirement Income Plan 1987Central Pennsylvania Teamste…$806MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$796M
End-of-year total assets ($M) among Pacific Coast Benefits Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$786M
Net Assets (End of Year)$838M
Net Income$54M
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 2004006008001000 Total assets ($M) Participants Pacific Coast Benefits Trust Fund, Total assets ($M): 838.345366 · Participants: 49727Pacific Coast Benefits Trust FundThe Association of University Physicians Pension Plan, Total assets ($M): 499.33138 · Participants: 2817The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 478.949401 · Participants: 6174112/73 Retirement Plan NECA-IBEWCarrix, Inc. Retirement Plan, Total assets ($M): 362.170831 · Participants: 1657Carrix, Inc. Retirement PlanChildren's University Medical Group Pension Plan, Total assets ($M): 255.709263 · Participants: 874Children's University Medical Group Pension PlanLocal 191 I.B.E.W. Money Purchase Plan, Total assets ($M): 238.436493 · Participants: 4512Local 191 I.B.E.W. Money Purchase Plan
Pacific Coast Benefits Trust Fund vs. nearby Money Purchase plans in Washington, assets vs. participants

Scale composition for Pacific Coast Benefits Trust Fund

Pacific Coast Benefits Trust Fund reports $838M in end-of-year assets across 49,727 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.053% of 93,925,755 covered participants) - about $16,859 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $54M.

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 Open filing
2024 · index core 49,727 $838M This page

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 Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups in CA ($833M); by covered participants it is Construction Laborers Annuity Plan for Southern California in CA (50,993 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. 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 2024? ▼
Pacific Coast Benefits Trust Fund grew at a solid clip - up 6.6% during 2024, from $786M to $838M. Reported net income was $54M.
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 123,622 plans that reported assets for plan year 2024 (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 Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups in CA ($833M, 12,349 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 Construction Laborers Annuity Plan for Southern California in CA (50,993 participants, $273M in assets).