Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Sound Retirement Trust Pension Plan
Data updated 2026-08-11
- $2.7B
- Total assets
- 75,402
- Participants
- 99th
- Percentile by assets
- $35,859
- Avg per participant
Official DOL plan name: Sound Retirement Trust · Sponsored by Board of Trustees, Sound Retirement Trust · Washington · Retail Trade
$2.7B in assets, 75,402 participants
Board of Trustees, Sound Retirement Trust's Sound Retirement Trust reported $2.7B in total assets and 75,402 participants in its 2024 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.
- 99th percentile by assets (of 123,622 plans)
- #8,017 in Retail Trade (8,048 peers)
Coverage in Washington
Sound Retirement Trust covers 75,402 participants in Washington, 51x the typical Washington plan (state average ~1,476 per filing). Assets: $2.7B.
- $2.7B
- total plan assets (2024 EOY)
- 75,402
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $35,859
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sound Retirement Trust reported net income rose from $6M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Sound Retirement Trust reported participants fell from 93,701 in the plan year 2023 filing to 75,402 in the plan year 2024 filing.
- Sound Retirement Trust end-of-year assets rose from $2.6B in the plan year 2023 filing to $2.7B in the plan year 2024 filing.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Sound Retirement Trust reports 75,402 participants - 51x that state average ($2.7B EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $92M |
| Employer EIN | 916069306 |
| Plan Effective Date | 1965-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sound Retirement Trust)
| 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.
Sound Retirement Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Scale composition for Sound Retirement Trust
Sound Retirement Trust reports $2.7B in end-of-year assets across 75,402 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.080% of 93,925,755 covered participants) - about $35,859 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $92M.
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 | Open filing |
| 2024 · index core | 75,402 | $2.7B | This page |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sound Retirement Trust by total assets, not by location.
- Laborers District Council & Contractors Pension Fund of Ohio (OH) $2.7B · 14,573
- American Airlines, Inc. Pilot Retirement Benefit Program (TX) $2.7B · 4,746
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 (IL) $2.7B · 7,085
- Bjc Pension Plan (MO) $2.7B · 20,653
Frequently Asked Questions
How did Sound Retirement Trust assets move in 2024? ▼
How have Board of Trustees, Sound Retirement Trust plan assets changed over time? ▼
Where does Sound Retirement Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sound Retirement Trust? ▼
Next read for Sound Retirement Trust
Filing takeaways
Ways to act on Sound Retirement Trust's numbers.
- By total assets, Sound Retirement Trust ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
- Board of Trustees, Sound Retirement Trust's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Retail Trade plans