Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Sound Retirement Trust Pension Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 75,402
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $35,859
- Avg per participant Low balance/head
Official DOL plan name: Sound Retirement Trust · Sponsored by Board of Trustees, Sound Retirement Trust · Washington · Retail Trade
$2.7B 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.
- #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.
- #8,017
- in Retail Trade (8,048 peers)
- +4.2%
- assets growth YoY
- 27×
- 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 2024 · DOL Form 5500
$2,703,818,184 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sound Retirement Trust'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. Sound Retirement Trust is a mega filing (75,402 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 916069306 · Board of Trustees, Sound Retirement Trust PY 2024 · Defined Benefit (Pension)
Sound Retirement Trust · $2.7B · 75,402 · 99th
- PCT $2.7B
- PCT 75,402
- PCT 99th
- PCT Defined Benefit (Pension)
- PCT near Laborers District Council & Contractors Pension Fund of Ohio
- PCT ind #8017
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) | $2.6B |
| 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)
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 $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 |
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 Laborers District Council & Contractors Pension Fund of Ohio in OH ($2.7B); by covered participants it is Upmc Basic Retirement Plan in PA (74,793 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (75,402 participants); asset peers above are excluded.
- Upmc Basic Retirement Plan (PA) 74,793 · 609 off
- Mayo Pension Plan (MN) 71,743 · 3,659 off
- Pepsico, Inc. Employees Retirement Plan H (NY) 79,073 · 3,671 off
- Western Unite Here and Employers Pension Fund (CA) 71,253 · 4,149 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.