Employer · plans filed under one EIN
Davis Wright Tremaine LLP
Seattle, WA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Davis Wright Tremaine LLP, based in Seattle, Washington, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 2,353 participant records and $846M in net assets.
The largest is Davis Wright Tremaine LLP 401(k) Profit Sharing Plan, a 401(k) plan with 2,173 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $35.0M and participant contributions $20.7M in the latest plan years; benefits paid were $64.9M. Schedule C compensation reported to service provider organisations totalled $463K.
Combined net assets moved from $244M in 2009 to $846M in 2024 (up 247%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Davis Wright Tremaine LLP 401(k) Profit Sharing Plan | 401(k) plan | 2024 | 2,173 | $748M | $344,082 | $11,467 | $343K |
| Davis Wright Tremaine LLP Cash Balance Pension Plan | cash balance pension plan | 2024 | 180 | $98.2M | $545,366 | $113,648 | $120K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 2,353 | $846M | $35.0M | $20.7M |
| 2023 | 2 | 2,307 | $759M | $29.2M | $19.0M |
| 2022 | 2 | 2,290 | $662M | $29.6M | $17.0M |
| 2021 | 2 | 2,137 | $769M | $28.4M | $15.3M |
| 2020 | 2 | 2,053 | $704M | $0 | $14.1M |
| 2019 | 2 | 2,044 | $640M | $21.2M | $12.7M |
| 2018 | 2 | 1,919 | $523M | $20.7M | $11.6M |
| 2017 | 2 | 1,833 | $544M | $20.4M | $11.2M |
| 2016 | 2 | 1,777 | $468M | $18.3M | $10.5M |
| 2015 | 2 | 1,703 | $429M | $18.6M | $9.9M |
| 2014 | 2 | 1,611 | $422M | $18.2M | $8.0M |
| 2013 | 2 | 1,559 | $406M | $17.3M | $8.7M |
| 2012 | 2 | 1,567 | $333M | $17.9M | $8.4M |
| 2011 | 2 | 1,540 | $283M | $17.2M | $8.2M |
| 2010 | 1 | 1,404 | $271M | $10.1M | $8.5M |
| 2009 | 1 | 1,350 | $244M | $10.1M | $8.3M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Schwab Retirement Plan Services,inc | Recordkeeping and information management; Investment advisory (participants) | 1 | $143,572 |
| Institute for Wealth MGMT LLC | Investment advisory (participants) | 1 | $98,461 |
| Independent Actuaries, Inc. | Actuarial | 1 | $50,850 |
| Cibc Bank USA | Investment management | 1 | $36,009 |
| UBS Financial Services Inc. | Investment advisory (plan) | 1 | $27,672 |
| Moss Adams LLP | Accounting (including auditing) | 1 | $24,150 |
| Becker Capital Management Inc. | Investment advisory (participants) | 1 | $18,219 |
| Matrix Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $16,957 |
| Sonata Capital Group Inc. | Investment advisory (participants) | 1 | $13,053 |
| Coldstream Wealth Management | Investment advisory (participants) | 1 | $12,928 |
| JP Morgan Private Wealth Advis | Investment advisory (participants) | 1 | $10,464 |
| Buckingham Strategic Wealth LL | Investment advisory (participants) | 1 | $7,765 |
| Charles Schwab &co., Inc. | Securities brokerage | 1 | $2,752 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Davis Wright Tremaine LLP have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Davis Wright Tremaine LLP 401(k) Profit Sharing Plan and Davis Wright Tremaine LLP Cash Balance Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Davis Wright Tremaine LLP contribute to its plans?
$35,016,743 in employer contributions across these plans in their latest plan years, about $21,509 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Schwab Retirement Plan Services,inc, Institute for Wealth MGMT LLC, Independent Actuaries, Inc. and Cibc Bank USA and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.