Defined Benefit (Pension) · DOL Form 5500 · 2022

Indiana Carpenters Pension Fund Pension Plan

Data updated 2026-08-25

$582M
Total assets Above avg plan size
2,886
Participants Above avg headcount
98th
Percentile by assets National rank
$201,750
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Indiana Carpenters Pension Fund · Sponsored by Indiana Carpenters Pension Fund · Michigan · Other Services

$582M in assets, 2,886 participants

Indiana Carpenters Pension Fund's Indiana Carpenters Pension Fund reported $582M in total assets and 2,886 participants in its 2022 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.

  • #8,367 in Other Services (8,398 peers)

Coverage in Michigan

Indiana Carpenters Pension Fund covers 2,886 participants in Michigan, 4.5x the typical Michigan plan (state average ~638 per filing). Assets: $582M.

#8,367
in Other Services (8,398 peers)
-11.5%
assets change YoY
5.8×
vs typical plan assets (national mean)

The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indiana Carpenters Pension Fund's outsized position by total assets

Indiana Carpenters Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$582,249,302 Top 2% higher than 98% of 139,123 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 2022

Indiana Carpenters Pension Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indiana Carpenters Pension Fund lands in the large band (2,886 participants).

EBSA filing schedule strip

Filing strip 356057648 · Indiana Carpenters Pension Fund PY 2022 · Defined Benefit (Pension)

Indiana Carpenters Pension Fund · $582M · 2,886 · 98th

  • SCH $582M
  • SCH 2,886
  • SCH 98th
  • SCH Defined Benefit (Pension)
  • SCH near Teamsters Union No. 142 Pension Fund
  • SCH ind #8367

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 Other Services retirement plans → · Plans in Michigan →

Indiana Carpenters Pension Fund in the asset neighbourhood

Retirement Plan for Employees of the Univ of MiamiRetirement Plan for Employee…$584MIndiana Carpenters Pension FundIndiana Carpenters Pension F…$582MTeamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$582MJohn Muir Health Retirement PlanJohn Muir Health Retirement …$581MBay Area Painters & Tapers Pension PlanBay Area Painters & Tapers P…$580M
End-of-year total assets ($M) among Indiana Carpenters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$658M
Net Assets (End of Year)$581M
Net Income-$76M
Employer EIN356057648
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Carpenters Pension Fund)

Sponsor-wide plan assets over time

All Indiana Carpenters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$200M$400M$600M$800M 20222023 $582M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,886 $582M
2023 1 2,955 N/A

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Indiana Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -1001020304050 Total assets ($B) Participants Indiana Carpenters Pension Fund, Total assets ($B): 0.582249302 · Participants: 2886Indiana Carpenters Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Indiana Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Indiana Carpenters Pension Fund side-by-side with 3 peers →

Indiana Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Teamsters Union No. 142 Pension Fund in IN ($582M); by covered participants it is Discover Financial Services Pension Plan in IL (2,887 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($582M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,886 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Indiana Carpenters Pension Fund assets move in 2022? ▼
Indiana Carpenters Pension Fund pulled back noticeably - down 11.5% during 2022, from $658M to $582M. Reported net income was -$76M.
Where does Indiana Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
Indiana Carpenters Pension Fund ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Indiana Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Union No. 142 Pension Fund in IN ($582M, 1,888 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indiana Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Discover Financial Services Pension Plan in IL (2,887 participants, $497M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 356057648.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.