Defined Benefit (Pension) · DOL Form 5500 · 2022

Sw Oh Regional Council of Carpenters Pension Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
1,552
Participants Near avg headcount
96th
Percentile by assets National rank
$148,078
Avg per participant Above avg balance/head
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Official DOL plan name: Sw Oh Regional Council of Carpenters Pension Plan · Sponsored by Sw Oh Regional Council of Carpenters · Michigan · Construction

$230M in assets, 1,552 participants

Sw Oh Regional Council of Carpenters's Sw Oh Regional Council of Carpenters Pension Plan reported $230M in total assets and 1,552 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,466 in Construction (9,927 peers)

Coverage in Michigan

Sw Oh Regional Council of Carpenters Pension Plan covers 1,552 participants in Michigan, 2.4x the typical Michigan plan (state average ~638 per filing). Assets: $230M.

#9,466
in Construction (9,927 peers)
-14.6%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sw Oh Regional Council of Carpenters Pension Plan's outsized position by total assets

Sw Oh Regional Council of Carpenters Pension Plan vs every filed plan by assets

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

$229,817,731 Top 4% higher than 96% 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

Sw Oh Regional Council of Carpenters Pension Plan'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. Sw Oh Regional Council of Carpenters Pension Plan lands in the large band (1,552 participants).

Form 5500 schedule snapshot

Filing strip 316127287 · Sw Oh Regional Council of Carpenters PY 2022 · Defined Benefit (Pension)

Sw Oh Regional Council of Carpenters Pension Plan · $230M · 1,552 · 96th

  • TYPE $230M
  • NET 1,552
  • BOOK 96th
  • VS-ST Defined Benefit (Pension)
  • BOY near Shaws Supermarkets, Inc. Pension Plan for Union Employees
  • SCH ind #9466

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 Construction retirement plans → · Plans in Michigan →

Sw Oh Regional Council of Carpenters Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Ocean Spray Cranberries, Inc.Retirement Plan for Employee…$230MSw Oh Regional Council of Carpenters Pension PlanSw Oh Regional Council of Ca…$230MShaws Supermarkets, Inc. Pension Plan for Union EmployeesShaws Supermarkets, Inc. Pen…$230MUnited Pension Plan$230MTdk U. S. a. Corporation Retirement PlanTdk U. S. a. Corporation Ret…$229M
End-of-year total assets ($M) among Sw Oh Regional Council of Carpenters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$228M
Net Income-$40M
Employer EIN316127287
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sw Oh Regional Council of Carpenters)

Sponsor-wide plan assets over time

All Sw Oh Regional Council of Carpenters plans reported in each filing year

Latest sponsor-wide plan assets
$421M 83.15531015315784% vs 2022
2024 filing year
$200M$300M$400M$500M 202220232024 $230M $421M ▲ +83.2%
Year Plans Participants Total Assets
2022 1 1,552 $230M
2023 1 1,610 $401M
2024 1 1,587 $421M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Sw Oh Regional Council of Carpenters Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -1001020304050 Total assets ($B) Participants Sw Oh Regional Council of Carpenters Pension Plan, Total assets ($B): 0.229817731 · Participants: 1552Sw Oh Regional Council of Carpenters Pension PlanGeneral 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
Sw Oh Regional Council of Carpenters Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Sw Oh Regional Council of Carpenters Pension Plan side-by-side with 3 peers →

Sw Oh Regional Council of Carpenters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID ($230M); by covered participants it is Fox Pension Plan in NY (1,548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,552 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 Sw Oh Regional Council of Carpenters Pension Plan assets move in 2022? ▼
Sw Oh Regional Council of Carpenters Pension Plan pulled back noticeably - down 14.6% during 2022, from $269M to $230M. Reported net income was -$40M.
How have Sw Oh Regional Council of Carpenters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sw Oh Regional Council of Carpenters's sponsor-wide assets grew 83.2%, from $230M to $421M.
Where does Sw Oh Regional Council of Carpenters Pension Plan rank by assets among Form 5500 filers? ▼
Sw Oh Regional Council of Carpenters Pension Plan ranks in the 96th 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 Sw Oh Regional Council of Carpenters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID ($230M, 5,165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sw Oh Regional Council of Carpenters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fox Pension Plan in NY (1,548 participants, $722M 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 316127287.

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.