Defined Benefit (Pension) · DOL Form 5500 · 2022
Joint Board of Trustees Southwest Carpenters Pension Trust Pension Plan
Data updated 2026-08-25
- $6.1B
- Total assets Very large vs avg
- 42,115
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $144,144
- Avg per participant Near avg balance/head
Official DOL plan name: Southwest Carpenters Pension Trust · Sponsored by Joint Board of Trustees Southwest Carpenters Pension Trust · California · Construction
$6.1B in assets, 42,115 participants
Joint Board of Trustees Southwest Carpenters Pension Trust's Southwest Carpenters Pension Trust reported $6.1B in total assets and 42,115 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,921 in Construction (9,927 peers)
Coverage in California
Southwest Carpenters Pension Trust covers 42,115 participants in California, 67x the typical California plan (state average ~630 per filing). Assets: $6.1B.
- #9,921
- in Construction (9,927 peers)
- -9.1%
- assets change YoY
- 61×
- vs typical plan assets (national mean)
The plan reported a net loss of $880M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Carpenters Pension Trust's outsized position by total assets
Southwest Carpenters Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,070,628,990 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southwest Carpenters Pension Trust's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Carpenters Pension Trust is a mega filing (42,115 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 956042875 · Joint Board of Trustees Southwest Carpenters Pension Trust PY 2022 · Defined Benefit (Pension)
Southwest Carpenters Pension Trust · $6.1B · 42,115 · 100th
- EIN $6.1B
- EIN 42,115
- EIN 100th
- EIN Defined Benefit (Pension)
- EIN near Eversource Pension Plan
- EIN ind #9921
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 California →
Southwest Carpenters Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6.7B |
|---|---|
| Net Assets (End of Year) | $6.1B |
| Net Income | -$880M |
| Employer EIN | 956042875 |
| Plan Effective Date | 1959-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Southwest Carpenters Pension Trust)
Sponsor-wide plan assets over time
All Joint Board of Trustees Southwest Carpenters Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.3B 86.83952634371089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42,115 | $6.1B |
| 2023 | 1 | 45,891 | $6.8B |
| 2024 | 1 | 48,582 | $11.3B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Southwest Carpenters Pension Trust
Southwest Carpenters Pension Trust reports $6.1B in end-of-year assets across 42,115 participants (0.049% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.045% of 93,925,755 covered participants) - about $144,144 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$880M.
This plan identity (EIN 956042875, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.1B to $11.3B (+86.8%) while covered participants moved from 42,115 to 48,582 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 42,115 | $6.1B | This page |
| 2023 | 45,891 | $6.8B | Open filing |
| 2024 · index core | 48,582 | $11.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Western States Carpenters Pension Plan (Defined Benefit (Pension), $11.3B, 48,582 participants)
Southwest Carpenters Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Eversource Pension Plan in CT ($5.9B); by covered participants it is Ernst & Young Defined Benefit Retirement Plan in NJ (41,604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.1B here).
- Eversource Pension Plan (CT) $5.9B · 4,126
- Steelworkers Pension Trust (PA) $5.9B · 52,395
- Exelon Corporation Retirement Program (IL) $6.5B · 15,189
- Altria Retirement Plan (VA) $6.5B · 2,395
Similar participant headcount
Nearest other-state filings by covered participants (42,115 participants); asset peers above are excluded.
- Ernst & Young Defined Benefit Retirement Plan (NJ) 41,604 · 511 off
- Ufcw International Union-Industry Variable Annuity Pension Plan (IL) 43,875 · 1,760 off
- Southern Nevada Culinary and Bartenders Pension Plan (NV) 44,303 · 2,188 off
- The Adjustable Plan of the Unite Here Retirement (NY) 39,683 · 2,432 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.