Other
2022 plan-year Other DOL Form 5500

CARPENTERS LOCAL UNION NO. 345 PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND

This Other plan holds $26M in total assets and serves 52 participants as of 2022. It is sponsored by TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND in Tennessee. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$26M
Participants
52
State
Industry
Construction

What the Filing Says About CARPENTERS LOCAL UNION NO. 345 PENSION FUND

CARPENTERS LOCAL UNION NO. 345 PENSION FUND is a Other retirement plan sponsored by TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 52 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 626112262, and the plan has been effective since 1972-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $26M at year-end — a decline of 14.0%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-4,272,538 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-4,272,538
Plan TypeOther
Employer EIN626112262
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND)

Year Plans Participants Total Assets
2022 1 52 $26M
2023 1 187 $33M
2024 1 468 N/A

Nearby Other Plans in Tennessee

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CARPENTERS LOCAL UNION NO. 345 PENSION FUND?
As of the 2022 Form 5500 filing, CARPENTERS LOCAL UNION NO. 345 PENSION FUND holds $26M in total assets with 52 participants. It is sponsored by TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND.
What type of plan is CARPENTERS LOCAL UNION NO. 345 PENSION FUND?
CARPENTERS LOCAL UNION NO. 345 PENSION FUND is a Other plan. It has been effective since 1972-09-01. The plan is filed with the U.S. Department of Labor under EIN 626112262.
Who sponsors the CARPENTERS LOCAL UNION NO. 345 PENSION FUND?
CARPENTERS LOCAL UNION NO. 345 PENSION FUND is sponsored by TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND, located in Tennessee. The sponsor's EIN is 626112262 and the plan operates in the Construction industry.
How did CARPENTERS LOCAL UNION NO. 345 PENSION FUND perform in 2022?
CARPENTERS LOCAL UNION NO. 345 PENSION FUND declined by 14.0% during 2022, moving from $31M to $26M in total assets. Net income was $-4,272,538.
Where can I find official filings for CARPENTERS LOCAL UNION NO. 345 PENSION FUND?
Official Form 5500 filings for CARPENTERS LOCAL UNION NO. 345 PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 626112262 or plan name at efast.dol.gov.
How does CARPENTERS LOCAL UNION NO. 345 PENSION FUND compare to other plans?
You can compare CARPENTERS LOCAL UNION NO. 345 PENSION FUND against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 626112262.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.