Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan
Data updated 2026-08-11
- $210M
- Total assets
- 2,188
- Participants
- 96th
- Percentile by assets
- $95,892
- Avg per participant
Official DOL plan name: Tri-State Carpenters and Joiners Pension Trust Fund · Sponsored by Board of Trustees - Tri-State Carpenters and Joiners Pension · Tennessee · Construction
$210M in assets, 2,188 participants
Board of Trustees - Tri-State Carpenters and Joiners Pension's Tri-State Carpenters and Joiners Pension Trust Fund reported $210M in total assets and 2,188 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.
- 96th percentile by assets (of 139,126 plans)
- #9,438 in Construction (9,927 peers)
Where Tri-State Carpenters and Joiners Pension Trust Fund sits by assets
Tri-State Carpenters and Joiners Pension Trust Fund sits in the top 5% of all filed plans by assets, $210M for 2,188 participants (~$95,892/participant), down 11.3% in 2022.
- $210M
- total plan assets (2022 EOY)
- 2,188
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $95,892
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri-State Carpenters and Joiners Pension Trust Fund vs the 2022 asset distribution
By assets, Tri-State Carpenters and Joiners Pension Trust Fund outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | -$26M |
| Employer EIN | 620976048 |
| Plan Effective Date | 1970-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Tri-State Carpenters and Joiners Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,188 | $210M |
| 2023 | 1 | 2,208 | $228M |
| 2024 | 1 | 2,085 | $452M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Tri-State Carpenters and Joiners Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Tri-State Carpenters and Joiners Pension Trust Fund by total assets, not by location.
- Pafmg Cash Balance Plan II (CA) $210M · 957
- Sempra Energy Cash Balance Plan (CA) $210M · 680
- Local 365 UAW Pension Fund (NJ) $210M · 7
- Warehouse Employees Local No. 570 Pension Fund (MD) $209M · 767
Frequently Asked Questions
How did Tri-State Carpenters and Joiners Pension Trust Fund assets move in 2022? ▼
How have Board of Trustees - Tri-State Carpenters and Joiners Pension plan assets changed over time? ▼
Where does Tri-State Carpenters and Joiners Pension Trust Fund rank by assets among Form 5500 filers? ▼
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Next read for Tri-State Carpenters and Joiners Pension…
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Ways to act on Tri-State Carpenters and Joiners Pension Trust Fund's numbers.
- By total assets, Tri-State Carpenters and Joiners Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Board of Trustees - Tri-State Carpenters and Joiners Pension's sponsor-wide assets have grown 115.5% since 2022 across 3 plan years on file. More Construction plans