Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 2,188
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $95,892
- Avg per participant Below avg balance/head
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.
- #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.
- #9,438
- in Construction (9,927 peers)
- -11.3%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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's outsized position by total assets
Tri-State Carpenters and Joiners Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$209,811,042 Top 4% higher than 96% 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
Tri-State Carpenters and Joiners Pension Trust 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. Tri-State Carpenters and Joiners Pension Trust Fund lands in the large band (2,188 participants).
Plan-year Form 5500 strip
Filing strip 620976048 · Board of Trustees - Tri-State Carpenters and Joiners Pension PY 2022 · Defined Benefit (Pension)
Tri-State Carpenters and Joiners Pension Trust Fund · $210M · 2,188 · 96th
- PHOTO $210M
- IND 2,188
- EOY 96th
- 5500 Defined Benefit (Pension)
- ASSETS near Pafmg Cash Balance Plan II
- PCT ind #9438
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 Tennessee →
Tri-State Carpenters and Joiners Pension Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Tri-State Carpenters and Joiners Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 115.48760574765173% vs 2022
- 2024 filing year
| 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.
- 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
Tri-State Carpenters and Joiners Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pafmg Cash Balance Plan II in CA ($210M); by covered participants it is Retirement Plan for Employees of the Univ of Miami in FL (2,188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,188 participants); asset peers above are excluded.
- Retirement Plan for Employees of the Univ of Miami (FL) 2,188 · 0 off
- Baystate Health, Inc. Retirement Program (MA) 2,187 · 1 off
- Msi Pension Plan (IL) 2,185 · 3 off
- Thomson Reuters Group Pension Plan (MN) 2,182 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.