Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Southwest Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $469M
- Total assets
- 45,399
- Participants
- 98th
- Percentile by assets
- $10,323
- Avg per participant
Official DOL plan name: Southwest Carpenters Annuity Fund · Sponsored by Board of Trustees, Southwest Carpenters Annuity Fund · California · Construction
$469M in assets, 45,399 participants
Board of Trustees, Southwest Carpenters Annuity Fund's Southwest Carpenters Annuity Fund reported $469M in total assets and 45,399 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,689 in Construction (9,927 peers)
Coverage in California
Southwest Carpenters Annuity Fund covers 45,399 participants in California, 72x the typical California plan (state average ~630 per filing). Assets: $469M.
- $469M
- total plan assets (2022 EOY)
- 45,399
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $10,323
- avg assets per participant
Where Southwest Carpenters Annuity Fund sits by total assets
Southwest Carpenters Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$468,655,507 Top 2% higher than 98% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southwest Carpenters Annuity Fund reports 45,399 participants - 72x that state average ($469M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $392M |
|---|---|
| Net Assets (End of Year) | $468M |
| Net Income | $30M |
| Employer EIN | 880135694 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southwest Carpenters Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45,399 | $469M |
| 2023 | 1 | 52,075 | $708M |
| 2024 | 1 | 59,889 | $1.1B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Southwest Carpenters Annuity Fund vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Scale composition for Southwest Carpenters Annuity Fund
Southwest Carpenters Annuity Fund reports $469M in end-of-year assets across 45,399 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.048% of 93,925,755 covered participants) - about $10,323 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was $30M.
This plan identity (EIN 880135694, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $469M to $1.1B (+142.4%) while covered participants moved from 45,399 to 59,889 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 45,399 | $469M | This page |
| 2023 | 52,075 | $708M | Open filing |
| 2024 · index core | 59,889 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southwest Carpenters Annuity Fund (Profit Sharing, $1.1B, 59,889 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southwest Carpenters Annuity Fund by total assets, not by location.
- Bill & Melinda Gates Foundation Sharing Retirement Plan (WA) $468M · 1,613
- Ballad Health 401(a) Plan (TN) $463M · 5,937
- College Entrance Examination Board Retirement Plan (NY) $474M · 812
- Abbvie Puerto Rico Savings Plan (IL) $475M · 1,223
Frequently Asked Questions
How did Southwest Carpenters Annuity Fund assets move in 2022? ▼
How have Board of Trustees, Southwest Carpenters Annuity Fund plan assets changed over time? ▼
Where does Southwest Carpenters Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Southwest Carpenters Annuity Fund? ▼
Next read for Southwest Carpenters Annuity Fund
Filing takeaways
Ways to act on Southwest Carpenters Annuity Fund's numbers.
- By total assets, Southwest Carpenters Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Board of Trustees, Southwest Carpenters Annuity Fund's sponsor-wide assets have grown 142.4% since 2022 across 3 plan years on file. More Construction plans