Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Southwest Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $469M
- Total assets Above avg plan size
- 45,399
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $10,323
- Avg per participant Low balance/head
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.
- #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.
- #9,689
- in Construction (9,927 peers)
- +19.5%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Southwest Carpenters Annuity Fund's outsized position 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
Southwest Carpenters Annuity Fund'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 Annuity Fund is a mega filing (45,399 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 880135694 · Board of Trustees, Southwest Carpenters Annuity Fund PY 2022 · Profit Sharing
Southwest Carpenters Annuity Fund · $469M · 45,399 · 98th
- EIN $469M
- EIN 45,399
- EIN 98th
- EIN Profit Sharing
- EIN near Bill & Melinda Gates Foundation Sharing Retirement Plan
- EIN ind #9689
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 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Southwest Carpenters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 142.40396581961002% vs 2022
- 2024 filing year
| 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.
- 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)
Southwest Carpenters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Bill & Melinda Gates Foundation Sharing Retirement Plan in WA ($468M); by covered participants it is Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP in FL (44,915 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($469M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (45,399 participants); asset peers above are excluded.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP (FL) 44,915 · 484 off
- Cleveland Clinic Investment Pension Plan (OH) 46,417 · 1,018 off
- I.a.M. National 401(k) Plan (DC) 31,325 · 14,074 off
- Commonspirit Health ERISA 403(b) Plan (KY) 31,174 · 14,225 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.