Other · DOL Form 5500 · 2022
Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan Retirement Plan
Data updated 2026-08-25
- $468M
- Total assets Above avg plan size
- 9,451
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $49,500
- Avg per participant Low balance/head
Official DOL plan name: Southeastern Carpenters and Millwrights Pension Plan · Sponsored by Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan · Tennessee · Construction
$468M in assets, 9,451 participants
Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan's Southeastern Carpenters and Millwrights Pension Plan reported $468M in total assets and 9,451 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.
- #9,688 in Construction (9,927 peers)
Coverage in Tennessee
Southeastern Carpenters and Millwrights Pension Plan covers 9,451 participants in Tennessee, 8.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $468M.
- #9,688
- in Construction (9,927 peers)
- -11.2%
- assets change YoY
- 4.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeastern Carpenters and Millwrights Pension Plan's outsized position by total assets
Southeastern Carpenters and Millwrights Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$467,821,735 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
Southeastern Carpenters and Millwrights Pension Plan'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. Southeastern Carpenters and Millwrights Pension Plan lands in the large band (9,451 participants).
Plan-year Form 5500 strip
Filing strip 586080306 · Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan PY 2022 · Other
Southeastern Carpenters and Millwrights Pension Plan · $468M · 9,451 · 98th
- SCH $468M
- EBSA 9,451
- PART 98th
- TYPE Other
- NET near Tulane University Tax Deferral 403(b) Retirement Plan
- BOOK ind #9688
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 →
Southeastern Carpenters and Millwrights Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $527M |
|---|---|
| Net Assets (End of Year) | $467M |
| Net Income | -$59M |
| Employer EIN | 586080306 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan)
Sponsor-wide plan assets over time
All Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,451 | $468M |
| 2023 | 1 | 2,882 | $535M |
| 2024 | 1 | 2,695 | N/A |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Dialysis Clinic, Inc. Thrift Plan $359M · 5,615
Scale composition for Southeastern Carpenters and Millwrights Pension Plan
Southeastern Carpenters and Millwrights Pension Plan reports $468M in end-of-year assets across 9,451 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $49,500 per participant (36% of the national average assets-per-participant) . Net income for plan year 2022 was -$59M.
This plan identity (EIN 586080306, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 9,451 to 2,695 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,451 | $468M | This page |
| 2023 | 2,882 | $535M | Open filing |
| 2024 | 2,695 | N/A | Open filing |
Southeastern Carpenters and Millwrights Pension Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Tulane University Tax Deferral 403(b) Retirement Plan in LA ($467M); by covered participants it is Northwestern University Retirement Plan in IL (9,465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($468M here).
Similar participant headcount
Nearest other-state filings by covered participants (9,451 participants); asset peers above are excluded.
- Northwestern University Retirement Plan (IL) 9,465 · 14 off
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) 9,522 · 71 off
- The Cooper Health System 403(b) Plan (NJ) 9,570 · 119 off
- Northeastern University Retirement Plan (MA) 9,310 · 141 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.