Other
2022 plan-year Other DOL Form 5500

SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN

This Other plan holds $468M in total assets and serves 9,451 participants as of 2022. It is sponsored by JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN in Tennessee. The plan reported a net loss of $59M for the year.

Total Assets (2023)
$468M
Participants
9,451
State
Industry
Construction

What the Filing Says About SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN

SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN is a Other retirement plan sponsored by JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $468M in total end-of-year assets and covers 9,451 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 586080306, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $527M at the beginning of 2022 to $468M at year-end — a decline of 11.2%. Net assets (after liabilities) closed the year at $467M, with reported net income of $-59,084,955 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$527M
Total Assets (End of Year)$468M
Net Assets (End of Year)$467M
Net Income$-59,084,955
Plan TypeOther
Employer EIN586080306
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN)

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.

Frequently Asked Questions

How much money is in the SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN?
As of the 2022 Form 5500 filing, SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN holds $468M in total assets with 9,451 participants. It is sponsored by JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN.
What type of plan is SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN?
SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN is a Other plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 586080306.
Who sponsors the SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN?
SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN is sponsored by JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN, located in Tennessee. The sponsor's EIN is 586080306 and the plan operates in the Construction industry.
How did SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN perform in 2022?
SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN declined by 11.2% during 2022, moving from $527M to $468M in total assets. Net income was $-59,084,955.
Where can I find official filings for SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN?
Official Form 5500 filings for SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 586080306 or plan name at efast.dol.gov.
How does SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN compare to other plans?
You can compare SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 586080306.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.