Defined Benefit (Pension) · DOL Form 5500 · 2022
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee Pension Plan
Data updated 2026-08-25
- $370M
- Total assets Above avg plan size
- 2,730
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $135,682
- Avg per participant Near avg balance/head
Official DOL plan name: Carpenters Labor-Management Pension Plan · Sponsored by United Brotherhood of Carpenters Labor-Mgmt Pf Trustee · Tennessee · Finance & Insurance
$370M in assets, 2,730 participants
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee's Carpenters Labor-Management Pension Plan reported $370M in total assets and 2,730 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,815 in Finance & Insurance (9,261 peers)
Coverage in Tennessee
Carpenters Labor-Management Pension Plan covers 2,730 participants in Tennessee, 2.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $370M.
- #8,815
- in Finance & Insurance (9,261 peers)
- -15.4%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenters Labor-Management Pension Plan's outsized position by total assets
Carpenters Labor-Management Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$370,412,839 Top 3% higher than 97% 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
Carpenters Labor-Management 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. Carpenters Labor-Management Pension Plan lands in the large band (2,730 participants).
Form 5500 schedule snapshot
Filing strip 516091982 · United Brotherhood of Carpenters Labor-Mgmt Pf Trustee PY 2022 · Defined Benefit (Pension)
Carpenters Labor-Management Pension Plan · $370M · 2,730 · 97th
- RANK $370M
- PHOTO 2,730
- IND 97th
- EOY Defined Benefit (Pension)
- 5500 near Ywca Retirement Fund, Inc.
- ASSETS ind #8815
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Carpenters Labor-Management Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $438M |
|---|---|
| Net Assets (End of Year) | $370M |
| Net Income | -$68M |
| Employer EIN | 516091982 |
| Plan Effective Date | 1971-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Brotherhood of Carpenters Labor-Mgmt Pf Trustee)
Sponsor-wide plan assets over time
All United Brotherhood of Carpenters Labor-Mgmt Pf Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 219.01793717252872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,730 | $370M |
| 2023 | 1 | 2,942 | $777M |
| 2024 | 1 | 2,835 | $1.2B |
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
Carpenters Labor-Management Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Ywca Retirement Fund, Inc. in NY ($371M); by covered participants it is Csx Pension Plan in FL (2,728 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370M here).
- Ywca Retirement Fund, Inc. (NY) $371M · 5,138
- Syngenta Corporation Pension Plan (DE) $371M · 1,123
- The Hanover Insurance Group Cash Balance Pension Plan (MA) $372M · 732
- Sparrow Health System Associate Pension Plan (MI) $372M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (2,730 participants); asset peers above are excluded.
- Csx Pension Plan (FL) 2,728 · 2 off
- Nurses and Local 813 Ibt Retirement Plan (NY) 2,737 · 7 off
- Ahold USA, Inc. Pension Plan (MA) 2,722 · 8 off
- San Diego County Construction Laborers' Pension Trust Fund (CA) 2,718 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.