Defined Benefit (Pension) · DOL Form 5500 · 2022

Carpenters Pension Fund of West Virginia Pension Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
1,310
Participants Near avg headcount
97th
Percentile by assets National rank
$210,471
Avg per participant Above avg balance/head
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Official DOL plan name: Carpenters Pension Fund of West Virginia · Sponsored by Carpenters Pension Fund of West Virginia · West Virginia · Construction

$276M in assets, 1,310 participants

Carpenters Pension Fund of West Virginia's Carpenters Pension Fund of West Virginia reported $276M in total assets and 1,310 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.

  • #9,537 in Construction (9,927 peers)

Coverage in West Virginia

Carpenters Pension Fund of West Virginia covers 1,310 participants in West Virginia, 2.8x the typical West Virginia plan (state average ~467 per filing). Assets: $276M.

#9,537
in Construction (9,927 peers)
-17.3%
assets change YoY
2.8×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenters Pension Fund of West Virginia's outsized position by total assets

Carpenters Pension Fund of West Virginia vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$275,717,491 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carpenters Pension Fund of West Virginia'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 Pension Fund of West Virginia lands in the large band (1,310 participants).

Published 5500 schedule card

Filing strip 556027998 · Carpenters Pension Fund of West Virginia PY 2022 · Defined Benefit (Pension)

Carpenters Pension Fund of West Virginia · $276M · 1,310 · 97th

  • SCH $276M
  • SCH 1,310
  • SCH 97th
  • SCH Defined Benefit (Pension)
  • SCH near Pension Plan of Newmont
  • SCH ind #9537

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 West Virginia →

Carpenters Pension Fund of West Virginia in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Non-Contributory Retirement …$276MHenkel of America Retirement PlanHenkel of America Retirement…$276MPension Plan for Employees of Cleveland-Cliffs Inc and Its Associated EmployersPension Plan for Employees o…$276MCarpenters Pension Fund of West VirginiaCarpenters Pension Fund of W…$276MPension Plan of Newmont$276M
End-of-year total assets ($M) among Carpenters Pension Fund of West Virginia and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$274M
Net Income-$58M
Employer EIN556027998
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Pension Fund of West Virginia)

Sponsor-wide plan assets over time

All Carpenters Pension Fund of West Virginia plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M$400M 20222023 $276M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,310 $276M
2023 1 1,350 N/A

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carpenters Pension Fund of West Virginia vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 100200300400500600 Total assets ($M) Participants Carpenters Pension Fund of West Virginia, Total assets ($M): 275.717491 · Participants: 1310Carpenters Pension Fund of West VirginiaWest Virginia Laborers Pension Trust Fund, Total assets ($M): 501.727963 · Participants: 2131West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 492.255027 · Participants: 1691I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 431.832443 · Participants: 243United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175&505 Pension Trust Fund, Total assets ($M): 386.103888 · Participants: 1435Employer - Teamsters Local Nos 175&505 Pension Trust FundConstellium Rolled Products Master Retirement Trus, Total assets ($M): 210.709271 · Participants: 0Constellium Rolled Products Master Retirement Trus
Carpenters Pension Fund of West Virginia vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare Carpenters Pension Fund of West Virginia side-by-side with 3 peers →

Carpenters Pension Fund of West Virginia's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Pension Plan of Newmont in CO ($276M); by covered participants it is Celanese Americas Retirement Pension Plan in TX (1,310 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpenters Pension Fund of West Virginia assets move in 2022? ▼
Carpenters Pension Fund of West Virginia declined sharply - down 17.3% during 2022, from $333M to $276M. Reported net income was -$58M.
Where does Carpenters Pension Fund of West Virginia rank by assets among Form 5500 filers? ▼
Carpenters Pension Fund of West Virginia ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Carpenters Pension Fund of West Virginia? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Newmont in CO ($276M, 773 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carpenters Pension Fund of West Virginia? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Celanese Americas Retirement Pension Plan in TX (1,310 participants, $2.0B in assets).

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 556027998.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.