Other
2022 plan-year Other DOL Form 5500

Carpenters Pension Fund of West Virginia

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

Sponsored by Carpenters Pension Fund of West Virginia · West Virginia · Construction

What the 2023 filing shows

Carpenters Pension Fund of West Virginia holds $276M for 1,310 participants — about $210,471 per participant, down 17.3% over the 2022 plan year.

$276M
total plan assets (2022 EOY)
1,310
covered participants
$210,471
avg assets per participant
-17.3%
assets change YoY

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.

Total Assets (2023)
$276M
Participants
1,310
Industry
Construction

What the Filing Says About Carpenters Pension Fund of West Virginia

Carpenters Pension Fund of West Virginia is a Other retirement plan sponsored by Carpenters Pension Fund of West Virginia, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $276M in total end-of-year assets and covers 1,310 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 556027998, and the plan has been effective since 1966-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $333M at the beginning of 2022 to $276M at year-end — a decline of 17.3%. Net assets (after liabilities) closed the year at $274M, with reported net income of $-57,708,708 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 1 prior plan-year filing 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)$333M
Total Assets (End of Year)$276M
Net Assets (End of Year)$274M
Net Income$-57,708,708
Plan TypeOther
Employer EIN556027998
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Pension Fund of West Virginia)

Year Plans Participants Total Assets
2022 1 1,310 $276M
2023 1 1,350 N/A

Nearby Other Plans in West Virginia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Carpenters Pension Fund of West Virginia?
As of the 2022 Form 5500 filing, Carpenters Pension Fund of West Virginia holds $276M in total assets with 1,310 participants. It is sponsored by Carpenters Pension Fund of West Virginia.
What type of plan is Carpenters Pension Fund of West Virginia?
Carpenters Pension Fund of West Virginia is a Other plan. It has been effective since 1966-06-01. The plan is filed with the U.S. Department of Labor under EIN 556027998.
Who sponsors the Carpenters Pension Fund of West Virginia?
Carpenters Pension Fund of West Virginia is sponsored by Carpenters Pension Fund of West Virginia, located in West Virginia. The sponsor's EIN is 556027998 and the plan operates in the Construction industry.
How did Carpenters Pension Fund of West Virginia perform in 2022?
Carpenters Pension Fund of West Virginia declined by 17.3% during 2022, moving from $333M to $276M in total assets. Net income was $-57,708,708.
Where can I find official filings for Carpenters Pension Fund of West Virginia?
Official Form 5500 filings for Carpenters Pension Fund of West Virginia are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 556027998 or plan name at efast.dol.gov.
How does Carpenters Pension Fund of West Virginia compare to other plans?
You can compare Carpenters Pension Fund of West Virginia against other Other plans on the plan type page, or view plans in West Virginia 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 556027998.

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