Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Administration, Carpenters Pension and an- Pension Plan
Data updated 2026-08-06
- $4.2B
- Total assets
- 5,652
- Participants
- 100th
- Percentile by assets
- $744,395
- Avg per participant
Official DOL plan name: Carpenters Pension and Annuity Plan of Philadelphia and Vicinity · Sponsored by Board of Administration, Carpenters Pension and an- · Pennsylvania · Construction
$4.2B in assets, 5,652 participants
Board of Administration, Carpenters Pension and an-'s Carpenters Pension and Annuity Plan of Philadelphia and Vicinity reported $4.2B in total assets and 5,652 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #9,919 in Construction (9,938 peers)
Coverage in Pennsylvania
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity covers 5,652 participants in Pennsylvania, 6.9x the typical Pennsylvania plan (state average ~824 per filing). Assets: $4.2B.
- $4.2B
- total plan assets (2022 EOY)
- 5,652
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $744,395
- avg assets per participant
The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Carpenters Pension and Annuity Plan of Philadelphia and Vicinity reports 5,652 participants - 6.9x that state average ($4.2B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $4.1B |
| Net Income | -$80M |
| Employer EIN | 231613018 |
| Plan Effective Date | 1962-05-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Administration, Carpenters Pension and an-)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,701 | $4.2B |
| 2023 | 1 | 11,775 | $4.7B |
| 2024 | 1 | 12,421 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Scale composition for Carpenters Pension and Annuity Plan of Philadelphia and Vicinity
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity reports $4.2B in end-of-year assets across 5,652 participants (0.036% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $744,395 per participant (5.4x the national average assets-per-participant) . Net income for plan year 2022 was -$80M.
This plan identity (EIN 231613018, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.2B to $5.0B (+18.3%) while covered participants moved from 5,652 to 12,421 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,652 | $4.2B | This page |
| 2023 | 11,775 | $4.7B | Open filing |
| 2024 · index core | 12,421 | $5.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Eastern Atlantic States Carpenters Pension Fund (Defined Benefit (Pension), $5.0B, 12,421 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Carpenters Pension and Annuity Plan of Philadelphia and Vicinity by total assets, not by location.
- Major League Baseball Players Pension Plan (MD) $4.2B · 1,041
- Northwest Airlines Pension Plan for Pilot Employees (GA) $4.3B · 1,560
- Hp Inc. Pension Plan (TX) $4.2B · 4,121
- Fca US LLC Pension Plan (MI) $4.2B · 3,249
Frequently Asked Questions
How did Carpenters Pension and Annuity Plan of Philadelphia and Vicinity assets move in 2022? ▼
How have Board of Administration, Carpenters Pension and an- plan assets changed over time? ▼
Where does Carpenters Pension and Annuity Plan of Philadelphia and Vicinity rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Carpenters Pension and Annuity Plan of Philadelphia and Vicinity? ▼
Next read for Carpenters Pension and Annuity Plan of P…
Filing takeaways
Ways to act on Carpenters Pension and Annuity Plan of Philadelphia and Vicinity's numbers.
- By total assets, Carpenters Pension and Annuity Plan of Philadelphia and Vicinity ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Board of Administration, Carpenters Pension and an-'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Construction plans