Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Administration, Carpenters Pension and an- Pension Plan
Data updated 2026-08-25
- $4.2B
- Total assets Very large vs avg
- 5,652
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $744,395
- Avg per participant High balance/head
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.
- #9,908 in Construction (9,927 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 ~822 per filing). Assets: $4.2B.
- #9,908
- in Construction (9,927 peers)
- +58.6%
- assets growth YoY
- 42×
- vs typical plan assets (national mean)
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.
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity's outsized position by total assets
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,207,320,880 Highest reported value at or above every one 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 Pension and Annuity Plan of Philadelphia and Vicinity'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 and Annuity Plan of Philadelphia and Vicinity lands in the large band (5,652 participants).
Plan-year Form 5500 strip
Filing strip 231613018 · Board of Administration, Carpenters Pension and an- PY 2022 · Defined Benefit (Pension)
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity · $4.2B · 5,652 · 100th
- PHOTO $4.2B
- IND 5,652
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near Major League Baseball Players Pension Plan
- PCT ind #9908
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 Pennsylvania →
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity in the asset neighbourhood
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-)
Sponsor-wide plan assets over time
All Board of Administration, Carpenters Pension and an- plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 18.256969575375006% vs 2022
- 2024 filing year
| 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.
- 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 (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 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)
Carpenters Pension and Annuity Plan of Philadelphia and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Major League Baseball Players Pension Plan in MD ($4.2B); by covered participants it is Ameriprise Financial Retirement Plan in MN (5,652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,652 participants); asset peers above are excluded.
- Ameriprise Financial Retirement Plan (MN) 5,652 · 0 off
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (OH) 5,652 · 0 off
- Carpenters Pension Trust Fund of Kansas City (MO) 5,650 · 2 off
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,634 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.