Defined Benefit (Pension) · DOL Form 5500 · 2022
Carpenters Pension Trust Fund of Kansas City Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 5,650
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $224,138
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenters Pension Trust Fund of Kansas City · Sponsored by Carpenters Pension Trust Fund of Kansas City · Missouri · Construction
$1.3B in assets, 5,650 participants
Carpenters Pension Trust Fund of Kansas City's Carpenters Pension Trust Fund of Kansas City reported $1.3B in total assets and 5,650 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,844 in Construction (9,927 peers)
Coverage in Missouri
Carpenters Pension Trust Fund of Kansas City covers 5,650 participants in Missouri, 7.7x the typical Missouri plan (state average ~737 per filing). Assets: $1.3B.
- #9,844
- in Construction (9,927 peers)
- -7.6%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $103M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenters Pension Trust Fund of Kansas City's outsized position by total assets
Carpenters Pension Trust Fund of Kansas City vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,266,378,781 Top 1% higher than 99% 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 Trust Fund of Kansas City'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 Trust Fund of Kansas City lands in the large band (5,650 participants).
Published 5500 schedule card
Filing strip 436108379 · Carpenters Pension Trust Fund of Kansas City PY 2022 · Defined Benefit (Pension)
Carpenters Pension Trust Fund of Kansas City · $1.3B · 5,650 · 99th
- EBSA $1.3B
- PART 5,650
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Conocophillips Retirement Plan
- VS-ST ind #9844
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 Missouri →
Carpenters Pension Trust Fund of Kansas City in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$103M |
| Employer EIN | 436108379 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters Pension Trust Fund of Kansas City)
Sponsor-wide plan assets over time
All Carpenters Pension Trust Fund of Kansas City plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 14.702275716668062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,650 | $1.3B |
| 2023 | 1 | 5,851 | $1.4B |
| 2024 | 1 | 6,218 | $1.5B |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 31,010
- Ameren Retirement Plan $4.4B · 10,080
- Co-Op Retirement Plan $3.4B · 15,460
- Carpenters Pension Trust Fund of St. Louis $3.3B · 8,767
- Emerson Electric Company Retirement Plan $3.1B · 4,763
Scale composition for Carpenters Pension Trust Fund of Kansas City
Carpenters Pension Trust Fund of Kansas City reports $1.3B in end-of-year assets across 5,650 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $224,138 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$103M.
This plan identity (EIN 436108379, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.5B (+14.7%) while covered participants moved from 5,650 to 6,218 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,650 | $1.3B | This page |
| 2023 | 5,851 | $1.4B | Open filing |
| 2024 · index core | 6,218 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters Pension Trust Fund of Kansas City (Defined Benefit (Pension), $1.5B, 6,218 participants)
Carpenters Pension Trust Fund of Kansas City's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Conocophillips Retirement Plan in TX ($1.3B); by covered participants it is Carpenters Pension and Annuity Plan of Philadelphia and Vicinity in PA (5,652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Conocophillips Retirement Plan (TX) $1.3B · 4,178
- Southern California Pipe Trades Retirement Fund (CA) $1.3B · 6,062
- Western Pennsylvania Teamsters and Employers Pension Fund (PA) $1.3B · 3,799
- Retirement Plan of Carilion Clinic (VA) $1.3B · 10,722
Similar participant headcount
Nearest other-state filings by covered participants (5,650 participants); asset peers above are excluded.
- Carpenters Pension and Annuity Plan of Philadelphia and Vicinity (PA) 5,652 · 2 off
- Ameriprise Financial Retirement Plan (MN) 5,652 · 2 off
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (OH) 5,652 · 2 off
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,634 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.