Defined Benefit (Pension) · DOL Form 5500 · 2022
Carpenters Pension Trust Fund of Kansas City Pension Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 5,650
- Participants
- 99th
- Percentile by assets
- $224,138
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.3B
- total plan assets (2022 EOY)
- 5,650
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $224,138
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Carpenters Pension Trust Fund of Kansas City reports 5,650 participants - 7.7x that state average ($1.3B EOY assets).
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)
| 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.
Carpenters Pension Trust Fund of Kansas City vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Carpenters Pension Trust Fund of Kansas City by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Carpenters Pension Trust Fund of Kansas City's numbers.
- By total assets, Carpenters Pension Trust Fund of Kansas City 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 Missouri. Compare plans
- Carpenters Pension Trust Fund of Kansas City's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Construction plans