Money Purchase · DOL Form 5500 · 2022
Southern Carpenters Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 2,083
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $6,342
- Avg per participant Low balance/head
Official DOL plan name: Southern Carpenters Supplemental Pension Plan · Sponsored by Southern Carpenters Supplemental Pension Plan · Tennessee · Construction
$13M in assets, 2,083 participants
Southern Carpenters Supplemental Pension Plan's Southern Carpenters Supplemental Pension Plan reported $13M in total assets and 2,083 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #6,950 in Construction (9,927 peers)
2022 asset change
Southern Carpenters Supplemental Pension Plan surged 69.9% in 2022 ($8M → $13M) for 2,083 participants.
- #6,950
- in Construction (9,927 peers)
- +69.9%
- assets growth YoY
Southern Carpenters Supplemental Pension Plan's outsized position by total assets
Southern Carpenters Supplemental Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,209,748 Top 30% higher than 70% 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
Southern Carpenters Supplemental Pension Plan'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. Southern Carpenters Supplemental Pension Plan lands in the large band (2,083 participants).
EBSA filing schedule strip
Filing strip 371820508 · Southern Carpenters Supplemental Pension Plan PY 2022 · Money Purchase
Southern Carpenters Supplemental Pension Plan · $13M · 2,083 · 70th
- SCH $13M
- SCH 2,083
- SCH 70th
- SCH Money Purchase
- SCH near Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan
- SCH ind #6950
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 Tennessee →
Southern Carpenters Supplemental Pension Plan in the asset neighbourhood
Southern Carpenters Supplemental Pension Plan years around the 2022 move
Sponsor-wide plan assets over time
All Southern Carpenters Supplemental Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,083 | $13M |
| 2023 | 1 | 2,851 | $20M |
| 2024 | 1 | 3,142 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $5M |
| Employer EIN | 371820508 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
Southern Carpenters Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ ($13M); by covered participants it is The Rand Corporation 401(a) Qualified Retirement Plan in CA (2,084 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan (AZ) $13M · 538
- Association of Public and Land-Grant Universities Aplu-DC Plan (DC) $13M · 72
- University of Maryland Physicians, P.a. Money Purchase Pension Plan and Trust (MD) $13M · 272
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) $13M · 590
Similar participant headcount
Nearest other-state filings by covered participants (2,083 participants); asset peers above are excluded.
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,084 · 1 off
- Cascade Pension Plan (OR) 2,092 · 9 off
- Plumbers and Pipefitters Local Union No. 396 Security Plan (OH) 2,069 · 14 off
- Tile Industry Retirement Savings Trust Fund (CA) 2,101 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.