Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Carpenters Benefit Plans of St. Louis Pension Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 8,767
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $371,452
- Avg per participant High balance/head
Official DOL plan name: Carpenters Pension Trust Fund of St. Louis · Sponsored by Trustees of Carpenters Benefit Plans of St. Louis · Missouri · Finance & Insurance
$3.3B in assets, 8,767 participants
Trustees of Carpenters Benefit Plans of St. Louis's Carpenters Pension Trust Fund of St. Louis reported $3.3B in total assets and 8,767 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.
- #9,191 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Carpenters Pension Trust Fund of St. Louis covers 8,767 participants in Missouri, 12x the typical Missouri plan (state average ~737 per filing). Assets: $3.3B.
- #9,191
- in Finance & Insurance (9,261 peers)
- +5.3%
- assets growth YoY
- 33×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenters Pension Trust Fund of St. Louis's outsized position by total assets
Carpenters Pension Trust Fund of St. Louis vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,256,518,868 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 Trust Fund of St. Louis'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 St. Louis lands in the large band (8,767 participants).
Form 5500 schedule snapshot
Filing strip 431622970 · Trustees of Carpenters Benefit Plans of St. Louis PY 2022 · Defined Benefit (Pension)
Carpenters Pension Trust Fund of St. Louis · $3.3B · 8,767 · 100th
- PHOTO $3.3B
- IND 8,767
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near Operating Engineers Pension Trust
- PCT ind #9191
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 Finance & Insurance retirement plans → · Plans in Missouri →
Carpenters Pension Trust Fund of St. Louis in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | -$26M |
| Employer EIN | 431622970 |
| Plan Effective Date | 1969-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Carpenters Benefit Plans of St. Louis)
Sponsor-wide plan assets over time
All Trustees of Carpenters Benefit Plans of St. Louis plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 4.801467159808884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,767 | $3.3B |
| 2023 | 1 | 11,420 | $3.3B |
| 2024 | 1 | 11,832 | $3.4B |
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
- Emerson Electric Company Retirement Plan $3.1B · 4,763
- Bjc Pension Plan $2.8B · 19,132
Scale composition for Carpenters Pension Trust Fund of St. Louis
Carpenters Pension Trust Fund of St. Louis reports $3.3B in end-of-year assets across 8,767 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $371,452 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2022 was -$26M.
This plan identity (EIN 431622970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $3.4B (+4.8%) while covered participants moved from 8,767 to 11,832 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,767 | $3.3B | This page |
| 2023 | 11,420 | $3.3B | Open filing |
| 2024 · index core | 11,832 | $3.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters Pension Trust Fund of St. Louis (Defined Benefit (Pension), $3.4B, 11,832 participants)
Carpenters Pension Trust Fund of St. Louis's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Operating Engineers Pension Trust in CA ($3.3B); by covered participants it is William Beaumont Hospital Employees' Retirement Plan in MI (8,777 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- Operating Engineers Pension Trust (CA) $3.3B · 12,640
- Cummins Pension Plan (IN) $3.2B · 24,119
- Pinnacle West Capital Corporation Retirement Plan (AZ) $3.2B · 5,840
- Hii Newport News Shipbuilding, Inc. Retirement Plan (VA) $3.3B · 5,995
Similar participant headcount
Nearest other-state filings by covered participants (8,767 participants); asset peers above are excluded.
- William Beaumont Hospital Employees' Retirement Plan (MI) 8,777 · 10 off
- Tforce Freight Pension Plan (TX) 8,757 · 10 off
- Greater Pennsylvania Carpenters' Pension Fund (PA) 8,806 · 39 off
- Marsh & Mclennan Companies Retirement Plan (NY) 8,819 · 52 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.