Defined Benefit (Pension) · DOL Form 5500 · 2022
Carpenters & Millwrights of Houston & Vicinity Pension Fund Pension Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 1,355
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $149,128
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenters & Millwrights of Houston Vicinity Pension Fund · Sponsored by Carpenters & Millwrights of Houston & Vicinity Pension Fund · Tennessee · Construction
$202M in assets, 1,355 participants
Carpenters & Millwrights of Houston & Vicinity Pension Fund's Carpenters & Millwrights of Houston Vicinity Pension Fund reported $202M in total assets and 1,355 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,425 in Construction (9,927 peers)
Where Carpenters & Millwrights of Houston Vicinity Pension Fund sits by assets
Carpenters & Millwrights of Houston Vicinity Pension Fund sits in the top 5% of all filed plans by assets, $202M for 1,355 participants (~$149,128/participant), up 0.6% in 2022.
- #9,425
- in Construction (9,927 peers)
- +0.6%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Carpenters & Millwrights of Houston Vicinity Pension Fund's outsized position by total assets
Carpenters & Millwrights of Houston Vicinity Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$202,068,126 Top 4% higher than 96% 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 & Millwrights of Houston Vicinity Pension Fund'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 & Millwrights of Houston Vicinity Pension Fund lands in the large band (1,355 participants).
Published 5500 schedule card
Filing strip 746134999 · Carpenters & Millwrights of Houston & Vicinity Pension Fund PY 2022 · Defined Benefit (Pension)
Carpenters & Millwrights of Houston Vicinity Pension Fund · $202M · 1,355 · 96th
- ASSETS $202M
- ASSETS 1,355
- ASSETS 96th
- ASSETS Defined Benefit (Pension)
- ASSETS near The Goodyear Tire & Rubber Company Retail Pension Plan
- ASSETS ind #9425
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 →
Carpenters & Millwrights of Houston Vicinity Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $3M |
| Employer EIN | 746134999 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters & Millwrights of Houston & Vicinity Pension Fund)
Sponsor-wide plan assets over time
All Carpenters & Millwrights of Houston & Vicinity Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,355 | $202M |
| 2023 | 1 | 866 | N/A |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
Carpenters & Millwrights of Houston Vicinity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is The Goodyear Tire & Rubber Company Retail Pension Plan in OH ($202M); by covered participants it is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI (1,355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
- The Goodyear Tire & Rubber Company Retail Pension Plan (OH) $202M · 676
- I.U.O.E. Local 57 Pension Plan (RI) $202M · 782
- American Sugar Refining and Subsidiaries Pension P (NY) $203M · 426
- Webster Bank Pension Plan (NY) $201M · 671
Similar participant headcount
Nearest other-state filings by covered participants (1,355 participants); asset peers above are excluded.
- Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust (MI) 1,355 · 0 off
- Local 817 Ibt Pension Fund (NY) 1,354 · 1 off
- Lafargeholcim US Pension Plan (MI) 1,358 · 3 off
- Pension Fund of Local No. One of I. a. T. S. E. (NY) 1,360 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.