Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe Pension Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 4,486
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $324,086
- Avg per participant High balance/head
Official DOL plan name: Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund · Sponsored by Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe · Michigan · Construction
$1.5B in assets, 4,486 participants
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe's Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund reported $1.5B in total assets and 4,486 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.
- #9,864 in Construction (9,927 peers)
Coverage in Michigan
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund covers 4,486 participants in Michigan, 7.0x the typical Michigan plan (state average ~638 per filing). Assets: $1.5B.
- #9,864
- in Construction (9,927 peers)
- +5.4%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund's outsized position by total assets
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,453,848,410 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
Indiana/Kentucky/Ohio Regional Council of Carpenters 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. Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund lands in the large band (4,486 participants).
Published 5500 schedule card
Filing strip 516123713 · Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe PY 2022 · Defined Benefit (Pension)
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund · $1.5B · 4,486 · 99th
- EBSA $1.5B
- PART 4,486
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Afscme Employees Pension Plan
- VS-ST ind #9864
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 Michigan →
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $73M |
| Employer EIN | 516123713 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe)
Sponsor-wide plan assets over time
All Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 22.656853543623576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,486 | $1.5B |
| 2023 | 1 | 4,876 | $1.6B |
| 2024 | 1 | 5,712 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Afscme Employees Pension Plan in DC ($1.5B); by covered participants it is Ufcw Union Local 919 & Contributing Employers' Food Pension Fund in CT (4,467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Afscme Employees Pension Plan (DC) $1.5B · 1,645
- Huntington Ingalls Industries Retirement Plan B (VA) $1.5B · 2,400
- Main Line Health, Inc. Retirement Income Plan (PA) $1.5B · 9,199
- Employee Retirement Income Plan - Hourly East (WA) $1.5B · 1,891
Similar participant headcount
Nearest other-state filings by covered participants (4,486 participants); asset peers above are excluded.
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fund (CT) 4,467 · 19 off
- Raytheon Retirement Plan (CT) 4,467 · 19 off
- Ufcw Local 1500 Pension Plan (NY) 4,459 · 27 off
- Lockheed Martin Aerospace Hourly Pension Plan (MD) 4,519 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.