401(k) · DOL Form 5500 · 2023

Southwest Carpenters Training Fund 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
98
Participants Small participant base
45th
Percentile by assets National rank
$52,185
Avg per participant Low balance/head
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Official DOL plan name: Southwest Carpenters Training Fund Employee Savings Trust · Sponsored by Southwest Carpenters Training Fund · California · Professional & Technical Services

$5M in assets, 98 participants

Southwest Carpenters Training Fund's Southwest Carpenters Training Fund Employee Savings Trust reported $5M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,671 in Professional & Technical Services (20,321 peers)

Southwest Carpenters Training Fund multi-year trail

Southwest Carpenters Training Fund's plans moved +35.5% in assets from 2022 to 2024; this filing shows Southwest Carpenters Training Fund Employee Savings Trust at $5M / 98 participants.

#8,671
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY

Southwest Carpenters Training Fund Employee Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Southwest Carpenters Training Fund Employee Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,114,125 45th percentile higher than 45% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southwest Carpenters Training Fund Employee Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Carpenters Training Fund Employee Savings Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Carpenters Training Fund Employee Savings Trust reported net income rose from -$941K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southwest Carpenters Training Fund Employee Savings Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southwest Carpenters Training Fund Employee Savings Trust reported participants fell from 101 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952106266 · Southwest Carpenters Training Fund PY 2023 · 401(k)

Southwest Carpenters Training Fund Employee Savings Trust · $5M · 98 · 45th

  • PHOTO $5M
  • IND 98
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Cvd Equipment Corporation 401(k) Plan
  • PCT ind #8671

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 Professional & Technical Services retirement plans → · Plans in California →

Southwest Carpenters Training Fund Employee Savings Trust in the asset neighbourhood

Southwest Carpenters Training Fund Employee Savings TrustSouthwest Carpenters Trainin…$5MCvd Equipment Corporation 401(k) PlanCvd Equipment Corporation 40…$5MHennis Care Centre, Inc. 401(k) PlanHennis Care Centre, Inc. 401…$5MF&me Consultants, Inc. Employee Savings PlanF&me Consultants, Inc. Emplo…$5MChannel Fish Processing Co. 401(k) PlanChannel Fish Processing Co. …$5M
End-of-year total assets ($M) among Southwest Carpenters Training Fund Employee Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Carpenters Training Fund multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Carpenters Training Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.53648093994496% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.07M $5.51M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 98 $5M
2024 1 107 $6M

Southwest Carpenters Training Fund filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN952106266
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Carpenters Training Fund Employee Savings Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southwest Carpenters Training Fund Employee Savings Trust, Total assets ($B): 0.005114125 · Participants: 98Southwest Carpenters Training Fund Employee Savings TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Southwest Carpenters Training Fund Employee Savings Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwest Carpenters Training Fund Employee Savings Trust side-by-side with 3 peers →

Southwest Carpenters Training Fund Employee Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cvd Equipment Corporation 401(k) Plan in NY ($5M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Carpenters Training Fund Employee Savings Trust assets move in 2023? ▼
Southwest Carpenters Training Fund Employee Savings Trust grew sharply - up 25.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Southwest Carpenters Training Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Carpenters Training Fund's sponsor-wide assets grew 35.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Southwest Carpenters Training Fund Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cvd Equipment Corporation 401(k) Plan in NY ($5M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Carpenters Training Fund Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952106266.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.