Defined Benefit (Pension) · DOL Form 5500 · 2023
Sw Oh Regional Council of Carpenters Pension Plan
Data updated 2026-08-25
- $401M
- Total assets Above avg plan size
- 1,610
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $249,331
- Avg per participant Above avg balance/head
Official DOL plan name: Sw Oh Regional Council of Carpenters Pension Plan · Sponsored by Sw Oh Regional Council of Carpenters · Michigan · Construction
$401M in assets, 1,610 participants
Sw Oh Regional Council of Carpenters's Sw Oh Regional Council of Carpenters Pension Plan reported $401M in total assets and 1,610 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,711 in Construction (9,030 peers)
Coverage in Michigan
Sw Oh Regional Council of Carpenters Pension Plan covers 1,610 participants in Michigan, 2.5x the typical Michigan plan (state average ~638 per filing). Assets: $401M.
- #8,711
- in Construction (9,030 peers)
- +74.7%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Sw Oh Regional Council of Carpenters Pension Plan's outsized position by total assets
Sw Oh Regional Council of Carpenters Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$401,423,040 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sw Oh Regional Council of Carpenters Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sw Oh Regional Council of Carpenters Pension Plan lands in the large band (1,610 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sw Oh Regional Council of Carpenters Pension Plan reported net income rose from -$40M in the plan year 2022 filing to $172M in the plan year 2023 filing.
- Sw Oh Regional Council of Carpenters Pension Plan end-of-year assets rose from $230M in the plan year 2022 filing to $401M in the plan year 2023 filing.
- Sw Oh Regional Council of Carpenters Pension Plan reported participants rose from 1,552 in the plan year 2022 filing to 1,610 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 316127287 · Sw Oh Regional Council of Carpenters PY 2023 · Defined Benefit (Pension)
Sw Oh Regional Council of Carpenters Pension Plan · $401M · 1,610 · 97th
- RANK $401M
- RANK 1,610
- RANK 97th
- RANK Defined Benefit (Pension)
- RANK near Silgan Closed Pension Plan
- RANK ind #8711
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 →
Sw Oh Regional Council of Carpenters Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $172M |
| Employer EIN | 316127287 |
| Plan Effective Date | 1964-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sw Oh Regional Council of Carpenters)
Sponsor-wide plan assets over time
All Sw Oh Regional Council of Carpenters plans reported in each filing year
- Latest sponsor-wide plan assets
- $421M 83.15531015315784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,552 | $230M |
| 2023 | 1 | 1,610 | $401M |
| 2024 | 1 | 1,587 | $421M |
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 $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Sw Oh Regional Council of Carpenters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Silgan Closed Pension Plan in CA ($402M); by covered participants it is Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan in IL (1,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($401M here).
- Silgan Closed Pension Plan (CA) $402M · 27
- Ubs Pension Plan (NJ) $401M · 299
- Nrg Pension Plan (NJ) $403M · 448
- The Hospital for Special Surgery Retirement Plan (NY) $400M · 1,169
Similar participant headcount
Nearest other-state filings by covered participants (1,610 participants); asset peers above are excluded.
- Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan (IL) 1,610 · 0 off
- Retail, Wholesale & Department Store International Union and Industry Pension Fund (AL) 1,611 · 1 off
- Msa Pension Plan (PA) 1,611 · 1 off
- IBEW Local 595 Pension Plan (CA) 1,607 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.