Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Carpenters Pension Fund of Illinois Pension Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 4,750
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $451,578
- Avg per participant High balance/head
Official DOL plan name: Carpenters Pension Fund of Illinois · Sponsored by Board of Trustees of Carpenters Pension Fund of Illinois · Illinois · Finance & Insurance
$2.1B in assets, 4,750 participants
Board of Trustees of Carpenters Pension Fund of Illinois's Carpenters Pension Fund of Illinois reported $2.1B in total assets and 4,750 participants in its 2023 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.
- #8,750 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Carpenters Pension Fund of Illinois covers 4,750 participants in Illinois, 6.1x the typical Illinois plan (state average ~779 per filing). Assets: $2.1B.
- #8,750
- in Finance & Insurance (8,869 peers)
- +4.4%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
Carpenters Pension Fund of Illinois's outsized position by total assets
Carpenters Pension Fund of Illinois vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,144,994,376 Top 1% higher than 99% 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
Carpenters Pension Fund of Illinois'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. Carpenters Pension Fund of Illinois lands in the large band (4,750 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenters Pension Fund of Illinois reported net income rose from -$329M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Carpenters Pension Fund of Illinois end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- Carpenters Pension Fund of Illinois reported participants rose from 4,731 in the plan year 2022 filing to 4,750 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 366147396 · Board of Trustees of Carpenters Pension Fund of Illinois PY 2023 · Defined Benefit (Pension)
Carpenters Pension Fund of Illinois · $2.1B · 4,750 · 99th
- BOOK $2.1B
- VS-ST 4,750
- BOY 99th
- SCH Defined Benefit (Pension)
- EBSA near The Aerospace Employees' Retirement Plan (Aerp)
- PART ind #8750
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 Illinois →
Carpenters Pension Fund of Illinois in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $79M |
| Employer EIN | 366147396 |
| Plan Effective Date | 1957-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Carpenters Pension Fund of Illinois)
Sponsor-wide plan assets over time
All Board of Trustees of Carpenters Pension Fund of Illinois plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 10.909853044581364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,731 | $2.1B |
| 2023 | 1 | 4,750 | $2.1B |
| 2024 | 1 | 4,997 | $2.3B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Carpenters Pension Fund of Illinois's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Aerospace Employees' Retirement Plan (Aerp) in CA ($2.1B); by covered participants it is Cadence Retirement Plan and Trust Agreement in MS (4,758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- The Aerospace Employees' Retirement Plan (Aerp) (CA) $2.1B · 2,595
- Phillips 66 Retirement Plan (TX) $2.2B · 10,346
- Pension Plan of Public Service Enterprise Group Incorporated II (NJ) $2.1B · 10,014
- Ohio Carpenters' Pension Plan (MI) $2.2B · 10,351
Similar participant headcount
Nearest other-state filings by covered participants (4,750 participants); asset peers above are excluded.
- Cadence Retirement Plan and Trust Agreement (MS) 4,758 · 8 off
- Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) 4,761 · 11 off
- Pvh Consolidated Pension Plan (NJ) 4,777 · 27 off
- Salt River Project Employees' Retirement Plan (AZ) 4,790 · 40 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.