Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Southwest Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $708M
- Total assets Above avg plan size
- 52,075
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $13,599
- Avg per participant Low balance/head
Official DOL plan name: Southwest Carpenters Annuity Fund · Sponsored by Board of Trustees, Southwest Carpenters Annuity Fund · California · Construction
$708M in assets, 52,075 participants
Board of Trustees, Southwest Carpenters Annuity Fund's Southwest Carpenters Annuity Fund reported $708M in total assets and 52,075 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,861 in Construction (9,030 peers)
Coverage in California
Southwest Carpenters Annuity Fund covers 52,075 participants in California, 83x the typical California plan (state average ~630 per filing). Assets: $708M.
- #8,861
- in Construction (9,030 peers)
- +51.1%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Southwest Carpenters Annuity Fund's outsized position by total assets
Southwest Carpenters Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$708,148,164 Top 2% higher than 98% 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
Southwest Carpenters Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Carpenters Annuity Fund is a mega filing (52,075 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Carpenters Annuity Fund reported net income rose from $30M in the plan year 2022 filing to $162M in the plan year 2023 filing.
- Southwest Carpenters Annuity Fund end-of-year assets rose from $469M in the plan year 2022 filing to $708M in the plan year 2023 filing.
- Southwest Carpenters Annuity Fund reported participants rose from 45,399 in the plan year 2022 filing to 52,075 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 880135694 · Board of Trustees, Southwest Carpenters Annuity Fund PY 2023 · Profit Sharing
Southwest Carpenters Annuity Fund · $708M · 52,075 · 98th
- 5500 $708M
- ASSETS 52,075
- PCT 98th
- EIN Profit Sharing
- RANK near Morgan, Lewis & Bockius LLP Defined Contribution Plan
- PHOTO ind #8861
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 California →
Southwest Carpenters Annuity Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $469M |
|---|---|
| Net Assets (End of Year) | $707M |
| Net Income | $162M |
| Employer EIN | 880135694 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southwest Carpenters Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Southwest Carpenters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 142.40396581961002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45,399 | $469M |
| 2023 | 1 | 52,075 | $708M |
| 2024 | 1 | 59,889 | $1.1B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Scale composition for Southwest Carpenters Annuity Fund
Southwest Carpenters Annuity Fund reports $708M in end-of-year assets across 52,075 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $13,599 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $162M.
This plan identity (EIN 880135694, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $469M to $1.1B (+142.4%) while covered participants moved from 45,399 to 59,889 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 45,399 | $469M | Open filing |
| 2023 | 52,075 | $708M | This page |
| 2024 · index core | 59,889 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southwest Carpenters Annuity Fund (Profit Sharing, $1.1B, 59,889 participants)
Southwest Carpenters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Morgan, Lewis & Bockius LLP Defined Contribution Plan in PA ($714M); by covered participants it is Cleveland Clinic Investment Pension Plan in OH (48,582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($708M here).
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $714M · 2,458
- Popular, Inc. Pr Savings and Investment Plan (PR) $701M · 8,134
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC (PR) $719M · 2,713
- Legacy Health Defined Contribution Retirement Plan (OR) $697M · 11,313
Similar participant headcount
Nearest other-state filings by covered participants (52,075 participants); asset peers above are excluded.
- Cleveland Clinic Investment Pension Plan (OH) 48,582 · 3,493 off
- Retirement Wealth Builder Plan of Pwc (FL) 44,753 · 7,322 off
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) 36,057 · 16,018 off
- SEIU 775 Secure Retirement Plan (WA) 70,796 · 18,721 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.