Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Eastern Atlantic States Carpenters Pension Fund Pension Plan
Data updated 2026-08-25
- $4.7B
- Total assets Very large vs avg
- 11,775
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $402,023
- Avg per participant High balance/head
Official DOL plan name: Eastern Atlantic States Carpenters Pension Fund · Sponsored by Board of Trustees Eastern Atlantic States Carpenters Pension Fund · Pennsylvania · Construction
$4.7B in assets, 11,775 participants
Board of Trustees Eastern Atlantic States Carpenters Pension Fund's Eastern Atlantic States Carpenters Pension Fund reported $4.7B in total assets and 11,775 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #9,011 in Construction (9,030 peers)
Coverage in Pennsylvania
Eastern Atlantic States Carpenters Pension Fund covers 11,775 participants in Pennsylvania, 14x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4.7B.
- #9,011
- in Construction (9,030 peers)
- +12.5%
- assets growth YoY
- 47×
- vs typical plan assets (national mean)
Eastern Atlantic States Carpenters Pension Fund's outsized position by total assets
Eastern Atlantic States Carpenters Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,733,825,357 Highest reported value at or above every one 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
Eastern Atlantic States Carpenters Pension 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. Eastern Atlantic States Carpenters Pension Fund is a mega filing (11,775 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eastern Atlantic States Carpenters Pension Fund reported net income rose from -$80M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- Eastern Atlantic States Carpenters Pension Fund reported participants rose from 5,652 in the plan year 2022 filing to 11,775 in the plan year 2023 filing.
- Eastern Atlantic States Carpenters Pension Fund end-of-year assets rose from $4.2B in the plan year 2022 filing to $4.7B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231613018 · Board of Trustees Eastern Atlantic States Carpenters Pension Fund PY 2023 · Defined Benefit (Pension)
Eastern Atlantic States Carpenters Pension Fund · $4.7B · 11,775 · 100th
- EOY $4.7B
- 5500 11,775
- ASSETS 100th
- PCT Defined Benefit (Pension)
- EIN near Usaa Pension Plan
- RANK ind #9011
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 Pennsylvania →
Eastern Atlantic States Carpenters Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $181M |
| Employer EIN | 231613018 |
| Plan Effective Date | 1962-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Eastern Atlantic States Carpenters Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Eastern Atlantic States Carpenters Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 18.256969575375006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,701 | $4.2B |
| 2023 | 1 | 11,775 | $4.7B |
| 2024 | 1 | 12,421 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Scale composition for Eastern Atlantic States Carpenters Pension Fund
Eastern Atlantic States Carpenters Pension Fund reports $4.7B in end-of-year assets across 11,775 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $402,023 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2023 was $181M.
This plan identity (EIN 231613018, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.2B to $5.0B (+18.3%) while covered participants moved from 5,652 to 12,421 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,652 | $4.2B | Open filing |
| 2023 | 11,775 | $4.7B | This page |
| 2024 · index core | 12,421 | $5.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Eastern Atlantic States Carpenters Pension Fund (Defined Benefit (Pension), $5.0B, 12,421 participants)
Eastern Atlantic States Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Usaa Pension Plan in TX ($4.7B); by covered participants it is Nestle Pension Plan in OH (11,838 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.7B here).
- Usaa Pension Plan (TX) $4.7B · 31,427
- The Southern California Edison Company Retirement Plan (CA) $4.7B · 9,551
- Ameren Retirement Plan (MO) $4.7B · 10,156
- Lumen Combined Pension Plan (LA) $4.8B · 10,804
Similar participant headcount
Nearest other-state filings by covered participants (11,775 participants); asset peers above are excluded.
- Nestle Pension Plan (OH) 11,838 · 63 off
- Nylic Retirement Plan (NY) 11,867 · 92 off
- Massachusetts Institute of Technology Basic Retirement Plan (MA) 11,888 · 113 off
- Advocate Aurora Health Pension Plan (IL) 11,955 · 180 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.