Other · DOL Form 5500 · 2023
Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan Retirement Plan
Data updated 2026-08-25
- $535M
- Total assets Above avg plan size
- 2,882
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $185,544
- Avg per participant Above avg balance/head
Official DOL plan name: Southeastern Carpenters and Millwrights Pension Plan · Sponsored by Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan · Tennessee · Construction
$535M in assets, 2,882 participants
Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan's Southeastern Carpenters and Millwrights Pension Plan reported $535M in total assets and 2,882 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.
- #8,790 in Construction (9,030 peers)
Coverage in Tennessee
Southeastern Carpenters and Millwrights Pension Plan covers 2,882 participants in Tennessee, 2.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $535M.
- #8,790
- in Construction (9,030 peers)
- +14.3%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Southeastern Carpenters and Millwrights Pension Plan's outsized position by total assets
Southeastern Carpenters and Millwrights Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$534,737,215 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
Southeastern Carpenters and Millwrights 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. Southeastern Carpenters and Millwrights Pension Plan lands in the large band (2,882 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeastern Carpenters and Millwrights Pension Plan reported net income rose from -$59M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Southeastern Carpenters and Millwrights Pension Plan reported participants fell from 9,451 in the plan year 2022 filing to 2,882 in the plan year 2023 filing.
- Southeastern Carpenters and Millwrights Pension Plan end-of-year assets rose from $468M in the plan year 2022 filing to $535M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 586080306 · Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan PY 2023 · Other
Southeastern Carpenters and Millwrights Pension Plan · $535M · 2,882 · 98th
- NET $535M
- BOOK 2,882
- VS-ST 98th
- BOY Other
- SCH near Henry M. Jackson Foundation Defined Contribution Retirement Plan
- EBSA ind #8790
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 Tennessee →
Southeastern Carpenters and Millwrights Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | $67M |
| Employer EIN | 586080306 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan)
Sponsor-wide plan assets over time
All Jt Bd of Trustees of Southeastern Carps & Millwrights Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,451 | $468M |
| 2023 | 1 | 2,882 | $535M |
| 2024 | 1 | 2,695 | N/A |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Dialysis Clinic, Inc. Thrift Plan $414M · 5,644
Southeastern Carpenters and Millwrights Pension Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Henry M. Jackson Foundation Defined Contribution Retirement Plan in MD ($534M); by covered participants it is Sunrise Community, Inc. the Employee Pension Benefit Plan in FL (2,877 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($535M here).
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) $534M · 2,255
- Yale University Matching Retirement Plan (CT) $539M · 6,059
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $541M · 17,854
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) $542M · 7,483
Similar participant headcount
Nearest other-state filings by covered participants (2,882 participants); asset peers above are excluded.
- Sunrise Community, Inc. the Employee Pension Benefit Plan (FL) 2,877 · 5 off
- St. Barnabas Hospital 403(b) Plan (NY) 2,866 · 16 off
- Riverside Healthcare 403(b) Retirement Plan (IL) 2,844 · 38 off
- Joint Annuity Fund Local 164 IBEW (NJ) 2,841 · 41 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.