Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 2,208
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $103,463
- Avg per participant Below avg balance/head
Official DOL plan name: Tri-State Carpenters and Joiners Pension Trust Fund · Sponsored by Board of Trustees - Tri-State Carpenters and Joiners Pension · Tennessee · Construction
$228M in assets, 2,208 participants
Board of Trustees - Tri-State Carpenters and Joiners Pension's Tri-State Carpenters and Joiners Pension Trust Fund reported $228M in total assets and 2,208 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,522 in Construction (9,030 peers)
Where Tri-State Carpenters and Joiners Pension Trust Fund sits by assets
Tri-State Carpenters and Joiners Pension Trust Fund sits in the top 5% of all filed plans by assets, $228M for 2,208 participants (~$103,463/participant), up 8.9% in 2023.
- #8,522
- in Construction (9,030 peers)
- +8.9%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Tri-State Carpenters and Joiners Pension Trust Fund's outsized position by total assets
Tri-State Carpenters and Joiners Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$228,446,503 Top 5% higher than 95% 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
Tri-State Carpenters and Joiners Pension Trust Fund'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. Tri-State Carpenters and Joiners Pension Trust Fund lands in the large band (2,208 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tri-State Carpenters and Joiners Pension Trust Fund reported net income rose from -$26M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Tri-State Carpenters and Joiners Pension Trust Fund end-of-year assets rose from $210M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- Tri-State Carpenters and Joiners Pension Trust Fund reported participants rose from 2,188 in the plan year 2022 filing to 2,208 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 620976048 · Board of Trustees - Tri-State Carpenters and Joiners Pension PY 2023 · Defined Benefit (Pension)
Tri-State Carpenters and Joiners Pension Trust Fund · $228M · 2,208 · 95th
- IND $228M
- IND 2,208
- IND 95th
- IND Defined Benefit (Pension)
- IND near I.a.T.S.E. Local No. 33 Pension Trust Fund
- IND ind #8522
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 →
Tri-State Carpenters and Joiners Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $18M |
| Employer EIN | 620976048 |
| Plan Effective Date | 1970-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Tri-State Carpenters and Joiners Pension)
Sponsor-wide plan assets over time
All Board of Trustees - Tri-State Carpenters and Joiners Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 115.48760574765173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,188 | $210M |
| 2023 | 1 | 2,208 | $228M |
| 2024 | 1 | 2,085 | $452M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Tri-State Carpenters and Joiners Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($228M); by covered participants it is Aflac Incorporated Pension Plan in GA (2,206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,208 participants); asset peers above are excluded.
- Aflac Incorporated Pension Plan (GA) 2,206 · 2 off
- Iuoe Local 30 Pension Fund (NY) 2,205 · 3 off
- Boy Scouts of America Master Pension Trust-Boy Scouts of America Retirement Plan for Employees (TX) 2,204 · 4 off
- Chicago Painters and Decorators Pension Fund (IL) 2,212 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.