Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan

Data updated 2026-08-11

$228M
Total assets: 2,208
Participants: 95th
Percentile by assets: $103,463
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$228M
total plan assets (2023 EOY): 2,208
covered participants: 95th
percentile by assets (of 127,072 plans): $103,463
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Construction

Tri-State Carpenters and Joiners Pension Trust Fund vs the 2023 asset distribution

By assets, Tri-State Carpenters and Joiners Pension Trust Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees - Tri-State Carpenters and Joiners Pension plans on file

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.

Tri-State Carpenters and Joiners Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

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

Compare Tri-State Carpenters and Joiners Pension… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Tri-State Carpenters and Joiners Pension Trust Fund by total assets, not by location.

I.a.T.S.E. Local No. 33 Pension Trust Fund (CA) $228M · 1,134
Ufcw International Union-Industry Variable Annuity Pension Plan (IL) $228M · 42,512
Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) $228M · 855
Massachusetts Teachers Association Retirement Plan (MA) $229M · 147

Frequently Asked Questions

How did Tri-State Carpenters and Joiners Pension Trust Fund assets move in 2023? ▼

Tri-State Carpenters and Joiners Pension Trust Fund grew at a solid clip - up 8.9% during 2023, from $210M to $228M. Reported net income was $18M.

How have Board of Trustees - Tri-State Carpenters and Joiners Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees - Tri-State Carpenters and Joiners Pension's sponsor-wide assets grew 115.5%, from $210M to $452M.

Where does Tri-State Carpenters and Joiners Pension Trust Fund rank by assets among Form 5500 filers? ▼

Tri-State Carpenters and Joiners Pension Trust Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Tri-State Carpenters and Joiners Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($228M, 1,134 participants).

Next read for Tri-State Carpenters and Joiners Pension…

Scale reading

Ways to act on Tri-State Carpenters and Joiners Pension Trust Fund's numbers.

By total assets, Tri-State Carpenters and Joiners Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
Board of Trustees - Tri-State Carpenters and Joiners Pension's sponsor-wide assets have grown 115.5% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620976048.