Defined Benefit (Pension) · DOL Form 5500 · 2023

Carpenters & Millwrights of Houston & Vicinity Pension Fund Pension Plan

Data updated 2026-08-25

N/A
Total assets —
866
Participants Near avg headcount
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Official DOL plan name: Carpenters & Millwrights of Houston Vicinity Pension Fund · Sponsored by Carpenters & Millwrights of Houston & Vicinity Pension Fund · Tennessee · Construction

N/A in assets, 866 participants

Carpenters & Millwrights of Houston & Vicinity Pension Fund's Carpenters & Millwrights of Houston Vicinity Pension Fund reported N/A in total assets and 866 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Carpenters & Millwrights of Houston Vicinity Pension Fund holds N/A for 866 participants.

$8M
reported net income

Carpenters & Millwrights of Houston Vicinity Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenters & Millwrights of Houston Vicinity Pension Fund sits mid-pack in the medium band (866 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpenters & Millwrights of Houston Vicinity Pension Fund reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carpenters & Millwrights of Houston Vicinity Pension Fund reported participants fell from 1,355 in the plan year 2022 filing to 866 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 746134999 · Carpenters & Millwrights of Houston & Vicinity Pension Fund PY 2023 · Defined Benefit (Pension)

Carpenters & Millwrights of Houston Vicinity Pension Fund · N/A · 866

  • BOOK N/A
  • BOOK 866
  • BOOK PY 2023
  • BOOK Defined Benefit (Pension)
  • BOOK near Mondelez Global LLC Hourly Retirement Plan
  • BOOK $8M

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 →

Filing particulars (2023)

Total Assets (Beginning of Year)$202M
Net Assets (End of Year)N/A
Net Income$8M
Employer EIN746134999
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters & Millwrights of Houston & Vicinity Pension Fund)

Sponsor-wide plan assets over time

All Carpenters & Millwrights of Houston & Vicinity Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M 20222023 $202M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,355 $202M
2023 1 866 N/A

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carpenters & Millwrights of Houston Vicinity Pension Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 5 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Fedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Carpenters & Millwrights of Houston Vicinity Pension Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Carpenters & Millwrights of Houston Vicinity Pension Fund side-by-side with 3 peers →

Carpenters & Millwrights of Houston Vicinity Pension Fund's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by covered participants is Mondelez Global LLC Hourly Retirement Plan in IL (866 participants; this filing: 866 participants).

Similar participant headcount

Nearest other-state filings by covered participants (866 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Defined Benefit (Pension) plans cover a similar participant headcount to Carpenters & Millwrights of Houston Vicinity Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mondelez Global LLC Hourly Retirement Plan in IL (866 participants, $296M in assets).

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 746134999.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.