Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

FLORIDA CARPENTERS PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN

This Defined Benefit (Pension) plan holds $315M in total assets and serves 1,750 participants as of 2023. It is sponsored by TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN in Tennessee. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$315M
Participants
1,750
State
Industry
Construction

What the Filing Says About FLORIDA CARPENTERS PENSION PLAN

FLORIDA CARPENTERS PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $315M in total end-of-year assets and covers 1,750 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 596205166, and the plan has been effective since 1967-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $308M at the beginning of 2023 to $315M at year-end — a gain of 2.4%. Net assets (after liabilities) closed the year at $315M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$308M
Total Assets (End of Year)$315M
Net Assets (End of Year)$315M
Net Income$7M
Plan TypeDefined Benefit (Pension)
Employer EIN596205166
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN)

Year Plans Participants Total Assets
2022 1 1,704 $308M
2023 1 1,750 $315M
2024 1 1,821 N/A

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the FLORIDA CARPENTERS PENSION PLAN?
As of the 2023 Form 5500 filing, FLORIDA CARPENTERS PENSION PLAN holds $315M in total assets with 1,750 participants. It is sponsored by TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN.
What type of plan is FLORIDA CARPENTERS PENSION PLAN?
FLORIDA CARPENTERS PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1967-04-01. The plan is filed with the U.S. Department of Labor under EIN 596205166.
Who sponsors the FLORIDA CARPENTERS PENSION PLAN?
FLORIDA CARPENTERS PENSION PLAN is sponsored by TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN, located in Tennessee. The sponsor's EIN is 596205166 and the plan operates in the Construction industry.
How did FLORIDA CARPENTERS PENSION PLAN perform in 2023?
FLORIDA CARPENTERS PENSION PLAN grew by 2.4% during 2023, moving from $308M to $315M in total assets. Net income was $7M.
Where can I find official filings for FLORIDA CARPENTERS PENSION PLAN?
Official Form 5500 filings for FLORIDA CARPENTERS PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 596205166 or plan name at efast.dol.gov.
How does FLORIDA CARPENTERS PENSION PLAN compare to other plans?
You can compare FLORIDA CARPENTERS PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 596205166.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.