Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Florida Carpenters Pension Plan Pension Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
1,750
Participants Near avg headcount
96th
Percentile by assets National rank
$180,237
Avg per participant Above avg balance/head
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Official DOL plan name: Florida Carpenters Pension Plan · Sponsored by Trustees of the Florida Carpenters Pension Plan · Tennessee · Construction

$315M in assets, 1,750 participants

Trustees of the Florida Carpenters Pension Plan's Florida Carpenters Pension Plan reported $315M in total assets and 1,750 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,637 in Construction (9,030 peers)

Where Florida Carpenters Pension Plan sits by assets

Florida Carpenters Pension Plan sits in the top 5% of all filed plans by assets, $315M for 1,750 participants (~$180,237/participant), up 2.4% in 2023.

#8,637
in Construction (9,030 peers)
+2.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Florida Carpenters Pension Plan's outsized position by total assets

Florida Carpenters Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$315,415,194 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Florida Carpenters 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. Florida Carpenters Pension Plan lands in the large band (1,750 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Carpenters Pension Plan reported net income rose from -$40M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Florida Carpenters Pension Plan reported participants rose from 1,704 in the plan year 2022 filing to 1,750 in the plan year 2023 filing.
  • Florida Carpenters Pension Plan end-of-year assets rose from $308M in the plan year 2022 filing to $315M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 596205166 · Trustees of the Florida Carpenters Pension Plan PY 2023 · Defined Benefit (Pension)

Florida Carpenters Pension Plan · $315M · 1,750 · 96th

  • SCH $315M
  • SCH 1,750
  • SCH 96th
  • SCH Defined Benefit (Pension)
  • SCH near Roofers Local 149 Pension Fund
  • SCH ind #8637

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 →

Florida Carpenters Pension Plan in the asset neighbourhood

IBEW Local 683 Pension Fund Pension PlanIBEW Local 683 Pension Fund …$316MRoofers Local 149 Pension FundRoofers Local 149 Pension Fu…$316MFlorida Carpenters Pension PlanFlorida Carpenters Pension P…$315MRetirement Plan for Employees of Intermountain Power Service CorporationRetirement Plan for Employee…$315MRetirement Income Plan of the National Board of Medical ExaminersRetirement Income Plan of th…$315M
End-of-year total assets ($M) among Florida Carpenters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Trustees of the Florida Carpenters Pension Plan)

Sponsor-wide plan assets over time

All Trustees of the Florida Carpenters Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $308M $0M ▼ -100.0%
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.

Florida Carpenters Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Florida Carpenters Pension Plan, Total assets ($B): 0.315415194 · Participants: 1750Florida Carpenters Pension PlanFedex 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
Florida Carpenters Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Florida Carpenters Pension Plan side-by-side with 3 peers →

Florida Carpenters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Roofers Local 149 Pension Fund in MI ($316M); by covered participants it is University of Southern California Support Staff Retirement Plan in CA (1,750 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,750 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

How did Florida Carpenters Pension Plan assets move in 2023? ▼
Florida Carpenters Pension Plan edged up modestly - up 2.4% during 2023, from $308M to $315M. Reported net income was $7M.
Where does Florida Carpenters Pension Plan rank by assets among Form 5500 filers? ▼
Florida Carpenters Pension Plan ranks in the 96th 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 Florida Carpenters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local 149 Pension Fund in MI ($316M, 1,111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Florida Carpenters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is University of Southern California Support Staff Retirement Plan in CA (1,750 participants, $137M 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 596205166.

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.