Defined Benefit (Pension) · DOL Form 5500 · 2023
United Brotherhood of Carpenters Pension Fund Pension Plan
Data updated 2026-08-25
- $979M
- Total assets Above avg plan size
- 1,295
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $755,625
- Avg per participant High balance/head
Official DOL plan name: United Brotherhood of Carpenters Pension Fund United States Segment · Sponsored by United Brotherhood of Carpenters Pension Fund · Nevada · Finance & Insurance
$979M in assets, 1,295 participants
United Brotherhood of Carpenters Pension Fund's United Brotherhood of Carpenters Pension Fund United States Segment reported $979M in total assets and 1,295 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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 Finance & Insurance (8,869 peers)
Coverage in Nevada
United Brotherhood of Carpenters Pension Fund United States Segment covers 1,295 participants in Nevada, 2.0x the typical Nevada plan (state average ~636 per filing). Assets: $979M.
- #8,637
- in Finance & Insurance (8,869 peers)
- +7.9%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
United Brotherhood of Carpenters Pension Fund United States Segment's outsized position by total assets
United Brotherhood of Carpenters Pension Fund United States Segment vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$978,533,756 Top 1% higher than 99% 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
United Brotherhood of Carpenters Pension Fund United States Segment'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. United Brotherhood of Carpenters Pension Fund United States Segment lands in the large band (1,295 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Brotherhood of Carpenters Pension Fund United States Segment reported net income rose from -$179M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- United Brotherhood of Carpenters Pension Fund United States Segment end-of-year assets rose from $907M in the plan year 2022 filing to $979M in the plan year 2023 filing.
- United Brotherhood of Carpenters Pension Fund United States Segment reported participants fell from 1,316 in the plan year 2022 filing to 1,295 in the plan year 2023 filing.
DOL schedule card
Filing strip 526075035 · United Brotherhood of Carpenters Pension Fund PY 2023 · Defined Benefit (Pension)
United Brotherhood of Carpenters Pension Fund United States Segment · $979M · 1,295 · 99th
- VS-ST $979M
- BOY 1,295
- SCH 99th
- EBSA Defined Benefit (Pension)
- PART near Mondelez Global LLC Retirement Plan
- TYPE 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 Finance & Insurance retirement plans → · Plans in Nevada →
United Brotherhood of Carpenters Pension Fund United States Segment in the asset neighbourhood
Nevada filing particulars
| Total Assets (Beginning of Year) | $907M |
|---|---|
| Net Assets (End of Year) | $978M |
| Net Income | $72M |
| Employer EIN | 526075035 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Brotherhood of Carpenters Pension Fund)
Sponsor-wide plan assets over time
All United Brotherhood of Carpenters Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 17.76221591927124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,316 | $907M |
| 2023 | 1 | 1,295 | $979M |
| 2024 | 1 | 1,296 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Nevada
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Eighth District Electrical Pension Fund $1.2B · 10,900
- Retirement Plan for Employees of Southwest Gas Corporation $1.2B · 2,020
- Nv Energy Retirement Plan $813M · 1,356
- Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a $582M · 2,630
- Mission Support and Test Services LLC (Msts) Employee Retirement Plan $559M · 2,033
United Brotherhood of Carpenters Pension Fund United States Segment's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nevada, the nearest Defined Benefit (Pension) by assets is Mondelez Global LLC Retirement Plan in IL ($979M); by covered participants it is Minneapolis Food Distributing Industry Pension Plan in MN (1,295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($979M here).
- Mondelez Global LLC Retirement Plan (IL) $979M · 2,097
- Mutual of Omaha Retirement Income Plan (NE) $979M · 504
- Milwaukee Drivers Pension Plan (WI) $981M · 2,422
- New England Health Care Employees Pension Plan (CT) $976M · 8,879
Similar participant headcount
Nearest other-state filings by covered participants (1,295 participants); asset peers above are excluded.
- Minneapolis Food Distributing Industry Pension Plan (MN) 1,295 · 0 off
- Retirement Plan of Sasol (USA) Coporation (TX) 1,296 · 1 off
- Sanofi Pasteur Inc. Retirement Plan (PA) 1,297 · 2 off
- C.V. Starr & Co., Inc. Retirement Plan (NY) 1,297 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.