Defined Benefit (Pension) · DOL Form 5500 · 2023
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee Pension Plan
Data updated 2026-08-25
- $777M
- Total assets Above avg plan size
- 2,942
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $263,963
- Avg per participant High balance/head
Official DOL plan name: Carpenters Labor-Management Pension Plan · Sponsored by United Brotherhood of Carpenters Labor-Mgmt Pf Trustee · Tennessee · Finance & Insurance
$777M in assets, 2,942 participants
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee's Carpenters Labor-Management Pension Plan reported $777M in total assets and 2,942 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,587 in Finance & Insurance (8,869 peers)
Coverage in Tennessee
Carpenters Labor-Management Pension Plan covers 2,942 participants in Tennessee, 2.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $777M.
- #8,587
- in Finance & Insurance (8,869 peers)
- +109.7%
- assets growth YoY
- 7.8×
- vs typical plan assets (national mean)
Carpenters Labor-Management Pension Plan's outsized position by total assets
Carpenters Labor-Management Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$776,577,763 Top 2% higher than 98% 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
Carpenters Labor-Management 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. Carpenters Labor-Management Pension Plan lands in the large band (2,942 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenters Labor-Management Pension Plan reported net income rose from -$68M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Carpenters Labor-Management Pension Plan end-of-year assets rose from $370M in the plan year 2022 filing to $777M in the plan year 2023 filing.
- Carpenters Labor-Management Pension Plan reported participants rose from 2,730 in the plan year 2022 filing to 2,942 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 516091982 · United Brotherhood of Carpenters Labor-Mgmt Pf Trustee PY 2023 · Defined Benefit (Pension)
Carpenters Labor-Management Pension Plan · $777M · 2,942 · 98th
- 5500 $777M
- 5500 2,942
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near Kaleida Health Pension Growth Plan
- 5500 ind #8587
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 Tennessee →
Carpenters Labor-Management Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $370M |
|---|---|
| Net Assets (End of Year) | $776M |
| Net Income | $26M |
| Employer EIN | 516091982 |
| Plan Effective Date | 1971-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Brotherhood of Carpenters Labor-Mgmt Pf Trustee)
Sponsor-wide plan assets over time
All United Brotherhood of Carpenters Labor-Mgmt Pf Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 219.01793717252872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,730 | $370M |
| 2023 | 1 | 2,942 | $777M |
| 2024 | 1 | 2,835 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Carpenters Labor-Management Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Kaleida Health Pension Growth Plan in NY ($776M); by covered participants it is Retirement Plan for Great Dane LLC in IL (2,940 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($777M here).
- Kaleida Health Pension Growth Plan (NY) $776M · 5,300
- Federal-Mogul Pension Plan (MI) $776M · 2,391
- The Trane Merged Hourly Pension Plan (NC) $775M · 1,183
- Rpm International Inc. Retirement Plan (OH) $773M · 7,736
Similar participant headcount
Nearest other-state filings by covered participants (2,942 participants); asset peers above are excluded.
- Retirement Plan for Great Dane LLC (IL) 2,940 · 2 off
- Retirement Plan for the Hourly Employees of Msd (NJ) 2,937 · 5 off
- Indiana Carpenters Pension Fund (MI) 2,955 · 13 off
- Ufcw Giant- Safeway Excess Supplemental Benefit Pension Fund (MD) 2,958 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.