401(k) · DOL Form 5500 · 2023
Board of Trustees of the Central South Carpenters and Millwrights Defi 401(k) Plan
Data updated 2026-08-25
- $261M
- Total assets Near avg plan size
- 16,820
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $15,537
- Avg per participant Low balance/head
Official DOL plan name: Central South Carpenters and Milwrights Defined Contribution Fund · Sponsored by Board of Trustees of the Central South Carpenters and Millwrights Defi · Tennessee · Finance & Insurance
$261M in assets, 16,820 participants
Board of Trustees of the Central South Carpenters and Millwrights Defi's Central South Carpenters and Milwrights Defined Contribution Fund reported $261M in total assets and 16,820 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.
- #8,241 in Finance & Insurance (8,869 peers)
Coverage in Tennessee
Central South Carpenters and Milwrights Defined Contribution Fund covers 16,820 participants in Tennessee, 15x the typical Tennessee plan (state average ~1,126 per filing). Assets: $261M.
- #8,241
- in Finance & Insurance (8,869 peers)
- +40.4%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Central South Carpenters and Milwrights Defined Contribution Fund's outsized position by total assets
Central South Carpenters and Milwrights Defined Contribution Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$261,324,349 Top 4% higher than 96% 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
Central South Carpenters and Milwrights Defined Contribution Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Central South Carpenters and Milwrights Defined Contribution Fund is a mega filing (16,820 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Central South Carpenters and Milwrights Defined Contribution Fund reported participants rose from 4,694 in the plan year 2022 filing to 16,820 in the plan year 2023 filing.
- Central South Carpenters and Milwrights Defined Contribution Fund reported net income rose from -$32M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Central South Carpenters and Milwrights Defined Contribution Fund end-of-year assets rose from $186M in the plan year 2022 filing to $261M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 710851216 · Board of Trustees of the Central South Carpenters and Millwrights Defi PY 2023 · 401(k)
Central South Carpenters and Milwrights Defined Contribution Fund · $261M · 16,820 · 96th
- VS-ST $261M
- BOY 16,820
- SCH 96th
- EBSA 401(k)
- PART near Enovis 401(k) Savings Plan Plus
- TYPE ind #8241
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 →
Central South Carpenters and Milwrights Defined Contribution Fund in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $32M |
| Employer EIN | 710851216 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Central South Carpenters and Millwrights Defi)
Sponsor-wide plan assets over time
All Board of Trustees of the Central South Carpenters and Millwrights Defi plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 566.2087715674909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,694 | $186M |
| 2023 | 1 | 16,820 | $261M |
| 2024 | 1 | 15,271 | $1.2B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Scale composition for Central South Carpenters and Milwrights Defined Contribution Fund
Central South Carpenters and Milwrights Defined Contribution Fund reports $261M in end-of-year assets across 16,820 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $15,537 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $32M.
This plan identity (EIN 710851216, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $186M to $1.2B (+566.2%) while covered participants moved from 4,694 to 15,271 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,694 | $186M | Open filing |
| 2023 | 16,820 | $261M | This page |
| 2024 · index core | 15,271 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern District Ubc Defined Contribution Fund (401(k), $1.2B, 15,271 participants)
Central South Carpenters and Milwrights Defined Contribution Fund's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Enovis 401(k) Savings Plan Plus in DE ($261M); by covered participants it is Willis Towers Watson Savings Plan for U.S. Employees in VA (16,806 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($261M here).
- Enovis 401(k) Savings Plan Plus (DE) $261M · 2,098
- Element Savings and Investment Plan (CA) $261M · 2,841
- Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan (OH) $261M · 5,533
- Jackson Walker LLP Qualified Retirement Plan I (TX) $261M · 479
Similar participant headcount
Nearest other-state filings by covered participants (16,820 participants); asset peers above are excluded.
- Willis Towers Watson Savings Plan for U.S. Employees (VA) 16,806 · 14 off
- Firstservice Residential 401(k) Plan (FL) 16,805 · 15 off
- Smithfield Foods, Inc. Hourly 401(k) Plan (VA) 16,803 · 17 off
- Victoria's Secret & Co. 401(k) Savings and Retirement Plan (OH) 16,750 · 70 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.