Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Southern Alaska Carp. Retirement Plan Pension Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
628
Participants Below avg headcount
93rd
Percentile by assets National rank
$237,762
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Alaska Carpenters Retirement Plan · Sponsored by Trustees of the Southern Alaska Carp. Retirement Plan · Washington · Construction

$149M in assets, 628 participants

Trustees of the Southern Alaska Carp. Retirement Plan's Southern Alaska Carpenters Retirement Plan reported $149M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,312 in Construction (9,030 peers)

Coverage in Washington

Southern Alaska Carpenters Retirement Plan covers 628 participants in Washington, about 43% of the average Washington filer (state average ~1,476 per filing). Assets: $149M.

#8,312
in Construction (9,030 peers)
+4.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Southern Alaska Carpenters Retirement Plan's outsized position by total assets

Southern Alaska Carpenters Retirement Plan vs every filed plan by assets

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

$149,314,290 Top 7% higher than 93% 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

Southern Alaska Carpenters Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Alaska Carpenters Retirement Plan sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Alaska Carpenters Retirement Plan reported net income rose from -$24M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Southern Alaska Carpenters Retirement Plan end-of-year assets rose from $143M in the plan year 2022 filing to $149M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920120866 · Trustees of the Southern Alaska Carp. Retirement Plan PY 2023 · Defined Benefit (Pension)

Southern Alaska Carpenters Retirement Plan · $149M · 628 · 93rd

  • IND $149M
  • EOY 628
  • 5500 93rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Truman Medical Centers Cash Balance Retirement Plan
  • EIN ind #8312

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 Washington →

Southern Alaska Carpenters Retirement Plan in the asset neighbourhood

Domtar US Hourly Pension Plan$149MTruman Medical Centers Cash Balance Retirement PlanTruman Medical Centers Cash …$149MSouthern Alaska Carpenters Retirement PlanSouthern Alaska Carpenters R…$149MThe American and National Leagues of Professional Baseball Clubs Retirement Income Plan for UmpiresThe American and National Le…$149MPmc Business Pension Plan$149M
End-of-year total assets ($M) among Southern Alaska Carpenters Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$149M
Net Income$7M
Employer EIN920120866
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Southern Alaska Carp. Retirement Plan)

Sponsor-wide plan assets over time

All Trustees of the Southern Alaska Carp. Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $143M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 629 $143M
2023 1 628 $149M
2024 1 389 N/A

Nearby Defined Benefit (Pension) Plans in Washington

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

Southern Alaska Carpenters Retirement Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -20020406080 Total assets ($B) Participants Southern Alaska Carpenters Retirement Plan, Total assets ($B): 0.14931429 · Participants: 628Southern Alaska Carpenters Retirement PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 57.387332732 · Participants: 229511Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.042153263 · Participants: 31566The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 16.333139549 · Participants: 32477The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 3.287308621 · Participants: 15892Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 3.066446219 · Participants: 8339Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Southern Alaska Carpenters Retirement Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Southern Alaska Carpenters Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest Defined Benefit (Pension) by assets is Truman Medical Centers Cash Balance Retirement Plan in MO ($149M); by covered participants it is Northwest Airlines Pension Plan for Salaried Employees in GA (628 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (628 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 Southern Alaska Carpenters Retirement Plan assets move in 2023? ▼
Southern Alaska Carpenters Retirement Plan edged up modestly - up 4.7% during 2023, from $143M to $149M. Reported net income was $7M.
Where does Southern Alaska Carpenters Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Alaska Carpenters Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern Alaska Carpenters Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Truman Medical Centers Cash Balance Retirement Plan in MO ($149M, 911 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Alaska Carpenters Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwest Airlines Pension Plan for Salaried Employees in GA (628 participants, $214M 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 920120866.

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.