Defined Benefit (Pension) · DOL Form 5500 · 2023
Greater Pennsylvania Carpenters' Pension Fund Pension Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 8,460
- Participants
- 99th
- Percentile by assets
- $147,205
- Avg per participant
Official DOL plan name: Greater Pennsylvania Carpenters' Pension Fund · Sponsored by Greater Pennsylvania Carpenters' Pension Fund · Pennsylvania · Construction
$1.2B in assets, 8,460 participants
Greater Pennsylvania Carpenters' Pension Fund's Greater Pennsylvania Carpenters' Pension Fund reported $1.2B in total assets and 8,460 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.
- 99th percentile by assets (of 127,072 plans)
- #8,931 in Construction (9,030 peers)
Coverage in Pennsylvania
Greater Pennsylvania Carpenters' Pension Fund covers 8,460 participants in Pennsylvania, 10x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 8,460
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $147,205
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greater Pennsylvania Carpenters' Pension Fund reported net income rose from -$169M in the plan year 2022 filing to $115M in the plan year 2023 filing.
- Greater Pennsylvania Carpenters' Pension Fund reported participants fell from 8,806 in the plan year 2022 filing to 8,460 in the plan year 2023 filing.
- Greater Pennsylvania Carpenters' Pension Fund end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Greater Pennsylvania Carpenters' Pension Fund reports 8,460 participants - 10x that state average ($1.2B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $115M |
| Employer EIN | 256135570 |
| Plan Effective Date | 1958-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Pennsylvania Carpenters' Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,806 | $1.2B |
| 2023 | 1 | 8,460 | $1.2B |
| 2024 | 1 | 8,163 | $1.7B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Greater Pennsylvania Carpenters' Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Scale composition for Greater Pennsylvania Carpenters' Pension Fund
Greater Pennsylvania Carpenters' Pension Fund reports $1.2B in end-of-year assets across 8,460 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $147,205 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $115M.
This plan identity (EIN 256135570, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.7B (+37.9%) while covered participants moved from 8,806 to 8,163 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,806 | $1.2B | Open filing |
| 2023 | 8,460 | $1.2B | This page |
| 2024 · index core | 8,163 | $1.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Greater Pennsylvania Carpenters' Pension Fund (Defined Benefit (Pension), $1.7B, 8,163 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Greater Pennsylvania Carpenters' Pension Fund by total assets, not by location.
- Thrivent Individual Pension Account Plan (MN) $1.2B · 4,384
- Nysa-Ila Pension Trust Fund & Plan (NJ) $1.2B · 4,139
- Umass Memorial Health Care Pension Plan (MA) $1.2B · 8,379
- Puget Sound Electrical Workers Pension Plan (WA) $1.3B · 5,292
Frequently Asked Questions
How did Greater Pennsylvania Carpenters' Pension Fund assets move in 2023? ▼
How have Greater Pennsylvania Carpenters' Pension Fund plan assets changed over time? ▼
Where does Greater Pennsylvania Carpenters' Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Greater Pennsylvania Carpenters' Pension Fund? ▼
Next read for Greater Pennsylvania Carpenters' Pension…
Filing takeaways
Ways to act on Greater Pennsylvania Carpenters' Pension Fund's numbers.
- By total assets, Greater Pennsylvania Carpenters' Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Greater Pennsylvania Carpenters' Pension Fund's sponsor-wide assets have grown 37.9% since 2022 across 3 plan years on file. More Construction plans