Defined Benefit (Pension) · DOL Form 5500 · 2023

Greater Pennsylvania Carpenters' Pension Fund Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
8,460
Participants Very large workforce
99th
Percentile by assets National rank
$147,205
Avg per participant Above avg balance/head
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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.

  • #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.

#8,931
in Construction (9,030 peers)
+3.6%
assets growth YoY
12×
vs typical plan assets (national mean)

Greater Pennsylvania Carpenters' Pension Fund's outsized position by total assets

Greater Pennsylvania Carpenters' Pension Fund vs every filed plan by assets

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

$1,245,354,599 Top 1% higher than 99% 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

Greater Pennsylvania Carpenters' Pension Fund'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. Greater Pennsylvania Carpenters' Pension Fund lands in the large band (8,460 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 256135570 · Greater Pennsylvania Carpenters' Pension Fund PY 2023 · Defined Benefit (Pension)

Greater Pennsylvania Carpenters' Pension Fund · $1.2B · 8,460 · 99th

  • EBSA $1.2B
  • EBSA 8,460
  • EBSA 99th
  • EBSA Defined Benefit (Pension)
  • EBSA near Thrivent Individual Pension Account Plan
  • EBSA ind #8931

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 Pennsylvania →

Greater Pennsylvania Carpenters' Pension Fund in the asset neighbourhood

Puget Sound Electrical Workers Pension PlanPuget Sound Electrical Worke…$1.3BGreater Pennsylvania Carpenters' Pension FundGreater Pennsylvania Carpent…$1.2BThrivent Individual Pension Account PlanThrivent Individual Pension …$1.2BNysa-Ila Pension Trust Fund & PlanNysa-Ila Pension Trust Fund …$1.2BUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$1.2B
End-of-year total assets ($B) among Greater Pennsylvania Carpenters' Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.2B
Net Income$115M
Employer EIN256135570
Plan Effective Date1958-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Pennsylvania Carpenters' Pension Fund)

Sponsor-wide plan assets over time

All Greater Pennsylvania Carpenters' Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 37.88372488692938% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B$1.8B 202220232024 $1.2B $1.66B ▲ +38.3%
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 Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Greater Pennsylvania Carpenters' Pension Fund, Total assets ($B): 1.245354599 · Participants: 8460Greater Pennsylvania Carpenters' Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Greater Pennsylvania Carpenters' Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Greater Pennsylvania Carpenters' Pension Fund side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Thrivent Individual Pension Account Plan in MN ($1.2B); by covered participants it is Retail Food Employers & Ufcw Local 711 Pension in UT (8,448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,460 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 Greater Pennsylvania Carpenters' Pension Fund assets move in 2023? ▼
Greater Pennsylvania Carpenters' Pension Fund edged up modestly - up 3.6% during 2023, from $1.2B to $1.2B. Reported net income was $115M.
How have Greater Pennsylvania Carpenters' Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Pennsylvania Carpenters' Pension Fund's sponsor-wide assets grew 37.9%, from $1.2B to $1.7B.
Where does Greater Pennsylvania Carpenters' Pension Fund rank by assets among Form 5500 filers? ▼
Greater Pennsylvania Carpenters' Pension Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Greater Pennsylvania Carpenters' Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thrivent Individual Pension Account Plan in MN ($1.2B, 4,384 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Greater Pennsylvania Carpenters' Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retail Food Employers & Ufcw Local 711 Pension in UT (8,448 participants, $355M 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 256135570.

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.