Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Marine Carpenters Pension Fund Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
160
Participants Small participant base
87th
Percentile by assets National rank
$353,379
Avg per participant High balance/head
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Official DOL plan name: Marine Carpenters Pension Fund · Sponsored by Board of Trustees, Marine Carpenters Pension Fund · California · Construction

$57M in assets, 160 participants

Board of Trustees, Marine Carpenters Pension Fund's Marine Carpenters Pension Fund reported $57M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,645 in Construction (9,030 peers)

Coverage in California

Marine Carpenters Pension Fund covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $57M.

#7,645
in Construction (9,030 peers)
+1.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Marine Carpenters Pension Fund's outsized position by total assets

Marine Carpenters Pension Fund vs every filed plan by assets

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

$56,540,698 Top 13% higher than 87% 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

Marine Carpenters Pension Fund 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. Marine Carpenters Pension Fund sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marine Carpenters Pension Fund reported net income rose from -$10M in the plan year 2022 filing to $945K in the plan year 2023 filing.
  • Marine Carpenters Pension Fund reported participants fell from 190 in the plan year 2022 filing to 160 in the plan year 2023 filing.
  • Marine Carpenters Pension Fund end-of-year assets rose from $56M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 946272731 · Board of Trustees, Marine Carpenters Pension Fund PY 2023 · Defined Benefit (Pension)

Marine Carpenters Pension Fund · $57M · 160 · 87th

  • EIN $57M
  • RANK 160
  • PHOTO 87th
  • IND Defined Benefit (Pension)
  • EOY near Sheet Metal Workers Local 218(s) Pension Plan
  • 5500 ind #7645

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 California →

Marine Carpenters Pension Fund in the asset neighbourhood

Pension Plan for Eligible Employees of Suburban Propane L.P. and SubsidiariesPension Plan for Eligible Em…$57MSheet Metal Workers Local 218(s) Pension PlanSheet Metal Workers Local 21…$57MMarine Carpenters Pension FundMarine Carpenters Pension Fu…$57MVelcro Pension Plan$56MHapo Community Credit Union Cash Balance Defined Benefit Plan and TrustHapo Community Credit Union …$56M
End-of-year total assets ($M) among Marine Carpenters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$56M
Net Income$945K
Employer EIN946272731
Plan Effective Date1960-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Marine Carpenters Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Marine Carpenters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$89M 59.72068658587767% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $55.6M $88.8M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 190 $56M
2023 1 160 $57M
2024 1 161 $89M

Nearby Defined Benefit (Pension) Plans in California

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

Marine Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Marine Carpenters Pension Fund, Total assets ($B): 0.056540698 · Participants: 160Marine Carpenters Pension FundKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Marine Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Marine Carpenters Pension Fund side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 218(s) Pension Plan in KS ($57M); by covered participants it is Ironworkers-Laborers Pension Plan of Cumberland Md in MD (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Marine Carpenters Pension Fund assets move in 2023? ▼
Marine Carpenters Pension Fund edged up modestly - up 1.7% during 2023, from $56M to $57M. Reported net income was $945K.
How have Board of Trustees, Marine Carpenters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Marine Carpenters Pension Fund's sponsor-wide assets grew 59.7%, from $56M to $89M.
Where does Marine Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
Marine Carpenters Pension Fund ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Marine Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local 218(s) Pension Plan in KS ($57M, 138 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marine Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ironworkers-Laborers Pension Plan of Cumberland Md in MD (160 participants, $20M 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 946272731.

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.