Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Indiana State Council of Carpenters Pension Fund Pension Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
7,046
Participants Above avg headcount
99th
Percentile by assets National rank
$184,644
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana State Council of Carpenters Pension Fund · Sponsored by Board of Trustees Indiana State Council of Carpenters Pension Fund · Michigan · Construction

$1.3B in assets, 7,046 participants

Board of Trustees Indiana State Council of Carpenters Pension Fund's Indiana State Council of Carpenters Pension Fund reported $1.3B in total assets and 7,046 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.

  • #8,937 in Construction (9,030 peers)

Coverage in Michigan

Indiana State Council of Carpenters Pension Fund covers 7,046 participants in Michigan, 11x the typical Michigan plan (state average ~638 per filing). Assets: $1.3B.

#8,937
in Construction (9,030 peers)
+12.1%
assets growth YoY
13×
vs typical plan assets (national mean)

Indiana State Council of Carpenters Pension Fund's outsized position by total assets

Indiana State Council of Carpenters Pension Fund vs every filed plan by assets

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

$1,301,000,220 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

Indiana State Council of 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. Indiana State Council of Carpenters Pension Fund lands in the large band (7,046 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Indiana State Council of Carpenters Pension Fund reported net income rose from -$48M in the plan year 2022 filing to $142M in the plan year 2023 filing.
  • Indiana State Council of Carpenters Pension Fund reported participants rose from 3,639 in the plan year 2022 filing to 7,046 in the plan year 2023 filing.
  • Indiana State Council of Carpenters Pension Fund end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 356060378 · Board of Trustees Indiana State Council of Carpenters Pension Fund PY 2023 · Defined Benefit (Pension)

Indiana State Council of Carpenters Pension Fund · $1.3B · 7,046 · 99th

  • VS-ST $1.3B
  • VS-ST 7,046
  • VS-ST 99th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Wec Energy Group Retirement Account Plan
  • VS-ST ind #8937

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 Michigan →

Indiana State Council of Carpenters Pension Fund in the asset neighbourhood

Indiana State Council of Carpenters Pension FundIndiana State Council of Car…$1.3BWec Energy Group Retirement Account PlanWec Energy Group Retirement …$1.3BUnum Group Pension Plan$1.3BAmerican Family Pension Plan$1.3BChildren's Hospital Medical Center Retirement PlanChildren's Hospital Medical …$1.3B
End-of-year total assets ($B) among Indiana State Council of Carpenters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$142M
Employer EIN356060378
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Indiana State Council of Carpenters Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Indiana State Council of Carpenters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 16.524756328843075% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B 202220232024 $1.16B $1.35B ▲ +16.4%
Year Plans Participants Total Assets
2022 1 3,639 $1.2B
2023 1 7,046 $1.3B
2024 1 6,965 $1.4B

Nearby Defined Benefit (Pension) Plans in Michigan

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

Indiana State Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 50001000015000200002500030000 -1001020304050 Total assets ($B) Participants Indiana State Council of Carpenters Pension Fund, Total assets ($B): 1.30100022 · Participants: 7046Indiana State Council of Carpenters Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Indiana State Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Indiana State Council of Carpenters Pension Fund side-by-side with 3 peers →

Scale composition for Indiana State Council of Carpenters Pension Fund

Indiana State Council of Carpenters Pension Fund reports $1.3B in end-of-year assets across 7,046 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $184,644 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $142M.

This plan identity (EIN 356060378, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.4B (+16.5%) while covered participants moved from 3,639 to 6,965 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,639 $1.2B Open filing
2023 7,046 $1.3B This page
2024 · index core 6,965 $1.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Wec Energy Group Retirement Account Plan in WI ($1.3B); by covered participants it is Johns Hopkins Health System Corporation Retirement Plan in MD (7,053 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,046 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 Indiana State Council of Carpenters Pension Fund assets move in 2023? ▼
Indiana State Council of Carpenters Pension Fund grew at a solid clip - up 12.1% during 2023, from $1.2B to $1.3B. Reported net income was $142M.
How have Board of Trustees Indiana State Council of Carpenters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Indiana State Council of Carpenters Pension Fund's sponsor-wide assets grew 16.5%, from $1.2B to $1.4B.
Where does Indiana State Council of Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
Indiana State Council of 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 Indiana State Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wec Energy Group Retirement Account Plan in WI ($1.3B, 2,410 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indiana State Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Johns Hopkins Health System Corporation Retirement Plan in MD (7,053 participants, $2.2B 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 356060378.

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.