Defined Benefit (Pension) · DOL Form 5500 · 2023

Carpenters Pension Trust Fund of Kansas City Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
5,851
Participants Above avg headcount
99th
Percentile by assets National rank
$239,613
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carpenters Pension Trust Fund of Kansas City · Sponsored by Carpenters Pension Trust Fund of Kansas City · Missouri · Construction

$1.4B in assets, 5,851 participants

Carpenters Pension Trust Fund of Kansas City's Carpenters Pension Trust Fund of Kansas City reported $1.4B in total assets and 5,851 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.

  • #8,944 in Construction (9,030 peers)

Coverage in Missouri

Carpenters Pension Trust Fund of Kansas City covers 5,851 participants in Missouri, 7.9x the typical Missouri plan (state average ~737 per filing). Assets: $1.4B.

#8,944
in Construction (9,030 peers)
+10.7%
assets growth YoY
14×
vs typical plan assets (national mean)

Carpenters Pension Trust Fund of Kansas City's outsized position by total assets

Carpenters Pension Trust Fund of Kansas City vs every filed plan by assets

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

$1,401,977,433 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

Carpenters Pension Trust Fund of Kansas City'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. Carpenters Pension Trust Fund of Kansas City lands in the large band (5,851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpenters Pension Trust Fund of Kansas City reported net income rose from -$103M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • Carpenters Pension Trust Fund of Kansas City end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • Carpenters Pension Trust Fund of Kansas City reported participants rose from 5,650 in the plan year 2022 filing to 5,851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 436108379 · Carpenters Pension Trust Fund of Kansas City PY 2023 · Defined Benefit (Pension)

Carpenters Pension Trust Fund of Kansas City · $1.4B · 5,851 · 99th

  • VS-ST $1.4B
  • VS-ST 5,851
  • VS-ST 99th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba
  • VS-ST ind #8944

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 Missouri →

Carpenters Pension Trust Fund of Kansas City in the asset neighbourhood

Felra & Ufcw Pension Plan$1.4BWellstar Health System, Inc. Active Employees Retirement Plan aWellstar Health System, Inc.…$1.4BCarpenters Pension Trust Fund of Kansas CityCarpenters Pension Trust Fun…$1.4BHuntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 CbaHuntington Ingalls Industrie…$1.4BDominion Energy Ohio Union Pension PlanDominion Energy Ohio Union P…$1.4B
End-of-year total assets ($B) among Carpenters Pension Trust Fund of Kansas City and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$135M
Employer EIN436108379
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Pension Trust Fund of Kansas City)

Sponsor-wide plan assets over time

All Carpenters Pension Trust Fund of Kansas City plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 14.702275716668062% vs 2022
2024 filing year
$1.2B$1.3B$1.4B$1.5B 202220232024 $1.27B $1.45B ▲ +14.2%
Year Plans Participants Total Assets
2022 1 5,650 $1.3B
2023 1 5,851 $1.4B
2024 1 6,218 $1.5B

Nearby Defined Benefit (Pension) Plans in Missouri

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

Carpenters Pension Trust Fund of Kansas City vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246810 Total assets ($B) Participants Carpenters Pension Trust Fund of Kansas City, Total assets ($B): 1.401977433 · Participants: 5851Carpenters Pension Trust Fund of Kansas CityBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Carpenters Pension Trust Fund of Kansas City vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Carpenters Pension Trust Fund of Kansas City side-by-side with 3 peers →

Scale composition for Carpenters Pension Trust Fund of Kansas City

Carpenters Pension Trust Fund of Kansas City reports $1.4B in end-of-year assets across 5,851 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $239,613 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $135M.

This plan identity (EIN 436108379, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.5B (+14.7%) while covered participants moved from 5,650 to 6,218 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,650 $1.3B Open filing
2023 5,851 $1.4B This page
2024 · index core 6,218 $1.5B Open filing

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

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

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba in VA ($1.4B); by covered participants it is Memorial Hermann Pension Plan in TX (5,830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,851 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 Carpenters Pension Trust Fund of Kansas City assets move in 2023? ▼
Carpenters Pension Trust Fund of Kansas City grew at a solid clip - up 10.7% during 2023, from $1.3B to $1.4B. Reported net income was $135M.
How have Carpenters Pension Trust Fund of Kansas City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Pension Trust Fund of Kansas City's sponsor-wide assets grew 14.7%, from $1.3B to $1.5B.
Where does Carpenters Pension Trust Fund of Kansas City rank by assets among Form 5500 filers? ▼
Carpenters Pension Trust Fund of Kansas City 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 Carpenters Pension Trust Fund of Kansas City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba in VA ($1.4B, 6,991 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carpenters Pension Trust Fund of Kansas City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Memorial Hermann Pension Plan in TX (5,830 participants, $642M 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 436108379.

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.