Other
2023 plan-year Other DOL Form 5500

WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND

This Other plan holds $549M in total assets and serves 1,117 participants as of 2023. It is sponsored by TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND in Illinois. The plan reported positive net income of $59M for the year.

Total Assets (2023)
$549M
Participants
1,117
State
Industry
Construction

What the Filing Says About WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND

WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND is a Other retirement plan sponsored by TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $549M in total end-of-year assets and covers 1,117 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 362515854, and the plan has been effective since 1961-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $490M at the beginning of 2023 to $549M at year-end — a gain of 12.1%. Net assets (after liabilities) closed the year at $547M, with reported net income of $59M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$490M
Total Assets (End of Year)$549M
Net Assets (End of Year)$547M
Net Income$59M
Plan TypeOther
Employer EIN362515854
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND)

Year Plans Participants Total Assets
2022 1 1,076 $490M
2023 1 1,117 $549M
2024 1 1,125 N/A

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND?
As of the 2023 Form 5500 filing, WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND holds $549M in total assets with 1,117 participants. It is sponsored by TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND.
What type of plan is WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND?
WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND is a Other plan. It has been effective since 1961-06-01. The plan is filed with the U.S. Department of Labor under EIN 362515854.
Who sponsors the WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND?
WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND is sponsored by TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND, located in Illinois. The sponsor's EIN is 362515854 and the plan operates in the Construction industry.
How did WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND perform in 2023?
WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND grew by 12.1% during 2023, moving from $490M to $549M in total assets. Net income was $59M.
Where can I find official filings for WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND?
Official Form 5500 filings for WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362515854 or plan name at efast.dol.gov.
How does WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND compare to other plans?
You can compare WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362515854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.