Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Ohio Carpenters' Pension Plan Pension Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
10,351
Participants Very large workforce
99th
Percentile by assets National rank
$208,653
Avg per participant Above avg balance/head
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Official DOL plan name: Ohio Carpenters' Pension Plan · Sponsored by Trustees of Ohio Carpenters' Pension Plan · Michigan · Construction

$2.2B in assets, 10,351 participants

Trustees of Ohio Carpenters' Pension Plan's Ohio Carpenters' Pension Plan reported $2.2B in total assets and 10,351 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.

  • #8,983 in Construction (9,030 peers)

Coverage in Michigan

Ohio Carpenters' Pension Plan covers 10,351 participants in Michigan, 16x the typical Michigan plan (state average ~638 per filing). Assets: $2.2B.

#8,983
in Construction (9,030 peers)
+0.5%
assets growth YoY
22×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Carpenters' Pension Plan's outsized position by total assets

Ohio Carpenters' Pension Plan vs every filed plan by assets

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

$2,159,769,080 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

Ohio Carpenters' Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Carpenters' Pension Plan is a mega filing (10,351 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Carpenters' Pension Plan reported net income rose from -$141M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
  • Ohio Carpenters' Pension Plan reported participants rose from 10,024 in the plan year 2022 filing to 10,351 in the plan year 2023 filing.
  • Ohio Carpenters' Pension Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 346574360 · Trustees of Ohio Carpenters' Pension Plan PY 2023 · Defined Benefit (Pension)

Ohio Carpenters' Pension Plan · $2.2B · 10,351 · 99th

  • RANK $2.2B
  • PHOTO 10,351
  • IND 99th
  • EOY Defined Benefit (Pension)
  • 5500 near Phillips 66 Retirement Plan
  • ASSETS ind #8983

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 →

Ohio Carpenters' Pension Plan in the asset neighbourhood

Twin City Hospitals - Minnesota Nurses Association Pension PlanTwin City Hospitals - Minnes…$2.2BJohns Hopkins Health System Corporation Retirement PlanJohns Hopkins Health System …$2.2BOhio Carpenters' Pension Plan$2.2BPhillips 66 Retirement Plan$2.2BNestle Pension Plan$2.2B
End-of-year total assets ($B) among Ohio Carpenters' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.1B
Net Income-$19M
Employer EIN346574360
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Ohio Carpenters' Pension Plan)

Sponsor-wide plan assets over time

All Trustees of Ohio Carpenters' Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 0.5571541708293455% vs 2022
2024 filing year
$2.13B$2.14B$2.15B$2.16B$2.17B 202220232024 $2.15B $2.14B ▼ -0.5%
Year Plans Participants Total Assets
2022 1 10,024 $2.1B
2023 1 10,351 $2.2B
2024 1 11,132 $2.1B

Nearby Defined Benefit (Pension) Plans in Michigan

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

Ohio Carpenters' Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 50001000015000200002500030000 01020304050 Total assets ($B) Participants Ohio Carpenters' Pension Plan, Total assets ($B): 2.15976908 · Participants: 10351Ohio Carpenters' Pension PlanGeneral 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
Ohio Carpenters' Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Ohio Carpenters' Pension Plan side-by-side with 3 peers →

Scale composition for Ohio Carpenters' Pension Plan

Ohio Carpenters' Pension Plan reports $2.2B in end-of-year assets across 10,351 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $208,653 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was -$19M.

This plan identity (EIN 346574360, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.1B (-0.6%) while covered participants moved from 10,024 to 11,132 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,024 $2.1B Open filing
2023 10,351 $2.2B This page
2024 · index core 11,132 $2.1B Open filing

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

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Phillips 66 Retirement Plan in TX ($2.2B); by covered participants it is Western Conference of Teamsters Supp Benefit Plan in CA (10,355 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,351 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 Ohio Carpenters' Pension Plan assets move in 2023? ▼
Ohio Carpenters' Pension Plan held essentially flat - up 0.5% during 2023, from $2.1B to $2.2B. Reported net income was -$19M.
How have Trustees of Ohio Carpenters' Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Ohio Carpenters' Pension Plan's sponsor-wide assets declined 0.6%, from $2.1B to $2.1B.
Where does Ohio Carpenters' Pension Plan rank by assets among Form 5500 filers? ▼
Ohio Carpenters' Pension Plan 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 Ohio Carpenters' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Phillips 66 Retirement Plan in TX ($2.2B, 10,346 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Carpenters' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western Conference of Teamsters Supp Benefit Plan in CA (10,355 participants, $93M 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 346574360.

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.