Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity Pension Plan
Data updated 2026-08-25
- $719M
- Total assets Above avg plan size
- 4,836
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $148,616
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenters' Pension Trust Fund - Detroit and Vicinity · Sponsored by Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity · Michigan · Construction
$719M in assets, 4,836 participants
Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity's Carpenters' Pension Trust Fund - Detroit and Vicinity reported $719M in total assets and 4,836 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,864 in Construction (9,030 peers)
Coverage in Michigan
Carpenters' Pension Trust Fund - Detroit and Vicinity covers 4,836 participants in Michigan, 7.6x the typical Michigan plan (state average ~638 per filing). Assets: $719M.
- #8,864
- in Construction (9,030 peers)
- +1.0%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Carpenters' Pension Trust Fund - Detroit and Vicinity's outsized position by total assets
Carpenters' Pension Trust Fund - Detroit and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$718,704,764 Top 2% higher than 98% of 127,068 filed plans
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 - Detroit and Vicinity'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 - Detroit and Vicinity lands in the large band (4,836 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenters' Pension Trust Fund - Detroit and Vicinity reported net income rose from -$55M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Carpenters' Pension Trust Fund - Detroit and Vicinity end-of-year assets rose from $711M in the plan year 2022 filing to $719M in the plan year 2023 filing.
- Carpenters' Pension Trust Fund - Detroit and Vicinity reported participants fell from 4,876 in the plan year 2022 filing to 4,836 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 386242188 · Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity PY 2023 · Defined Benefit (Pension)
Carpenters' Pension Trust Fund - Detroit and Vicinity · $719M · 4,836 · 98th
- TYPE $719M
- TYPE 4,836
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Sheet Metal Workers' Local 73 Pension Fund
- TYPE ind #8864
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 →
Carpenters' Pension Trust Fund - Detroit and Vicinity in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $711M |
|---|---|
| Net Assets (End of Year) | $717M |
| Net Income | $8M |
| Employer EIN | 386242188 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity)
Sponsor-wide plan assets over time
All Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 89.94433116552356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,876 | $711M |
| 2023 | 1 | 4,836 | $719M |
| 2024 | 1 | 4,873 | $1.4B |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Carpenters' Pension Trust Fund - Detroit and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Local 73 Pension Fund in IL ($718M); by covered participants it is Xpo Pension Plan in OR (4,840 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($719M here).
- Sheet Metal Workers' Local 73 Pension Fund (IL) $718M · 1,865
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation (WI) $720M · 569
- 2019 Bmw Pension Plan (NJ) $721M · 1,442
- Regions Financial Corporation Retirement Plan for Associates (AL) $716M · 2,395
Similar participant headcount
Nearest other-state filings by covered participants (4,836 participants); asset peers above are excluded.
- Xpo Pension Plan (OR) 4,840 · 4 off
- Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. (CO) 4,799 · 37 off
- Pacific Coast Roofers Pension Plan (CA) 4,794 · 42 off
- Salt River Project Employees' Retirement Plan (AZ) 4,790 · 46 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.