Money Purchase · DOL Form 5500 · 2023

Southern Carpenters Supplemental Pension Plan Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
2,851
Participants Above avg headcount
73rd
Percentile by assets National rank
$7,015
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Carpenters Supplemental Pension Plan · Sponsored by Southern Carpenters Supplemental Pension Plan · Tennessee · Construction

$20M in assets, 2,851 participants

Southern Carpenters Supplemental Pension Plan's Southern Carpenters Supplemental Pension Plan reported $20M in total assets and 2,851 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,454 in Construction (9,030 peers)

Coverage in Tennessee

Southern Carpenters Supplemental Pension Plan covers 2,851 participants in Tennessee, 2.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $20M.

#6,454
in Construction (9,030 peers)
+51.4%
assets growth YoY

Southern Carpenters Supplemental Pension Plan's outsized position by total assets

Southern Carpenters Supplemental Pension Plan vs every filed plan by assets

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

$19,999,806 Top 27% higher than 73% 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

Southern Carpenters Supplemental Pension Plan'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. Southern Carpenters Supplemental Pension Plan lands in the large band (2,851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Carpenters Supplemental Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Southern Carpenters Supplemental Pension Plan reported participants rose from 2,083 in the plan year 2022 filing to 2,851 in the plan year 2023 filing.
  • Southern Carpenters Supplemental Pension Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371820508 · Southern Carpenters Supplemental Pension Plan PY 2023 · Money Purchase

Southern Carpenters Supplemental Pension Plan · $20M · 2,851 · 73rd

  • PART $20M
  • PART 2,851
  • PART 73rd
  • PART Money Purchase
  • PART near Wellston Retirement Plan for Members of Ufcw District Union Local 1059
  • PART ind #6454

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 Tennessee →

Southern Carpenters Supplemental Pension Plan in the asset neighbourhood

Plumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$20MLandesbank Baden-Wuerttemberg Money Purchase Pension PlanLandesbank Baden-Wuerttember…$20MSouthern Carpenters Supplemental Pension PlanSouthern Carpenters Suppleme…$20MWellston Retirement Plan for Members of Ufcw District Union Local 1059Wellston Retirement Plan for…$20MNational Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$20M
End-of-year total assets ($M) among Southern Carpenters Supplemental Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN371820508
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Carpenters Supplemental Pension Plan)

Sponsor-wide plan assets over time

All Southern Carpenters Supplemental Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $13.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,083 $13M
2023 1 2,851 $20M
2024 1 3,142 N/A

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Southern Carpenters Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Southern Carpenters Supplemental Pension Plan, Total assets ($B): 0.019999806 · Participants: 2851Southern Carpenters Supplemental Pension PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Southern Carpenters Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Southern Carpenters Supplemental Pension Plan side-by-side with 3 peers →

Southern Carpenters Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Wellston Retirement Plan for Members of Ufcw District Union Local 1059 in MN ($20M); by covered participants it is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA (2,849 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,851 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 Southern Carpenters Supplemental Pension Plan assets move in 2023? ▼
Southern Carpenters Supplemental Pension Plan surged - up 51.4% during 2023, from $13M to $20M. Reported net income was $7M.
Which Money Purchase plans are similar in size to Southern Carpenters Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wellston Retirement Plan for Members of Ufcw District Union Local 1059 in MN ($20M, 485 participants).
Which Money Purchase plans cover a similar participant headcount to Southern Carpenters Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA (2,849 participants, $128M 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 371820508.

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.