Money Purchase · DOL Form 5500 · 2024
Southern Carpenters Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3,142
- Participants Above avg headcount
Official DOL plan name: Southern Carpenters Supplemental Pension Plan · Sponsored by Southern Carpenters Supplemental Pension Plan · Tennessee · Construction
N/A in assets, 3,142 participants
Southern Carpenters Supplemental Pension Plan's Southern Carpenters Supplemental Pension Plan reported N/A in total assets and 3,142 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Tennessee
Southern Carpenters Supplemental Pension Plan covers 3,142 participants in Tennessee, 2.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: N/A.
- $2M
- reported net income
Southern Carpenters Supplemental Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (3,142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Carpenters Supplemental Pension Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Southern Carpenters Supplemental Pension Plan reported participants rose from 2,851 in the plan year 2023 filing to 3,142 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371820508 · Southern Carpenters Supplemental Pension Plan PY 2024 · Money Purchase
Southern Carpenters Supplemental Pension Plan · N/A · 3,142
- 5500 N/A
- 5500 3,142
- 5500 PY 2024
- 5500 Money Purchase
- 5500 near IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B
- 5500 2.8× state
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 →
Tennessee filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2M |
| Employer EIN | 371820508 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING 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
| 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 Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Southern Carpenters Supplemental Pension Plan's closest out-of-state Money Purchase peers by headcount
Outside Tennessee, the nearest Money Purchase by covered participants is IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B in NE (3,130 participants; this filing: 3,142 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3,142 participants); asset peers above are excluded.
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,130 · 12 off
- University of Dayton Defined Contribution Retirement Plan (OH) 3,130 · 12 off
- Educational Testing Service 401(a) Retirement Plan (NJ) 3,097 · 45 off
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) 3,087 · 55 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.