401(k) · DOL Form 5500 · 2024

Southwest Carpenters Training Fund 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
107
Participants Small participant base
44th
Percentile by assets National rank
$51,520
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Carpenters Training Fund Employee Savings Trust · Sponsored by Southwest Carpenters Training Fund · California · Professional & Technical Services

$6M in assets, 107 participants

Southwest Carpenters Training Fund's Southwest Carpenters Training Fund Employee Savings Trust reported $6M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,359 in Professional & Technical Services (20,173 peers)

Coverage in California

Southwest Carpenters Training Fund Employee Savings Trust covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,359
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY

Southwest Carpenters Training Fund Employee Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Southwest Carpenters Training Fund Employee Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,512,678 44th percentile higher than 44% of 123,620 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 2024

Southwest Carpenters Training Fund Employee Savings Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Carpenters Training Fund Employee Savings Trust sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Carpenters Training Fund Employee Savings Trust reported net income fell from $1M in the plan year 2023 filing to $399K in the plan year 2024 filing.
  • Southwest Carpenters Training Fund Employee Savings Trust reported participants rose from 98 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Southwest Carpenters Training Fund Employee Savings Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952106266 · Southwest Carpenters Training Fund PY 2024 · 401(k)

Southwest Carpenters Training Fund Employee Savings Trust · $6M · 107 · 44th

  • SCH $6M
  • SCH 107
  • SCH 44th
  • SCH 401(k)
  • SCH near Spring Hills LLC 401(k) Plan
  • SCH ind #8359

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 Professional & Technical Services retirement plans → · Plans in California →

Southwest Carpenters Training Fund Employee Savings Trust in the asset neighbourhood

Southwest Carpenters Training Fund Employee Savings TrustSouthwest Carpenters Trainin…$6MSpring Hills LLC 401(k) Plan$6MSchroeder Moving Companies, Inc. Retirement PlanSchroeder Moving Companies, …$6MAurora Health Management, LLC 401(k) PlanAurora Health Management, LL…$6MOpportunity Enterprises, Inc. Profit Sharing PlanOpportunity Enterprises, Inc…$6M
End-of-year total assets ($M) among Southwest Carpenters Training Fund Employee Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$399K
Employer EIN952106266
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Carpenters Training Fund)

Sponsor-wide plan assets over time

All Southwest Carpenters Training Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.53648093994496% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.07M $5.51M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 98 $5M
2024 1 107 $6M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Carpenters Training Fund Employee Savings Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Southwest Carpenters Training Fund Employee Savings Trust, Total assets ($B): 0.005512678 · Participants: 107Southwest Carpenters Training Fund Employee Savings TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Southwest Carpenters Training Fund Employee Savings Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwest Carpenters Training Fund Employee Savings Trust side-by-side with 3 peers →

Southwest Carpenters Training Fund Employee Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spring Hills LLC 401(k) Plan in NJ ($6M); by covered participants it is Infovista 401(k) Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Carpenters Training Fund Employee Savings Trust assets move in 2024? ▼
Southwest Carpenters Training Fund Employee Savings Trust grew at a solid clip - up 7.8% during 2024, from $5M to $6M. Reported net income was $399K.
How have Southwest Carpenters Training Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Carpenters Training Fund's sponsor-wide assets grew 35.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Southwest Carpenters Training Fund Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Spring Hills LLC 401(k) Plan in NJ ($6M, 1,648 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Carpenters Training Fund Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Infovista 401(k) Retirement Plan in MA (107 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952106266.

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.