Defined Benefit (Pension) · DOL Form 5500 · 2024

United Brotherhood of Carpenters Pension Fund Pension Plan

Data updated 2026-07-24

$1.1B
Total assets: 1,296
Participants: 99th
Percentile by assets: $823,998
Avg per participant

Official DOL plan name: United Brotherhood of Carpenters Pension Fund United States Segment · Sponsored by United Brotherhood of Carpenters Pension Fund · Nevada · Finance & Insurance

$1.1B in assets, 1,296 participants

United Brotherhood of Carpenters Pension Fund's United Brotherhood of Carpenters Pension Fund United States Segment reported $1.1B in total assets and 1,296 participants in its 2024 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.

99th percentile by assets (of 116,472 plans)

Where United Brotherhood of Carpenters Pension Fund United States Segment sits by assets

United Brotherhood of Carpenters Pension Fund United States Segment sits among the largest 1% of all filed plans, $1.1B for 1,296 participants (~$823,998/participant), up 9.1% in 2024.

$1.1B
total plan assets (2024 EOY): 1,296
covered participants: 99th
percentile by assets (of 116,472 plans): $823,998
avg assets per participant

United Brotherhood of Carpenters Pension Fund United States Segment reported net income rose from $72M in the plan year 2023 filing to $89M in the plan year 2024 filing.
United Brotherhood of Carpenters Pension Fund United States Segment end-of-year assets rose from $979M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Nevada

Industry

Finance & Insurance

United Brotherhood of Carpenters Pension Fund United States Segment vs the 2024 asset distribution

By assets, United Brotherhood of Carpenters Pension Fund United States Segment outranks 99% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 11x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$979M
Net Assets (End of Year)	$1.1B
Net Income	$89M
Employer EIN	526075035
Plan Effective Date	1967-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Brotherhood of Carpenters Pension Fund)

Total plan assets by year, all United Brotherhood of Carpenters Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,316	$907M
2023	1	1,295	$979M
2024	1	1,296	$1.1B

Nearby Defined Benefit (Pension) Plans in Nevada

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

United Brotherhood of Carpenters Pension Fund United States Segment vs. nearby Defined Benefit (Pension) plans in Nevada, assets vs. participants

Eighth District Electrical Pension Fund $1.3B · 10,468
Nv Energy Retirement Plan $788M · 1,271
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a $653M · 2,867
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a $552M · 2,795
Mission Support and Test Services LLC (Msts) Employee Retirement Plan $534M · 2,366

Compare United Brotherhood of Carpenters Pension… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to United Brotherhood of Carpenters Pension Fund United States Segment by total assets, not by location.

Group Retirement Income Plan No.16 (IL) $1.1B · 4,082
Oregon Retail Employees Pension Plan (OR) $1.1B · 19,775
Mufg Bank, Ltd. Retirement Plan (NY) $1.1B · 4,727
International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware (PA) $1.1B · 2,918

Frequently Asked Questions

How did United Brotherhood of Carpenters Pension Fund United States Segment assets move in 2024? ▼

United Brotherhood of Carpenters Pension Fund United States Segment grew at a solid clip - up 9.1% during 2024, from $979M to $1.1B. Reported net income was $89M.

How have United Brotherhood of Carpenters Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Brotherhood of Carpenters Pension Fund's sponsor-wide assets grew 17.8%, from $907M to $1.1B.

Where does United Brotherhood of Carpenters Pension Fund United States Segment rank by assets among Form 5500 filers? ▼

United Brotherhood of Carpenters Pension Fund United States Segment ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to United Brotherhood of Carpenters Pension Fund United States Segment? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Retirement Income Plan No.16 in IL ($1.1B, 4,082 participants).

Next read for United Brotherhood of Carpenters Pension…

Scale reading

Ways to act on United Brotherhood of Carpenters Pension Fund United States Segment's numbers.

By total assets, United Brotherhood of Carpenters Pension Fund United States Segment ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nevada. Compare plans
United Brotherhood of Carpenters Pension Fund's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 526075035.

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.