Defined Benefit (Pension) · DOL Form 5500 · 2024
United Brotherhood of Carpenters Pension Fund Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 1,296
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $823,998
- Avg per participant High balance/head
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.
- #8,307 in Finance & Insurance (8,549 peers)
Coverage in Nevada
United Brotherhood of Carpenters Pension Fund United States Segment covers 1,296 participants in Nevada, 2.0x the typical Nevada plan (state average ~636 per filing). Assets: $1.1B.
- #8,307
- in Finance & Insurance (8,549 peers)
- +9.1%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
United Brotherhood of Carpenters Pension Fund United States Segment's outsized position by total assets
United Brotherhood of Carpenters Pension Fund United States Segment vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,067,901,746 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Brotherhood of Carpenters Pension Fund United States Segment'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. United Brotherhood of Carpenters Pension Fund United States Segment lands in the large band (1,296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 526075035 · United Brotherhood of Carpenters Pension Fund PY 2024 · Defined Benefit (Pension)
United Brotherhood of Carpenters Pension Fund United States Segment · $1.1B · 1,296 · 99th
- PART $1.1B
- PART 1,296
- PART 99th
- PART Defined Benefit (Pension)
- PART near Retirement System of the American National Red Cross
- PART ind #8307
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 Finance & Insurance retirement plans → · Plans in Nevada →
United Brotherhood of Carpenters Pension Fund United States Segment in the asset neighbourhood
Nevada filing particulars
| 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)
Sponsor-wide plan assets over time
All United Brotherhood of Carpenters Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 17.76221591927124% vs 2022
- 2024 filing year
| 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.
- Eighth District Electrical Pension Fund $1.3B · 10,468
- Retirement Plan for Employees of Southwest Gas Corporation $1.2B · 1,868
- 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
United Brotherhood of Carpenters Pension Fund United States Segment's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nevada, the nearest Defined Benefit (Pension) by assets is Retirement System of the American National Red Cross in DC ($1.1B); by covered participants it is Interhealth Corp. Retirement Plan in CA (1,296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Retirement System of the American National Red Cross (DC) $1.1B · 4,198
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,296 participants); asset peers above are excluded.
- Interhealth Corp. Retirement Plan (CA) 1,296 · 0 off
- Llns Defined Benefit Pension Plan (CA) 1,297 · 1 off
- Masons Pension Plan (HI) 1,298 · 2 off
- United Union of Roofers - Local 8 Pension Fund (NY) 1,292 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.