Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Southwest Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $1.1B
- Total assets
- 59,889
- Participants
- 99th
- Percentile by assets
- $18,969
- Avg per participant
Official DOL plan name: Southwest Carpenters Annuity Fund · Sponsored by Board of Trustees, Southwest Carpenters Annuity Fund · California · Construction
$1.1B in assets, 59,889 participants
Board of Trustees, Southwest Carpenters Annuity Fund's Southwest Carpenters Annuity Fund reported $1.1B in total assets and 59,889 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)
Coverage in California
Southwest Carpenters Annuity Fund covers 59,889 participants in California, 94x the typical California plan (state average ~637 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 59,889
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $18,969
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Carpenters Annuity Fund end-of-year assets rose from $708M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Southwest Carpenters Annuity Fund reported net income rose from $162M in the plan year 2023 filing to $213M in the plan year 2024 filing.
- Southwest Carpenters Annuity Fund reported participants rose from 52,075 in the plan year 2023 filing to 59,889 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Southwest Carpenters Annuity Fund reports 59,889 participants - 94x that state average ($1.1B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $708M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $213M |
| Employer EIN | 880135694 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southwest Carpenters Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45,399 | $469M |
| 2023 | 1 | 52,075 | $708M |
| 2024 | 1 | 59,889 | $1.1B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Southwest Carpenters Annuity Fund vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southwest Carpenters Annuity Fund by total assets, not by location.
- Demoulas (Restated) Profit Sharing Plan & Trust (MA) $1.1B · 14,037
- The Defined Contribution Plan of the Methodist Hospital (TX) $1.1B · 31,848
- Dartmouth-Hitchcock Retirement Plan (NH) $1.1B · 10,844
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $1.0B · 2,448
Frequently Asked Questions
How did Southwest Carpenters Annuity Fund assets move in 2024? ▼
How have Board of Trustees, Southwest Carpenters Annuity Fund plan assets changed over time? ▼
Where does Southwest Carpenters Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Southwest Carpenters Annuity Fund? ▼
Next read for Southwest Carpenters Annuity Fund
Filing takeaways
Ways to act on Southwest Carpenters Annuity Fund's numbers.
- By total assets, Southwest Carpenters Annuity Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Board of Trustees, Southwest Carpenters Annuity Fund's sponsor-wide assets have grown 142.4% since 2022 across 3 plan years on file. More Construction 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 880135694.
Read our methodology - how this data is sourced, computed, and verified.