Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Southwest Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 59,889
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $18,969
- Avg per participant Low balance/head
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.
- #8,916 in Construction (9,039 peers)
Coverage in California
Southwest Carpenters Annuity Fund covers 59,889 participants in California, 95x the typical California plan (state average ~630 per filing). Assets: $1.1B.
- #8,916
- in Construction (9,039 peers)
- +60.4%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Southwest Carpenters Annuity Fund's outsized position by total assets
Southwest Carpenters Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,136,039,535 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
Southwest Carpenters Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Carpenters Annuity Fund is a mega filing (59,889 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 880135694 · Board of Trustees, Southwest Carpenters Annuity Fund PY 2024 · Profit Sharing
Southwest Carpenters Annuity Fund · $1.1B · 59,889 · 99th
- PHOTO $1.1B
- PHOTO 59,889
- PHOTO 99th
- PHOTO Profit Sharing
- PHOTO near Demoulas (Restated) Profit Sharing Plan & Trust
- PHOTO ind #8916
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 California →
Southwest Carpenters Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Southwest Carpenters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 142.40396581961002% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Southwest Carpenters Annuity Fund
Southwest Carpenters Annuity Fund reports $1.1B in end-of-year assets across 59,889 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.064% of 93,925,755 covered participants) - about $18,969 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $213M.
This plan identity (EIN 880135694, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $469M to $1.1B (+142.4%) while covered participants moved from 45,399 to 59,889 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 45,399 | $469M | Open filing |
| 2023 | 52,075 | $708M | Open filing |
| 2024 · index core | 59,889 | $1.1B | This page |
Southwest Carpenters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Demoulas (Restated) Profit Sharing Plan & Trust in MA ($1.1B); by covered participants it is Cleveland Clinic Investment Pension Plan in OH (51,751 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (59,889 participants); asset peers above are excluded.
- Cleveland Clinic Investment Pension Plan (OH) 51,751 · 8,138 off
- SEIU 775 Secure Retirement Plan (WA) 72,804 · 12,915 off
- Retirement Wealth Builder Plan of Pwc (FL) 45,185 · 14,704 off
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (MA) 76,559 · 16,670 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.