Defined Benefit (Pension) · DOL Form 5500 · 2024
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee Pension Plan
Data updated 2026-07-24
- $1.2B
- Total assets
- 2,835
- Participants
- 99th
- Percentile by assets
- $416,820
- Avg per participant
Official DOL plan name: Carpenters Labor-Management Pension Plan · Sponsored by United Brotherhood of Carpenters Labor-Mgmt Pf Trustee · California · Finance & Insurance
$1.2B in assets, 2,835 participants
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee's Carpenters Labor-Management Pension Plan reported $1.2B in total assets and 2,835 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
Carpenters Labor-Management Pension Plan covers 2,835 participants in California, 4.5x the typical California plan (state average ~637 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2024 EOY)
- 2,835
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $416,820
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenters Labor-Management Pension Plan reported net income rose from $26M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Carpenters Labor-Management Pension Plan end-of-year assets rose from $777M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Carpenters Labor-Management Pension Plan reported participants fell from 2,942 in the plan year 2023 filing to 2,835 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Carpenters Labor-Management Pension Plan reports 2,835 participants - 4.5x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $777M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $77M |
| Employer EIN | 516091982 |
| Plan Effective Date | 1971-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Brotherhood of Carpenters Labor-Mgmt Pf Trustee)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,730 | $370M |
| 2023 | 1 | 2,942 | $777M |
| 2024 | 1 | 2,835 | $1.2B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Carpenters Labor-Management Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Carpenters Labor-Management Pension Plan by total assets, not by location.
- Pension Plan for Eligible Bettis Employees and Retirees (PA) $1.2B · 1,420
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries (NY) $1.2B · 1,136
- Kinder Morgan Retirement Plan a (TX) $1.2B · 3,110
- Niagara Mohawk Pension Plan (NY) $1.2B · 3,648
Frequently Asked Questions
How did Carpenters Labor-Management Pension Plan assets move in 2024? ▼
How have United Brotherhood of Carpenters Labor-Mgmt Pf Trustee plan assets changed over time? ▼
Where does Carpenters Labor-Management Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Carpenters Labor-Management Pension Plan? ▼
Next read for Carpenters Labor-Management Pension Plan
Filing takeaways
Ways to act on Carpenters Labor-Management Pension Plan's numbers.
- By total assets, Carpenters Labor-Management Pension Plan 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 California. Compare plans
- United Brotherhood of Carpenters Labor-Mgmt Pf Trustee's sponsor-wide assets have grown 219.0% 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 516091982.
Read our methodology - how this data is sourced, computed, and verified.