Defined Benefit (Pension) · DOL Form 5500 · 2024
United Brotherhood of Carpenters Labor-Mgmt Pf Trustee Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 2,835
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $416,820
- Avg per participant High balance/head
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.
- #8,329 in Finance & Insurance (8,549 peers)
Coverage in California
Carpenters Labor-Management Pension Plan covers 2,835 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- #8,329
- in Finance & Insurance (8,549 peers)
- +52.2%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Carpenters Labor-Management Pension Plan's outsized position by total assets
Carpenters Labor-Management Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,181,683,398 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
Carpenters Labor-Management Pension Plan'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. Carpenters Labor-Management Pension Plan lands in the large band (2,835 participants).
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.
DOL schedule card
Filing strip 516091982 · United Brotherhood of Carpenters Labor-Mgmt Pf Trustee PY 2024 · Defined Benefit (Pension)
Carpenters Labor-Management Pension Plan · $1.2B · 2,835 · 99th
- VS-ST $1.2B
- BOY 2,835
- SCH 99th
- EBSA Defined Benefit (Pension)
- PART near Pension Plan for Eligible Bettis Employees and Retirees
- TYPE ind #8329
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 California →
Carpenters Labor-Management Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Brotherhood of Carpenters Labor-Mgmt Pf Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 219.01793717252872% vs 2022
- 2024 filing year
| 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.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Carpenters Labor-Management Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Eligible Bettis Employees and Retirees in PA ($1.2B); by covered participants it is Premera Pension Equity Plan in WA (2,858 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
- Retirement Plan for Employees of Southwest Gas Corporation (NV) $1.2B · 1,868
- Kinder Morgan Retirement Plan a (TX) $1.2B · 3,110
Similar participant headcount
Nearest other-state filings by covered participants (2,835 participants); asset peers above are excluded.
- Premera Pension Equity Plan (WA) 2,858 · 23 off
- The Guardian Home Office Employees' Retirement Pla (NY) 2,861 · 26 off
- Basf Corporation Salaried Employees' Pension Plan (NJ) 2,805 · 30 off
- Midamerican Energy Company Retirement Plan (IA) 2,805 · 30 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.