Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan
Data updated 2026-08-11
- $452M
- Total assets
- 2,085
- Participants
- 97th
- Percentile by assets
- $216,843
- Avg per participant
Official DOL plan name: Tri-State Carpenters and Joiners Pension Trust Fund · Sponsored by Board of Trustees - Tri-State Carpenters and Joiners Pension · Tennessee · Construction
$452M in assets, 2,085 participants
Board of Trustees - Tri-State Carpenters and Joiners Pension's Tri-State Carpenters and Joiners Pension Trust Fund reported $452M in total assets and 2,085 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,728 in Construction (9,039 peers)
Where Tri-State Carpenters and Joiners Pension Trust Fund sits by assets
Tri-State Carpenters and Joiners Pension Trust Fund sits in the top 5% of all filed plans by assets, $452M for 2,085 participants (~$216,843/participant), up 97.9% in 2024.
- $452M
- total plan assets (2024 EOY)
- 2,085
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $216,843
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-State Carpenters and Joiners Pension Trust Fund reported net income rose from $18M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Tri-State Carpenters and Joiners Pension Trust Fund end-of-year assets rose from $228M in the plan year 2023 filing to $452M in the plan year 2024 filing.
- Tri-State Carpenters and Joiners Pension Trust Fund reported participants fell from 2,208 in the plan year 2023 filing to 2,085 in the plan year 2024 filing.
Tri-State Carpenters and Joiners Pension Trust Fund vs the 2024 asset distribution
By assets, Tri-State Carpenters and Joiners Pension Trust Fund outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $451M |
| Net Income | $42M |
| Employer EIN | 620976048 |
| Plan Effective Date | 1970-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Tri-State Carpenters and Joiners Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,188 | $210M |
| 2023 | 1 | 2,208 | $228M |
| 2024 | 1 | 2,085 | $452M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Tri-State Carpenters and Joiners Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Tri-State Carpenters and Joiners Pension Trust Fund by total assets, not by location.
- Atlanta Plumbers & Steamfitters Pension Fund (FL) $452M · 2,339
- Teamsters' Local 301 Pension Plan (IL) $452M · 763
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund (WV) $453M · 1,685
- Latham & Watkins Cash Balance Plan (CA) $451M · 567
Frequently Asked Questions
How did Tri-State Carpenters and Joiners Pension Trust Fund assets move in 2024? ▼
How have Board of Trustees - Tri-State Carpenters and Joiners Pension plan assets changed over time? ▼
Where does Tri-State Carpenters and Joiners Pension Trust Fund rank by assets among Form 5500 filers? ▼
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Next read for Tri-State Carpenters and Joiners Pension…
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Ways to act on Tri-State Carpenters and Joiners Pension Trust Fund's numbers.
- By total assets, Tri-State Carpenters and Joiners Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Board of Trustees - Tri-State Carpenters and Joiners Pension's sponsor-wide assets have grown 115.5% since 2022 across 3 plan years on file. More Construction plans