Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Tri-State Carpenters and Joiners Pension Pension Plan
Data updated 2026-08-25
- $452M
- Total assets Above avg plan size
- 2,085
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $216,843
- Avg per participant Above avg balance/head
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.
- #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.
- #8,728
- in Construction (9,039 peers)
- +97.9%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Tri-State Carpenters and Joiners Pension Trust Fund's outsized position by total assets
Tri-State Carpenters and Joiners Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$452,116,791 Top 3% higher than 97% 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
Tri-State Carpenters and Joiners Pension Trust Fund'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. Tri-State Carpenters and Joiners Pension Trust Fund lands in the large band (2,085 participants).
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.
EBSA filing schedule strip
Filing strip 620976048 · Board of Trustees - Tri-State Carpenters and Joiners Pension PY 2024 · Defined Benefit (Pension)
Tri-State Carpenters and Joiners Pension Trust Fund · $452M · 2,085 · 97th
- VS-ST $452M
- BOY 2,085
- SCH 97th
- EBSA Defined Benefit (Pension)
- PART near Atlanta Plumbers & Steamfitters Pension Fund
- TYPE ind #8728
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 Tennessee →
Tri-State Carpenters and Joiners Pension Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Tri-State Carpenters and Joiners Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 115.48760574765173% vs 2022
- 2024 filing year
| 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.
- 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
Tri-State Carpenters and Joiners Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Atlanta Plumbers & Steamfitters Pension Fund in FL ($452M); by covered participants it is Baystate Health, Inc. Retirement Program in MA (2,095 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($452M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,085 participants); asset peers above are excluded.
- Baystate Health, Inc. Retirement Program (MA) 2,095 · 10 off
- Syensqo USA Pension Plan (NJ) 2,073 · 12 off
- Mondelez Global LLC Retirement Plan (IL) 2,097 · 12 off
- Joint Pension Fund Local Union IBEW (NJ) 2,072 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.