Defined Benefit (Pension) · DOL Form 5500 · 2024
Sw Oh Regional Council of Carpenters Pension Plan
Data updated 2026-08-25
- $421M
- Total assets Above avg plan size
- 1,587
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $265,232
- Avg per participant High balance/head
Official DOL plan name: Sw Oh Regional Council of Carpenters Pension Plan · Sponsored by Sw Oh Regional Council of Carpenters · Michigan · Construction
$421M in assets, 1,587 participants
Sw Oh Regional Council of Carpenters's Sw Oh Regional Council of Carpenters Pension Plan reported $421M in total assets and 1,587 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.
- #8,708 in Construction (9,039 peers)
Coverage in Michigan
Sw Oh Regional Council of Carpenters Pension Plan covers 1,587 participants in Michigan, 2.5x the typical Michigan plan (state average ~638 per filing). Assets: $421M.
- #8,708
- in Construction (9,039 peers)
- +4.9%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Sw Oh Regional Council of Carpenters Pension Plan's outsized position by total assets
Sw Oh Regional Council of Carpenters Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$420,923,378 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
Sw Oh Regional Council of Carpenters 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. Sw Oh Regional Council of Carpenters Pension Plan lands in the large band (1,587 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sw Oh Regional Council of Carpenters Pension Plan reported net income fell from $172M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Sw Oh Regional Council of Carpenters Pension Plan end-of-year assets rose from $401M in the plan year 2023 filing to $421M in the plan year 2024 filing.
- Sw Oh Regional Council of Carpenters Pension Plan reported participants fell from 1,610 in the plan year 2023 filing to 1,587 in the plan year 2024 filing.
DOL schedule card
Filing strip 316127287 · Sw Oh Regional Council of Carpenters PY 2024 · Defined Benefit (Pension)
Sw Oh Regional Council of Carpenters Pension Plan · $421M · 1,587 · 97th
- PHOTO $421M
- PHOTO 1,587
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Consolidated Communications Retirement Plan
- PHOTO ind #8708
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 Michigan →
Sw Oh Regional Council of Carpenters Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $414M |
| Net Income | $14M |
| Employer EIN | 316127287 |
| Plan Effective Date | 1964-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sw Oh Regional Council of Carpenters)
Sponsor-wide plan assets over time
All Sw Oh Regional Council of Carpenters plans reported in each filing year
- Latest sponsor-wide plan assets
- $421M 83.15531015315784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,552 | $230M |
| 2023 | 1 | 1,610 | $401M |
| 2024 | 1 | 1,587 | $421M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
Sw Oh Regional Council of Carpenters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Consolidated Communications Retirement Plan in TX ($421M); by covered participants it is Ti Employees Pension Plan in TX (1,582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($421M here).
- Consolidated Communications Retirement Plan (TX) $421M · 1,309
- Blue Bell Creameries, Inc. Pension Plan (TX) $420M · 2,940
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (CA) $422M · 14,440
- Allete & Affiliated Companies Retirement Plan C (MN) $422M · 160
Similar participant headcount
Nearest other-state filings by covered participants (1,587 participants); asset peers above are excluded.
- Ti Employees Pension Plan (TX) 1,582 · 5 off
- Northern California Electrical Workers Pension Plan (CA) 1,593 · 6 off
- Andersen Corporation Employees' Pension and Retirement Plan (MN) 1,594 · 7 off
- Employee Retirement Income Plan - Hourly East (WA) 1,580 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.