Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Marine Carpenters Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Marine Carpenters Pension Fund · California · Construction

What the 2023 filing shows

Marine Carpenters Pension Fund holds $89M for 161 participants — about $551,523 per participant, up 57.0% over the 2024 plan year.

$89M
total plan assets (2024 EOY)
161
covered participants
$551,523
avg assets per participant
+57.0%
assets growth YoY
Total Assets (2023)
$89M
Participants
161
State
Industry
Construction

What the Filing Says About Marine Carpenters Pension Fund

Marine Carpenters Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees, Marine Carpenters Pension Fund, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 161 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 946272731, and the plan has been effective since 1960-06-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2024 to $89M at year-end — a gain of 57.0%. Net assets (after liabilities) closed the year at $89M, with reported net income of $32M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$89M
Net Assets (End of Year)$89M
Net Income$32M
Plan TypeDefined Benefit (Pension)
Employer EIN946272731
Plan Effective Date1960-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Marine Carpenters Pension Fund)

Year Plans Participants Total Assets
2022 1 190 $56M
2023 1 160 $57M
2024 1 161 $89M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Marine Carpenters Pension Fund?
As of the 2024 Form 5500 filing, Marine Carpenters Pension Fund holds $89M in total assets with 161 participants. It is sponsored by Board of Trustees, Marine Carpenters Pension Fund.
What type of plan is Marine Carpenters Pension Fund?
Marine Carpenters Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1960-06-08. The plan is filed with the U.S. Department of Labor under EIN 946272731.
Who sponsors the Marine Carpenters Pension Fund?
Marine Carpenters Pension Fund is sponsored by Board of Trustees, Marine Carpenters Pension Fund, located in California. The sponsor's EIN is 946272731 and the plan operates in the Construction industry.
How did Marine Carpenters Pension Fund perform in 2024?
Marine Carpenters Pension Fund grew by 57.0% during 2024, moving from $57M to $89M in total assets. Net income was $32M.
Where can I find official filings for Marine Carpenters Pension Fund?
Official Form 5500 filings for Marine Carpenters Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946272731 or plan name at efast.dol.gov.
How does Marine Carpenters Pension Fund compare to other plans?
You can compare Marine Carpenters Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 946272731.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.