Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Carpenters Benefit Plans of St. Louis Pension Plan

Data updated 2026-08-25

$3.4B
Total assets Very large vs avg
11,832
Participants Very large workforce
100th
Percentile by assets National rank
$288,445
Avg per participant High balance/head
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Official DOL plan name: Carpenters Pension Trust Fund of St. Louis · Sponsored by Trustees of Carpenters Benefit Plans of St. Louis · Missouri · Finance & Insurance

$3.4B in assets, 11,832 participants

Trustees of Carpenters Benefit Plans of St. Louis's Carpenters Pension Trust Fund of St. Louis reported $3.4B in total assets and 11,832 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,468 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Carpenters Pension Trust Fund of St. Louis covers 11,832 participants in Missouri, 16x the typical Missouri plan (state average ~737 per filing). Assets: $3.4B.

#8,468
in Finance & Insurance (8,549 peers)
+4.5%
assets growth YoY
34×
vs typical plan assets (national mean)

Carpenters Pension Trust Fund of St. Louis's outsized position by total assets

Carpenters Pension Trust Fund of St. Louis vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,412,879,552 Highest reported value at or above every one of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Carpenters Pension Trust Fund of St. Louis's mega-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 Pension Trust Fund of St. Louis is a mega filing (11,832 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpenters Pension Trust Fund of St. Louis end-of-year assets rose from $3.3B in the plan year 2023 filing to $3.4B in the plan year 2024 filing.
  • Carpenters Pension Trust Fund of St. Louis reported net income rose from $144M in the plan year 2023 filing to $151M in the plan year 2024 filing.
  • Carpenters Pension Trust Fund of St. Louis reported participants rose from 11,420 in the plan year 2023 filing to 11,832 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431622970 · Trustees of Carpenters Benefit Plans of St. Louis PY 2024 · Defined Benefit (Pension)

Carpenters Pension Trust Fund of St. Louis · $3.4B · 11,832 · 100th

  • EOY $3.4B
  • EOY 11,832
  • EOY 100th
  • EOY Defined Benefit (Pension)
  • EOY near Intermountain Healthcare Pension Plan
  • EOY ind #8468

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 Missouri →

Carpenters Pension Trust Fund of St. Louis in the asset neighbourhood

Nationwide Retirement Plan - Final Average PayNationwide Retirement Plan -…$3.5BCarpenters Pension Trust Fund of St. LouisCarpenters Pension Trust Fun…$3.4BIntermountain Healthcare Pension PlanIntermountain Healthcare Pen…$3.4BThe Hartford Retirement Plan for U.S. EmployeesThe Hartford Retirement Plan…$3.4BSchlumberger Technology Corporation Pension PlanSchlumberger Technology Corp…$3.4B
End-of-year total assets ($B) among Carpenters Pension Trust Fund of St. Louis and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$3.3B
Net Assets (End of Year)$3.3B
Net Income$151M
Employer EIN431622970
Plan Effective Date1969-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Carpenters Benefit Plans of St. Louis)

Sponsor-wide plan assets over time

All Trustees of Carpenters Benefit Plans of St. Louis plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 4.801467159808884% vs 2022
2024 filing year
$3.2B$3.25B$3.3B$3.35B$3.4B$3.45B 202220232024 $3.26B $3.41B ▲ +4.6%
Year Plans Participants Total Assets
2022 1 8,767 $3.3B
2023 1 11,420 $3.3B
2024 1 11,832 $3.4B

Nearby Defined Benefit (Pension) Plans in Missouri

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

Carpenters Pension Trust Fund of St. Louis vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 2468 Total assets ($B) Participants Carpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement PlanBjc Pension Plan, Total assets ($B): 2.718294881 · Participants: 20653Bjc Pension Plan
Carpenters Pension Trust Fund of St. Louis vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Scale composition for Carpenters Pension Trust Fund of St. Louis

Carpenters Pension Trust Fund of St. Louis reports $3.4B in end-of-year assets across 11,832 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $288,445 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $151M.

This plan identity (EIN 431622970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $3.4B (+4.8%) while covered participants moved from 8,767 to 11,832 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,767 $3.3B Open filing
2023 11,420 $3.3B Open filing
2024 · index core 11,832 $3.4B This page

Carpenters Pension Trust Fund of St. Louis's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Intermountain Healthcare Pension Plan in UT ($3.4B); by covered participants it is Dominion Energy Pension Plan in VA (11,758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,832 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpenters Pension Trust Fund of St. Louis assets move in 2024?
Carpenters Pension Trust Fund of St. Louis edged up modestly - up 4.5% during 2024, from $3.3B to $3.4B. Reported net income was $151M.
How have Trustees of Carpenters Benefit Plans of St. Louis plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Carpenters Benefit Plans of St. Louis's sponsor-wide assets grew 4.8%, from $3.3B to $3.4B.
Where does Carpenters Pension Trust Fund of St. Louis rank by assets among Form 5500 filers?
Carpenters Pension Trust Fund of St. Louis ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Carpenters Pension Trust Fund of St. Louis?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intermountain Healthcare Pension Plan in UT ($3.4B, 26,724 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carpenters Pension Trust Fund of St. Louis?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dominion Energy Pension Plan in VA (11,758 participants, $8.3B in assets).