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
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
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.
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
Missouri filing particulars
| Total Assets (Beginning of Year) | $3.3B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | $151M |
| Employer EIN | 431622970 |
| Plan Effective Date | 1969-05-01 |
| Filing Status | FILING 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
| 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.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Emerson Electric Company Retirement Plan $3.3B · 2,467
- Bjc Pension Plan $2.7B · 20,653
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).
- Intermountain Healthcare Pension Plan (UT) $3.4B · 26,724
- The Hartford Retirement Plan for U.S. Employees (CT) $3.4B · 7,034
- Schlumberger Technology Corporation Pension Plan (TX) $3.4B · 1,633
- Nationwide Retirement Plan - Final Average Pay (OH) $3.5B · 5,058
Similar participant headcount
Nearest other-state filings by covered participants (11,832 participants); asset peers above are excluded.
- Dominion Energy Pension Plan (VA) 11,758 · 74 off
- Principal Cash Balance Plan (IA) 11,945 · 113 off
- Phillips 66 Retirement Plan (TX) 11,709 · 123 off
- Pension Plan of General Atomics (CA) 11,958 · 126 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.