Defined Benefit (Pension) · DOL Form 5500 · 2024
Carpenters Pension Trust Fund of Kansas City Pension Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 6,218
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $233,607
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenters Pension Trust Fund of Kansas City · Sponsored by Carpenters Pension Trust Fund of Kansas City · Missouri · Construction
$1.5B in assets, 6,218 participants
Carpenters Pension Trust Fund of Kansas City's Carpenters Pension Trust Fund of Kansas City reported $1.5B in total assets and 6,218 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,948 in Construction (9,039 peers)
Coverage in Missouri
Carpenters Pension Trust Fund of Kansas City covers 6,218 participants in Missouri, 8.4x the typical Missouri plan (state average ~737 per filing). Assets: $1.5B.
- #8,948
- in Construction (9,039 peers)
- +3.6%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Carpenters Pension Trust Fund of Kansas City's outsized position by total assets
Carpenters Pension Trust Fund of Kansas City vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,452,565,281 Top 1% higher than 99% 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 Kansas City'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. Carpenters Pension Trust Fund of Kansas City lands in the large band (6,218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenters Pension Trust Fund of Kansas City reported net income fell from $135M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Carpenters Pension Trust Fund of Kansas City reported participants rose from 5,851 in the plan year 2023 filing to 6,218 in the plan year 2024 filing.
- Carpenters Pension Trust Fund of Kansas City end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 436108379 · Carpenters Pension Trust Fund of Kansas City PY 2024 · Defined Benefit (Pension)
Carpenters Pension Trust Fund of Kansas City · $1.5B · 6,218 · 99th
- RANK $1.5B
- PHOTO 6,218
- IND 99th
- EOY Defined Benefit (Pension)
- 5500 near Ppl Retirement Plan
- ASSETS ind #8948
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 Missouri →
Carpenters Pension Trust Fund of Kansas City in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $51M |
| Employer EIN | 436108379 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters Pension Trust Fund of Kansas City)
Sponsor-wide plan assets over time
All Carpenters Pension Trust Fund of Kansas City plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 14.702275716668062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,650 | $1.3B |
| 2023 | 1 | 5,851 | $1.4B |
| 2024 | 1 | 6,218 | $1.5B |
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
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
Scale composition for Carpenters Pension Trust Fund of Kansas City
Carpenters Pension Trust Fund of Kansas City reports $1.5B in end-of-year assets across 6,218 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $233,607 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $51M.
This plan identity (EIN 436108379, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.5B (+14.7%) while covered participants moved from 5,650 to 6,218 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,650 | $1.3B | Open filing |
| 2023 | 5,851 | $1.4B | Open filing |
| 2024 · index core | 6,218 | $1.5B | This page |
Carpenters Pension Trust Fund of Kansas City's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Ppl Retirement Plan in PA ($1.5B); by covered participants it is Willis-Knighton Medical Center Employees Retirement Plan in LA (6,197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Ppl Retirement Plan (PA) $1.5B · 1,035
- Principal Cash Balance Plan (IA) $1.5B · 11,945
- Retirement Plan of Carilion Clinic (VA) $1.4B · 10,559
- Aon Retirement Pension Plan (GA) $1.5B · 1,646
Similar participant headcount
Nearest other-state filings by covered participants (6,218 participants); asset peers above are excluded.
- Willis-Knighton Medical Center Employees Retirement Plan (LA) 6,197 · 21 off
- The Retirement Plan for Graham Holdings Company (VA) 6,257 · 39 off
- Jefferson Defined Benefit Plan (PA) 6,179 · 39 off
- Nestle Hourly Retirement Plan (OH) 6,283 · 65 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.