Defined Benefit (Pension) · DOL Form 5500 · 2024
Carpenters Pension Trust Fund of Kansas City Pension Plan
Data updated 2026-08-11
- $1.5B
- Total assets
- 6,218
- Participants
- 99th
- Percentile by assets
- $233,607
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.5B
- total plan assets (2024 EOY)
- 6,218
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $233,607
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Carpenters Pension Trust Fund of Kansas City reports 6,218 participants - 8.4x that state average ($1.5B EOY assets).
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)
| 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.
Carpenters Pension Trust Fund of Kansas City vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- 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 |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Carpenters Pension Trust Fund of Kansas City by total assets, not by location.
- 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
Frequently Asked Questions
How did Carpenters Pension Trust Fund of Kansas City assets move in 2024? ▼
How have Carpenters Pension Trust Fund of Kansas City plan assets changed over time? ▼
Where does Carpenters Pension Trust Fund of Kansas City rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Carpenters Pension Trust Fund of Kansas City's numbers.
- By total assets, Carpenters Pension Trust Fund of Kansas City ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Carpenters Pension Trust Fund of Kansas City's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Construction plans