Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
5,712
Participants Above avg headcount
99th
Percentile by assets National rank
$312,193
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund · Sponsored by Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe · Michigan · Construction

$1.8B in assets, 5,712 participants

Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe's Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund reported $1.8B in total assets and 5,712 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.

  • #8,972 in Construction (9,039 peers)

Coverage in Michigan

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund covers 5,712 participants in Michigan, 9.0x the typical Michigan plan (state average ~638 per filing). Assets: $1.8B.

#8,972
in Construction (9,039 peers)
+9.9%
assets growth YoY
18×
vs typical plan assets (national mean)

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund's outsized position by total assets

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund vs every filed plan by assets

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

$1,783,244,715 Top 1% higher than 99% 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

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund'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. Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund lands in the large band (5,712 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund reported participants rose from 4,876 in the plan year 2023 filing to 5,712 in the plan year 2024 filing.
  • Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
  • Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund reported net income fell from $169M in the plan year 2023 filing to $161M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 516123713 · Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe PY 2024 · Defined Benefit (Pension)

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund · $1.8B · 5,712 · 99th

  • BOY $1.8B
  • BOY 5,712
  • BOY 99th
  • BOY Defined Benefit (Pension)
  • BOY near Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund
  • BOY ind #8972

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 Michigan →

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund in the asset neighbourhood

Olin Corporation Employees Pension PlanOlin Corporation Employees P…$1.8BIndiana/Kentucky/Ohio Regional Council of Carpenters Pension FundIndiana/Kentucky/Ohio Region…$1.8BHeavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension FundHeavy and General Laborers' …$1.8BPension Plan for Salaried Employees of Novartis CorporationPension Plan for Salaried Em…$1.8BEntergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retireme…$1.8B
End-of-year total assets ($B) among Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.8B
Net Income$161M
Employer EIN516123713
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe)

Sponsor-wide plan assets over time

All Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 22.656853543623576% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.45B $1.78B ▲ +22.8%
Year Plans Participants Total Assets
2022 1 4,486 $1.5B
2023 1 4,876 $1.6B
2024 1 5,712 $1.8B

Nearby Defined Benefit (Pension) Plans in Michigan

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

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -1001020304050 Total assets ($B) Participants Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund, Total assets ($B): 1.783244715 · Participants: 5712Indiana/Kentucky/Ohio Regional Council of Carpenters Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund side-by-side with 3 peers →

Scale composition for Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund reports $1.8B in end-of-year assets across 5,712 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $312,193 per participant (2.3x the national average assets-per-participant) . Net income for plan year 2024 was $161M.

This plan identity (EIN 516123713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $1.8B (+22.7%) while covered participants moved from 4,486 to 5,712 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,486 $1.5B Open filing
2023 4,876 $1.6B Open filing
2024 · index core 5,712 $1.8B This page

Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund in NJ ($1.8B); by covered participants it is Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan in MD (5,725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,712 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 Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund assets move in 2024? ▼
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund grew at a solid clip - up 9.9% during 2024, from $1.6B to $1.8B. Reported net income was $161M.
How have Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe's sponsor-wide assets grew 22.7%, from $1.5B to $1.8B.
Where does Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund ranks in the 99th 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 Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund in NJ ($1.8B, 7,491 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan in MD (5,725 participants, $357M in assets).

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 516123713.

Read our methodology - how this data is sourced, computed, and verified.

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