Defined Benefit (Pension) · DOL Form 5500 · 2024

Carpenters Funds Administrative Office Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
21
Participants Small participant base
72nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Carpenter Funds Administrative Office · Sponsored by Carpenters Funds Administrative Office · California · Finance & Insurance

$22M in assets, 21 participants

Carpenters Funds Administrative Office's Pension Plan of Carpenter Funds Administrative Office reported $22M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,951 in Finance & Insurance (8,549 peers)

Carpenters Funds Administrative Office multi-year trail

Carpenters Funds Administrative Office's plans moved +17.1% in assets from 2022 to 2024; this filing shows Pension Plan of Carpenter Funds Administrative Office at $22M / 21 participants.

#4,951
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY

Pension Plan of Carpenter Funds Administrative Office's outsized position by total assets

Pension Plan of Carpenter Funds Administrative Office vs every filed plan by assets

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

$22,282,223 Top 28% higher than 72% 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

Pension Plan of Carpenter Funds Administrative Office among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Carpenter Funds Administrative Office is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of Carpenter Funds Administrative Office end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Pension Plan of Carpenter Funds Administrative Office reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pension Plan of Carpenter Funds Administrative Office reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941557079 · Carpenters Funds Administrative Office PY 2024 · Defined Benefit (Pension)

Pension Plan of Carpenter Funds Administrative Office · $22M · 21 · 72nd

  • SCH $22M
  • EBSA 21
  • PART 72nd
  • TYPE Defined Benefit (Pension)
  • NET near Suburban Wholesalers Association Pension Plan
  • BOOK ind #4951

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 California →

Pension Plan of Carpenter Funds Administrative Office in the asset neighbourhood

Pension Plan of Carpenter Funds Administrative OfficePension Plan of Carpenter Fu…$22MSuburban Wholesalers Association Pension PlanSuburban Wholesalers Associa…$22MThe Star Enterprise Retirement PlanThe Star Enterprise Retireme…$22MPenreco Pension Plan$22MMinnesota Nurses Association Pension PlanMinnesota Nurses Association…$22M
End-of-year total assets ($M) among Pension Plan of Carpenter Funds Administrative Office and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Carpenters Funds Administrative Office multi-year asset trail

Sponsor-wide plan assets over time

All Carpenters Funds Administrative Office plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.11429419739222% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $19M $22.3M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 21 $19M
2023 1 22 $21M
2024 1 21 $22M

Carpenters Funds Administrative Office filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN941557079
Plan Effective Date1965-07-09
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of Carpenter Funds Administrative Office, Total assets ($B): 0.022282223 · Participants: 21Pension Plan of Carpenter Funds Administrative OfficeKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of Carpenter Funds Administrative Office side-by-side with 3 peers →

Pension Plan of Carpenter Funds Administrative Office's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Suburban Wholesalers Association Pension Plan in NY ($22M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

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 Pension Plan of Carpenter Funds Administrative Office assets move in 2024? ▼
Pension Plan of Carpenter Funds Administrative Office grew at a solid clip - up 7.6% during 2024, from $21M to $22M. Reported net income was $2M.
How have Carpenters Funds Administrative Office plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Funds Administrative Office's sponsor-wide assets grew 17.1%, from $19M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suburban Wholesalers Association Pension Plan in NY ($22M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants, $2M 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 941557079.

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.