Southwest Carpenters Annuity Fund retirement plans

Southwest Carpenters Annuity Fund, Los Angeles, CA. EIN 88-0135694. Annual reports 2009–2024. Also filed as Constr. Ind Carpenters Joint Pension Trust; Constr. Ind Carpenters Joint Pension.

Southwest Carpenters Annuity Fund has one active retirement plan on file, the Southwest Carpenters Annuity Fund, with 93,934 participants and $1.1 billion in assets in 2024. Empower has been its recordkeeper since 2018. No traditional pension plan appears in Southwest Carpenters Annuity Fund's filings since 2009.

Active plans: 1
Participants: 93,934
Plan assets: $1.1 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Construction

The plan

Southwest Carpenters Annuity Fund

Profit-sharing planActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 88-0135694
Participants (2024): 93,934
Net assets (2024): $1.1 billion
Recordkeeper: Empower2018–2024
Plan administrator: Southwest Carpenters Annuity Fund
455 South Figueroa Street
Los Angeles, CA 90071
(213) 386-8590As filed for 2024
In effect since: July 1, 1987

Plans merged into this one: Centennial State Carpenters Pension Trust Fund Annuity Plan (2020); Arizona State Carpenter'S Annuity Trust Fund (2023); Alaska Carpenters Defined Contribution Trust Fund (2024); Millwright Employers Association Millwright & Machine Erectors Money Purchase Pension Plan (2022).

Earlier sponsors: Constr. Ind Carpenters Joint Pension Trust (2009–2015); Constr. Ind Carpenters Joint Pension (2016–2019).

Earlier plan names: Southern Nevada Carpenters Annuity Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	93,934	$1.1 billion	Empower
2023	62,085	$707 million	Empower
2022	55,201	$468 million	Empower
2021	48,136	$392 million	Empower
2020	34,526	$305 million	Empower
2019	14,083	$182 million	Empower
2018	13,688	$152 million	Empower
2017	13,413	$151 million	not listed
2016	13,536	$141 million	not listed
2015	13,753	$136 million	not listed
2014	13,920	$143 million	not listed
2013	14,203	$147 million	not listed
2012	14,635	$152 million	not listed
2011	15,956	$171 million	not listed
2010	18,568	$232 million	not listed
2009	22,231	$268 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Southwest Carpenters Annuity Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((213) 386-8590). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Southwest Carpenters Annuity Fund

If you had money in one of these plans

What these numbers are

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