Other · DOL Form 5500 · 2022
Arizona State Carpenter's Annuity Trust Fund Retirement Plan
Data updated 2026-08-11
- $87M
- Total assets
- 4,161
- Participants
- 92nd
- Percentile by assets
- $20,863
- Avg per participant
Official DOL plan name: Arizona State Carpenter's Annuity Trust Fund · Sponsored by Arizona State Carpenter's Annuity Trust Fund · Arizona · Construction
$87M in assets, 4,161 participants
Arizona State Carpenter's Annuity Trust Fund's Arizona State Carpenter's Annuity Trust Fund reported $87M in total assets and 4,161 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,999 in Construction (9,927 peers)
Coverage in Arizona
Arizona State Carpenter's Annuity Trust Fund covers 4,161 participants in Arizona, 7.4x the typical Arizona plan (state average ~564 per filing). Assets: $87M.
- $87M
- total plan assets (2022 EOY)
- 4,161
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $20,863
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Arizona State Carpenter's Annuity Trust Fund reports 4,161 participants - 7.4x that state average ($87M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | -$16M |
| Employer EIN | 866056025 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arizona State Carpenter's Annuity Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,161 | $87M |
| 2023 | 1 | 3,934 | N/A |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
Arizona State Carpenter's Annuity Trust Fund vs. nearby Other plans in Arizona, assets vs. participants
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Similar-Sized Other Plans Nationally
Other plans in other states closest to Arizona State Carpenter's Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Arizona State Carpenter's Annuity Trust Fund assets move in 2022? ▼
Where does Arizona State Carpenter's Annuity Trust Fund rank by assets among Form 5500 filers? ▼
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Next read for Arizona State Carpenter's Annuity Trust …
Filing takeaways
Ways to act on Arizona State Carpenter's Annuity Trust Fund's numbers.
- By total assets, Arizona State Carpenter's Annuity Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans