Other · DOL Form 5500 · 2022

Arizona State Carpenter's Annuity Trust Fund Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
4,161
Participants Above avg headcount
92nd
Percentile by assets National rank
$20,863
Avg per participant Low balance/head
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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.

  • #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.

#8,999
in Construction (9,927 peers)
-15.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Arizona State Carpenter's Annuity Trust Fund's outsized position by total assets

Arizona State Carpenter's Annuity Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$86,810,261 Top 8% higher than 92% of 139,123 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 2022

Arizona State Carpenter's Annuity Trust Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona State Carpenter's Annuity Trust Fund lands in the large band (4,161 participants).

Plan-year Form 5500 strip

Filing strip 866056025 · Arizona State Carpenter's Annuity Trust Fund PY 2022 · Other

Arizona State Carpenter's Annuity Trust Fund · $87M · 4,161 · 92nd

  • VS-ST $87M
  • BOY 4,161
  • SCH 92nd
  • EBSA Other
  • PART near Gilman School Defined Contribution Retirement Plan
  • TYPE ind #8999

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 Arizona →

Arizona State Carpenter's Annuity Trust Fund in the asset neighbourhood

Gilman School Defined Contribution Retirement PlanGilman School Defined Contri…$87MAugustana College Retirement PlanAugustana College Retirement…$87MArizona State Carpenter's Annuity Trust FundArizona State Carpenter's An…$87MThe Packer Collegiate Institute Defined Contribution Retirement PlanThe Packer Collegiate Instit…$87MHockaday School Defined Contribution PlanHockaday School Defined Cont…$87M
End-of-year total assets ($M) among Arizona State Carpenter's Annuity Trust Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$87M
Net Income-$16M
Employer EIN866056025
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona State Carpenter's Annuity Trust Fund)

Sponsor-wide plan assets over time

All Arizona State Carpenter's Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M 20222023 $86.8M $0M ▼ -100.0%
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 Scatter plot of 6 data points. 050001000015000 02004006008001000 Total assets ($M) Participants Arizona State Carpenter's Annuity Trust Fund, Total assets ($M): 86.810261 · Participants: 4161Arizona State Carpenter's Annuity Trust FundHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Arizona State Carpenter's Annuity Trust Fund vs. nearby Other plans in Arizona, assets vs. participants
Compare Arizona State Carpenter's Annuity Trust Fund side-by-side with 3 peers →

Arizona State Carpenter's Annuity Trust Fund's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Gilman School Defined Contribution Retirement Plan in MD ($87M); by covered participants it is Bsa Match Savings Plan in TX (4,160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Arizona State Carpenter's Annuity Trust Fund assets move in 2022? ▼
Arizona State Carpenter's Annuity Trust Fund declined sharply - down 15.5% during 2022, from $103M to $87M. Reported net income was -$16M.
Where does Arizona State Carpenter's Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Arizona State Carpenter's Annuity Trust Fund ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Arizona State Carpenter's Annuity Trust Fund? ▼
Among Other plans in other states, the closest by assets is Gilman School Defined Contribution Retirement Plan in MD ($87M, 285 participants).
Which Other plans cover a similar participant headcount to Arizona State Carpenter's Annuity Trust Fund? ▼
Among Other plans in other states, the closest by covered participants is Bsa Match Savings Plan in TX (4,160 participants, $198M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 866056025.

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.