Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund Pension Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 10,962
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $327,869
- Avg per participant High balance/head
Official DOL plan name: N. Atlantic States Carp. Guaranteed Annuity Fund · Sponsored by Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund · Massachusetts · Construction
$3.6B in assets, 10,962 participants
Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's N. Atlantic States Carp. Guaranteed Annuity Fund reported $3.6B in total assets and 10,962 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,906 in Construction (9,927 peers)
Coverage in Massachusetts
N. Atlantic States Carp. Guaranteed Annuity Fund covers 10,962 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.6B.
- #9,906
- in Construction (9,927 peers)
- -9.7%
- assets change YoY
- 36×
- vs typical plan assets (national mean)
The plan reported a net loss of $359M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
N. Atlantic States Carp. Guaranteed Annuity Fund's outsized position by total assets
N. Atlantic States Carp. Guaranteed Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,594,095,954 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
N. Atlantic States Carp. Guaranteed Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. N. Atlantic States Carp. Guaranteed Annuity Fund is a mega filing (10,962 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 042776873 · Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund PY 2022 · Defined Benefit (Pension)
N. Atlantic States Carp. Guaranteed Annuity Fund · $3.6B · 10,962 · 100th
- RANK $3.6B
- PHOTO 10,962
- IND 100th
- EOY Defined Benefit (Pension)
- 5500 near Schlumberger Technology Corporation Pension Plan
- ASSETS ind #9906
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 Massachusetts →
N. Atlantic States Carp. Guaranteed Annuity Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4.0B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | -$359M |
| Employer EIN | 042776873 |
| Plan Effective Date | 1982-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund)
Sponsor-wide plan assets over time
All Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.8B 5.655834974961272% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,962 | $3.6B |
| 2023 | 1 | 10,911 | $3.7B |
| 2024 | 1 | 10,943 | $3.8B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- New England Teamsters Pension Fund $3.3B · 21,757
Scale composition for N. Atlantic States Carp. Guaranteed Annuity Fund
N. Atlantic States Carp. Guaranteed Annuity Fund reports $3.6B in end-of-year assets across 10,962 participants (0.029% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $327,869 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$359M.
This plan identity (EIN 042776873, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.8B (+5.7%) while covered participants moved from 10,962 to 10,943 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,962 | $3.6B | This page |
| 2023 | 10,911 | $3.7B | Open filing |
| 2024 · index core | 10,943 | $3.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- N. Atlantic States Carp. Guaranteed Annuity Fund (Defined Benefit (Pension), $3.8B, 10,943 participants)
N. Atlantic States Carp. Guaranteed Annuity Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Schlumberger Technology Corporation Pension Plan in TX ($3.6B); by covered participants it is U. S. Retirement Plan in NJ (11,012 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- Schlumberger Technology Corporation Pension Plan (TX) $3.6B · 2,136
- Mufg Bank, Ltd. Retirement Plan (NY) $3.6B · 10,900
- Honda Retirement Plan (CA) $3.6B · 10,177
- Kodak Retirement Income Plan (NY) $3.6B · 1,985
Similar participant headcount
Nearest other-state filings by covered participants (10,962 participants); asset peers above are excluded.
- U. S. Retirement Plan (NJ) 11,012 · 50 off
- Texas Children's Hospital Cash Balance Pension Plan (TX) 10,859 · 103 off
- Western Conference of Teamsters Supp Benefit Plan (CA) 10,846 · 116 off
- Laborers National Pension Fund (TX) 10,753 · 209 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.