Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund Pension Plan
Data updated 2026-08-06
- $3.6B
- Total assets
- 10,962
- Participants
- 100th
- Percentile by assets
- $327,869
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,917 in Construction (9,938 peers)
Coverage in Massachusetts
N. Atlantic States Carp. Guaranteed Annuity Fund covers 10,962 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~641 per filing). Assets: $3.6B.
- $3.6B
- total plan assets (2022 EOY)
- 10,962
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $327,869
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. N. Atlantic States Carp. Guaranteed Annuity Fund reports 10,962 participants - 17x that state average ($3.6B EOY assets).
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)
| 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.
N. Atlantic States Carp. Guaranteed Annuity Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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 (0.031% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to N. Atlantic States Carp. Guaranteed Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on N. Atlantic States Carp. Guaranteed Annuity Fund's numbers.
- By total assets, N. Atlantic States Carp. Guaranteed Annuity Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's sponsor-wide assets have grown 5.7% since 2022 across 3 plan years on file. More Construction plans