Other
2022 plan-year Other DOL Form 5500

N. Atlantic States Carp. Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bot of the North Atlantic States Carpenters Pension Fund · Massachusetts · Construction

What the 2023 filing shows

N. Atlantic States Carp. Pension Fund holds $4.8B for 17,323 participants — about $274,693 per participant, down 9.7% over the 2022 plan year.

$4.8B
total plan assets (2022 EOY)
17,323
covered participants
$274,693
avg assets per participant
-9.7%
assets change YoY

The plan reported a net loss of $467M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4.8B
Participants
17,323
Industry
Construction

What the Filing Says About N. Atlantic States Carp. Pension Fund

N. Atlantic States Carp. Pension Fund is a Other retirement plan sponsored by Bot of the North Atlantic States Carpenters Pension Fund, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $4.8B in total end-of-year assets and covers 17,323 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 516040899, and the plan has been effective since 1962-02-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5.3B at the beginning of 2022 to $4.8B at year-end — a decline of 9.7%. Net assets (after liabilities) closed the year at $4.6B, with reported net income of $-467,143,086 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5.3B
Total Assets (End of Year)$4.8B
Net Assets (End of Year)$4.6B
Net Income$-467,143,086
Plan TypeOther
Employer EIN516040899
Plan Effective Date1962-02-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot of the North Atlantic States Carpenters Pension Fund)

Year Plans Participants Total Assets
2022 1 17,323 $4.8B
2023 1 17,166 $5.0B
2024 1 16,946 $5.1B

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the N. Atlantic States Carp. Pension Fund?
As of the 2022 Form 5500 filing, N. Atlantic States Carp. Pension Fund holds $4.8B in total assets with 17,323 participants. It is sponsored by Bot of the North Atlantic States Carpenters Pension Fund.
What type of plan is N. Atlantic States Carp. Pension Fund?
N. Atlantic States Carp. Pension Fund is a Other plan. It has been effective since 1962-02-06. The plan is filed with the U.S. Department of Labor under EIN 516040899.
Who sponsors the N. Atlantic States Carp. Pension Fund?
N. Atlantic States Carp. Pension Fund is sponsored by Bot of the North Atlantic States Carpenters Pension Fund, located in Massachusetts. The sponsor's EIN is 516040899 and the plan operates in the Construction industry.
How did N. Atlantic States Carp. Pension Fund perform in 2022?
N. Atlantic States Carp. Pension Fund declined by 9.7% during 2022, moving from $5.3B to $4.8B in total assets. Net income was $-467,143,086.
Where can I find official filings for N. Atlantic States Carp. Pension Fund?
Official Form 5500 filings for N. Atlantic States Carp. Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516040899 or plan name at efast.dol.gov.
How does N. Atlantic States Carp. Pension Fund compare to other plans?
You can compare N. Atlantic States Carp. Pension Fund against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 516040899.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.