Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of the North Atlantic States Carpenters Pension Fund Pension Plan
Data updated 2026-08-06
- $4.8B
- Total assets
- 17,323
- Participants
- 100th
- Percentile by assets
- $274,693
- Avg per participant
Official DOL plan name: N. Atlantic States Carp. Pension Fund · Sponsored by Bot of the North Atlantic States Carpenters Pension Fund · Massachusetts · Construction
$4.8B in assets, 17,323 participants
Bot of the North Atlantic States Carpenters Pension Fund's N. Atlantic States Carp. Pension Fund reported $4.8B in total assets and 17,323 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)
- #9,924 in Construction (9,938 peers)
Coverage in Massachusetts
N. Atlantic States Carp. Pension Fund covers 17,323 participants in Massachusetts, 27x the typical Massachusetts plan (state average ~641 per filing). Assets: $4.8B.
- $4.8B
- total plan assets (2022 EOY)
- 17,323
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $274,693
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. N. Atlantic States Carp. Pension Fund reports 17,323 participants - 27x that state average ($4.8B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5.3B |
|---|---|
| Net Assets (End of Year) | $4.6B |
| Net Income | -$467M |
| Employer EIN | 516040899 |
| Plan Effective Date | 1962-02-06 |
| Filing Status | FILING 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
N. Atlantic States Carp. Pension 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. Guaranteed Annuity Fund $3.6B · 10,962
- New England Teamsters Pension Fund $3.3B · 21,757
Scale composition for N. Atlantic States Carp. Pension Fund
N. Atlantic States Carp. Pension Fund reports $4.8B in end-of-year assets across 17,323 participants (0.041% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.019% of 89,805,449 covered participants) - about $274,693 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2022 was -$467M.
This plan identity (EIN 516040899, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $5.1B (+6.9%) while covered participants moved from 17,323 to 16,946 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,323 | $4.8B | This page |
| 2023 | 17,166 | $5.0B | Open filing |
| 2024 · index core | 16,946 | $5.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- N. Atlantic States Carp. Pension Fund (Defined Benefit (Pension), $5.1B, 16,946 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to N. Atlantic States Carp. Pension Fund by total assets, not by location.
- Raytheon Retirement Plan (CT) $4.7B · 4,467
- Lumen Combined Pension Plan (LA) $4.8B · 14,232
- Pension Trust Fund for Operating Engineers (CA) $4.8B · 19,523
- Mid-America Carpenters Regional Council Pension Fund (IL) $4.8B · 9,897
Frequently Asked Questions
How did N. Atlantic States Carp. Pension Fund assets move in 2022? ▼
How have Bot of the North Atlantic States Carpenters Pension Fund plan assets changed over time? ▼
Where does N. Atlantic States Carp. Pension Fund rank by assets among Form 5500 filers? ▼
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Next read for N. Atlantic States Carp. Pension Fund
Filing takeaways
Ways to act on N. Atlantic States Carp. Pension Fund's numbers.
- By total assets, N. Atlantic States Carp. Pension 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 Pension Fund's sponsor-wide assets have grown 6.9% since 2022 across 3 plan years on file. More Construction plans