Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of the North Atlantic States Carpenters Pension Fund Pension Plan
Data updated 2026-08-25
- $4.8B
- Total assets Very large vs avg
- 17,323
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $274,693
- Avg per participant High balance/head
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.
- #9,913 in Construction (9,927 peers)
Coverage in Massachusetts
N. Atlantic States Carp. Pension Fund covers 17,323 participants in Massachusetts, 26x the typical Massachusetts plan (state average ~659 per filing). Assets: $4.8B.
- #9,913
- in Construction (9,927 peers)
- -9.7%
- assets change YoY
- 48×
- vs typical plan assets (national mean)
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.
N. Atlantic States Carp. Pension Fund's outsized position by total assets
N. Atlantic States Carp. Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,758,508,912 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. Pension 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. Pension Fund is a mega filing (17,323 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 516040899 · Bot of the North Atlantic States Carpenters Pension Fund PY 2022 · Defined Benefit (Pension)
N. Atlantic States Carp. Pension Fund · $4.8B · 17,323 · 100th
- PHOTO $4.8B
- IND 17,323
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near Raytheon Retirement Plan
- PCT ind #9913
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. Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bot of the North Atlantic States Carpenters Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 6.883304204264565% vs 2022
- 2024 filing year
| 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.
- 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 (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 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)
N. Atlantic States Carp. Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Raytheon Retirement Plan in CT ($4.7B); by covered participants it is Marathon Petroleum Retirement Plan in OH (17,390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,323 participants); asset peers above are excluded.
- Marathon Petroleum Retirement Plan (OH) 17,390 · 67 off
- The Prudential Merged Retirement Plan (NJ) 17,538 · 215 off
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct (NY) 17,040 · 283 off
- The Lilly Retirement Plan (IN) 16,878 · 445 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.