Profit Sharing · DOL Form 5500 · 2022
North Atlantic States Carpenters Annuity Plan Profit Sharing Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 10,777
- Participants
- 99th
- Percentile by assets
- $114,306
- Avg per participant
Official DOL plan name: North Atlantic States Carpenters Annuity Plan · Sponsored by North Atlantic States Carpenters Annuity Plan · Connecticut · Construction
$1.2B in assets, 10,777 participants
North Atlantic States Carpenters Annuity Plan's North Atlantic States Carpenters Annuity Plan reported $1.2B in total assets and 10,777 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,851 in Construction (9,938 peers)
Coverage in Connecticut
North Atlantic States Carpenters Annuity Plan covers 10,777 participants in Connecticut, 15x the typical Connecticut plan (state average ~740 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 10,777
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $114,306
- avg assets per participant
The plan reported a net loss of $157M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 740 participants across 1,756 plans. North Atlantic States Carpenters Annuity Plan reports 10,777 participants - 15x that state average ($1.2B EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$157M |
| Employer EIN | 061308364 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Atlantic States Carpenters Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,777 | $1.2B |
| 2023 | 1 | 11,025 | $1.3B |
| 2024 | 1 | 10,631 | $1.3B |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
North Atlantic States Carpenters Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
- The Lee Company Profit Sharing Plan $396M · 930
- Connecticut Children's Retirement Savings Plan $377M · 2,969
- Connecticut Laborers' Annuity Plan $215M · 3,141
- Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456
- Bridgeport Hospital Employer Contribution Retirement Plan $187M · 4,221
Scale composition for North Atlantic States Carpenters Annuity Plan
North Atlantic States Carpenters Annuity Plan reports $1.2B in end-of-year assets across 10,777 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 covered participants) - about $114,306 per participant (83% of the national average assets-per-participant) . Net income for plan year 2022 was -$157M.
This plan identity (EIN 061308364, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+8.8%) while covered participants moved from 10,777 to 10,631 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,777 | $1.2B | This page |
| 2023 | 11,025 | $1.3B | Open filing |
| 2024 · index core | 10,631 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- North Atlantic States Carpenters Annuity Plan (Profit Sharing, $1.3B, 10,631 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to North Atlantic States Carpenters Annuity Plan by total assets, not by location.
- Cleveland Clinic Investment Pension Plan (OH) $1.2B · 46,417
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.2B · 5,909
- Boilermakers National Annuity Trust (MO) $1.2B · 18,584
- Memorialcare Retirement Plan (CA) $1.2B · 5,104
Frequently Asked Questions
How did North Atlantic States Carpenters Annuity Plan assets move in 2022? ▼
How have North Atlantic States Carpenters Annuity Plan plan assets changed over time? ▼
Where does North Atlantic States Carpenters Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to North Atlantic States Carpenters Annuity Plan? ▼
Next read for North Atlantic States Carpenters Annuity…
Filing takeaways
Ways to act on North Atlantic States Carpenters Annuity Plan's numbers.
- By total assets, North Atlantic States Carpenters Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- North Atlantic States Carpenters Annuity Plan's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Construction plans