Profit Sharing · DOL Form 5500 · 2022
North Atlantic States Carpenters Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 10,777
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $114,306
- Avg per participant Below avg balance/head
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.
- #9,840 in Construction (9,927 peers)
Coverage in Connecticut
North Atlantic States Carpenters Annuity Plan covers 10,777 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $1.2B.
- #9,840
- in Construction (9,927 peers)
- -11.3%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
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.
North Atlantic States Carpenters Annuity Plan's outsized position by total assets
North Atlantic States Carpenters Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,231,877,960 Top 1% higher than 99% 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
North Atlantic States Carpenters Annuity Plan'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. North Atlantic States Carpenters Annuity Plan is a mega filing (10,777 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 061308364 · North Atlantic States Carpenters Annuity Plan PY 2022 · Profit Sharing
North Atlantic States Carpenters Annuity Plan · $1.2B · 10,777 · 99th
- BOY $1.2B
- SCH 10,777
- EBSA 99th
- PART Profit Sharing
- TYPE near Cleveland Clinic Investment Pension Plan
- NET ind #9840
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 Connecticut →
North Atlantic States Carpenters Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All North Atlantic States Carpenters Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 8.784241013614693% vs 2022
- 2024 filing year
| 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.
- 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 (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 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)
North Atlantic States Carpenters Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Cleveland Clinic Investment Pension Plan in OH ($1.2B); by covered participants it is Legacy Health Defined Contribution Retirement Plan in OR (10,849 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,777 participants); asset peers above are excluded.
- Legacy Health Defined Contribution Retirement Plan (OR) 10,849 · 72 off
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (IL) 10,930 · 153 off
- Accenture United States Discretionary Profit Sharing Plan (IL) 10,992 · 215 off
- Textron Retirement Account Plan Trust (RI) 10,515 · 262 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.