Defined Benefit (Pension) · DOL Form 5500 · 2022
Joint Board of Trustees of North Central States Regional Council of Pension Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 5,543
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $283,814
- Avg per participant High balance/head
Official DOL plan name: North Central States Regional Council of Carpenters Pension Fund · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction
$1.6B in assets, 5,543 participants
Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Pension Fund reported $1.6B in total assets and 5,543 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.
- #9,868 in Construction (9,927 peers)
Coverage in Wisconsin
North Central States Regional Council of Carpenters Pension Fund covers 5,543 participants in Wisconsin, 9.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.6B.
- #9,868
- in Construction (9,927 peers)
- -14.2%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $260M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North Central States Regional Council of Carpenters Pension Fund's outsized position by total assets
North Central States Regional Council of Carpenters Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,573,182,664 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 Central States Regional Council of Carpenters Pension Fund's large-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 Central States Regional Council of Carpenters Pension Fund lands in the large band (5,543 participants).
Form 5500 schedule snapshot
Filing strip 396079856 · Joint Board of Trustees of North Central States Regional Council of PY 2022 · Defined Benefit (Pension)
North Central States Regional Council of Carpenters Pension Fund · $1.6B · 5,543 · 99th
- EOY $1.6B
- EOY 5,543
- EOY 99th
- EOY Defined Benefit (Pension)
- EOY near Meijer Omp Pension Plan
- EOY ind #9868
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 Wisconsin →
North Central States Regional Council of Carpenters Pension Fund in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$260M |
| Employer EIN | 396079856 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of North Central States Regional Council of)
Sponsor-wide plan assets over time
All Joint Board of Trustees of North Central States Regional Council of plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 16.430820903070924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,543 | $1.6B |
| 2023 | 1 | 5,662 | $1.7B |
| 2024 | 1 | 5,105 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Scale composition for North Central States Regional Council of Carpenters Pension Fund
North Central States Regional Council of Carpenters Pension Fund reports $1.6B in end-of-year assets across 5,543 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $283,814 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$260M.
This plan identity (EIN 396079856, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $1.8B (+16.4%) while covered participants moved from 5,543 to 5,105 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,543 | $1.6B | This page |
| 2023 | 5,662 | $1.7B | Open filing |
| 2024 · index core | 5,105 | $1.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- North Central States Regional Council of Carpenters Pension Fund (Defined Benefit (Pension), $1.8B, 5,105 participants)
North Central States Regional Council of Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Meijer Omp Pension Plan in MI ($1.6B); by covered participants it is Ufcw- Giant Excess Supplemental Benefit Fund in MD (5,546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Meijer Omp Pension Plan (MI) $1.6B · 5,128
- Ppl Retirement Plan (PA) $1.6B · 1,247
- Graphic Communications Conference National Pension Fund (IL) $1.6B · 747
- Medtronic Retirement Plan (MN) $1.6B · 1,131
Similar participant headcount
Nearest other-state filings by covered participants (5,543 participants); asset peers above are excluded.
- Ufcw- Giant Excess Supplemental Benefit Fund (MD) 5,546 · 3 off
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) 5,533 · 10 off
- General Dynamics Retirement Plan (Electric Boat) (VA) 5,557 · 14 off
- Burlington Northern Santa Fe Retirement Plan (TX) 5,557 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.