Money Purchase · DOL Form 5500 · 2022
Joint Board of Trustees of North Central States Regional Council of Money Purchase Plan
Data updated 2026-08-06
- $235M
- Total assets
- 9,656
- Participants
- 96th
- Percentile by assets
- $24,342
- Avg per participant
Official DOL plan name: North Central States Regional Council of Carpenters Supplemental Retirement Plan · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction
$235M in assets, 9,656 participants
Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Supplemental Retirement Plan reported $235M in total assets and 9,656 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #9,485 in Construction (9,938 peers)
Coverage in Wisconsin
North Central States Regional Council of Carpenters Supplemental Retirement Plan covers 9,656 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~565 per filing). Assets: $235M.
- $235M
- total plan assets (2022 EOY)
- 9,656
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $24,342
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. North Central States Regional Council of Carpenters Supplemental Retirement Plan reports 9,656 participants - 17x that state average ($235M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $235M |
| Net Income | -$14M |
| Employer EIN | 800234499 |
| Plan Effective Date | 2009-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of North Central States Regional Council of)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,656 | $235M |
| 2023 | 1 | 10,094 | $311M |
| 2024 | 1 | 10,854 | $378M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
North Central States Regional Council of Carpenters Supplemental Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $67M · 426
Scale composition for North Central States Regional Council of Carpenters Supplemental Retirement Plan
North Central States Regional Council of Carpenters Supplemental Retirement Plan reports $235M in end-of-year assets across 9,656 participants (0.002% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.011% of 89,805,449 covered participants) - about $24,342 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$14M.
This plan identity (EIN 800234499, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $235M to $378M (+60.8%) while covered participants moved from 9,656 to 10,854 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,656 | $235M | This page |
| 2023 | 10,094 | $311M | Open filing |
| 2024 · index core | 10,854 | $378M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (Money Purchase, $378M, 10,854 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to North Central States Regional Council of Carpenters Supplemental Retirement Plan by total assets, not by location.
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (CA) $234M · 444
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $237M · 2,170
- The Legal Aid Society Staff Attorneys Pension Plan (NY) $238M · 1,206
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) $238M · 1,157
Frequently Asked Questions
How did North Central States Regional Council of Carpenters Supplemental Retirement Plan assets move in 2022? ▼
How have Joint Board of Trustees of North Central States Regional Council of plan assets changed over time? ▼
Where does North Central States Regional Council of Carpenters Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
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Filing takeaways
Ways to act on North Central States Regional Council of Carpenters Supplemental Retirement Plan's numbers.
- By total assets, North Central States Regional Council of Carpenters Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Joint Board of Trustees of North Central States Regional Council of's sponsor-wide assets have grown 60.8% since 2022 across 3 plan years on file. More Construction plans