Money Purchase · DOL Form 5500 · 2022
Joint Board of Trustees of North Central States Regional Council of Money Purchase Plan
Data updated 2026-08-25
- $235M
- Total assets Near avg plan size
- 9,656
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $24,342
- Avg per participant Low balance/head
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.
- #9,474 in Construction (9,927 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 ~563 per filing). Assets: $235M.
- #9,474
- in Construction (9,927 peers)
- -5.4%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
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.
North Central States Regional Council of Carpenters Supplemental Retirement Plan's outsized position by total assets
North Central States Regional Council of Carpenters Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$235,050,826 Top 4% higher than 96% 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 Supplemental Retirement Plan'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 Supplemental Retirement Plan lands in the large band (9,656 participants).
EBSA filing schedule strip
Filing strip 800234499 · Joint Board of Trustees of North Central States Regional Council of PY 2022 · Money Purchase
North Central States Regional Council of Carpenters Supplemental Retirement Plan · $235M · 9,656 · 96th
- EBSA $235M
- EBSA 9,656
- EBSA 96th
- EBSA Money Purchase
- EBSA near Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan
- EBSA ind #9474
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 Supplemental Retirement Plan in the asset neighbourhood
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)
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
- $378M 60.81764460593727% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 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)
North Central States Regional Council of Carpenters Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in CA ($234M); by covered participants it is Alcon Retirement Plan in TX (9,281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($235M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,656 participants); asset peers above are excluded.
- Alcon Retirement Plan (TX) 9,281 · 375 off
- Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups (CA) 9,249 · 407 off
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) 9,087 · 569 off
- Southern Electrical Retirement Fund (TN) 10,582 · 926 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.