Other · DOL Form 5500 · 2022
Greater Pennsylvania Carpenters' Annuity and Savings Fund Retirement Plan
Data updated 2026-08-25
- $490M
- Total assets Above avg plan size
- 19,960
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $24,556
- Avg per participant Low balance/head
Official DOL plan name: Greater Pennsylvania Carpenters' Annuity and Savings Fund · Sponsored by Greater Pennsylvania Carpenters' Annuity and Savings Fund · Pennsylvania · Construction
$490M in assets, 19,960 participants
Greater Pennsylvania Carpenters' Annuity and Savings Fund's Greater Pennsylvania Carpenters' Annuity and Savings Fund reported $490M in total assets and 19,960 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,704 in Construction (9,927 peers)
Coverage in Pennsylvania
Greater Pennsylvania Carpenters' Annuity and Savings Fund covers 19,960 participants in Pennsylvania, 24x the typical Pennsylvania plan (state average ~822 per filing). Assets: $490M.
- #9,704
- in Construction (9,927 peers)
- -6.7%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Greater Pennsylvania Carpenters' Annuity and Savings Fund's outsized position by total assets
Greater Pennsylvania Carpenters' Annuity and Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$490,130,076 Top 2% higher than 98% 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
Greater Pennsylvania Carpenters' Annuity and Savings Fund'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. Greater Pennsylvania Carpenters' Annuity and Savings Fund is a mega filing (19,960 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 256107170 · Greater Pennsylvania Carpenters' Annuity and Savings Fund PY 2022 · Other
Greater Pennsylvania Carpenters' Annuity and Savings Fund · $490M · 19,960 · 98th
- BOOK $490M
- VS-ST 19,960
- BOY 98th
- SCH Other
- EBSA near Florida Health Sciences Center 403(b) Savings Plan
- PART ind #9704
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 Pennsylvania →
Greater Pennsylvania Carpenters' Annuity and Savings Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $525M |
|---|---|
| Net Assets (End of Year) | $488M |
| Net Income | -$36M |
| Employer EIN | 256107170 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Pennsylvania Carpenters' Annuity and Savings Fund)
Sponsor-wide plan assets over time
All Greater Pennsylvania Carpenters' Annuity and Savings Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 20.81642221033585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,960 | $490M |
| 2023 | 1 | 17,854 | $541M |
| 2024 | 1 | 16,666 | $592M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Scale composition for Greater Pennsylvania Carpenters' Annuity and Savings Fund
Greater Pennsylvania Carpenters' Annuity and Savings Fund reports $490M in end-of-year assets across 19,960 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $24,556 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$36M.
This plan identity (EIN 256107170, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $490M to $592M (+20.8%) while covered participants moved from 19,960 to 16,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,960 | $490M | This page |
| 2023 | 17,854 | $541M | Open filing |
| 2024 · index core | 16,666 | $592M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (Other, $592M, 16,666 participants)
Greater Pennsylvania Carpenters' Annuity and Savings Fund's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Florida Health Sciences Center 403(b) Savings Plan in FL ($490M); by covered participants it is Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan in NC (20,031 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($490M here).
- Florida Health Sciences Center 403(b) Savings Plan (FL) $490M · 8,180
- Umass Memorial Health Care 403(b) Plan (MA) $491M · 2,872
- Beacon Retirement Savings 403(b) Plan (IN) $489M · 7,114
- The Cna Corporation Retirement Plan (VA) $488M · 665
Similar participant headcount
Nearest other-state filings by covered participants (19,960 participants); asset peers above are excluded.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 20,031 · 71 off
- Stanford Health Care Retirement Savings Plan (CA) 20,237 · 277 off
- Carpenters & Joiners Defined Contribution Plan (MN) 20,332 · 372 off
- Sharpsaver Defined Contribution Plan (CA) 19,079 · 881 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.