Other · DOL Form 5500 · 2022
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla Retirement Plan
Data updated 2026-08-25
- $583M
- Total assets Above avg plan size
- 20,332
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $28,687
- Avg per participant Low balance/head
Official DOL plan name: Carpenters & Joiners Defined Contribution Plan · Sponsored by Board of Trustees of the Carpenters & Joiners Defined Contribution Pla · Minnesota · Construction
$583M in assets, 20,332 participants
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla's Carpenters & Joiners Defined Contribution Plan reported $583M in total assets and 20,332 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.
- #9,746 in Construction (9,927 peers)
Coverage in Minnesota
Carpenters & Joiners Defined Contribution Plan covers 20,332 participants in Minnesota, 18x the typical Minnesota plan (state average ~1,126 per filing). Assets: $583M.
- #9,746
- in Construction (9,927 peers)
- -13.6%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenters & Joiners Defined Contribution Plan's outsized position by total assets
Carpenters & Joiners Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$583,263,225 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
Carpenters & Joiners Defined Contribution 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. Carpenters & Joiners Defined Contribution Plan is a mega filing (20,332 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 411824896 · Board of Trustees of the Carpenters & Joiners Defined Contribution Pla PY 2022 · Other
Carpenters & Joiners Defined Contribution Plan · $583M · 20,332 · 98th
- RANK $583M
- PHOTO 20,332
- IND 98th
- EOY Other
- 5500 near IBEW Local 613 Defined Contribution Pension Plan
- ASSETS ind #9746
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 Minnesota →
Carpenters & Joiners Defined Contribution Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $675M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | -$92M |
| Employer EIN | 411824896 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Carpenters & Joiners Defined Contribution Pla)
Sponsor-wide plan assets over time
All Board of Trustees of the Carpenters & Joiners Defined Contribution Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $811M 39.089461194814746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,332 | $583M |
| 2023 | 1 | 21,043 | $719M |
| 2024 | 1 | 22,289 | $811M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- University of St. Thomas Retirement Plan $358M · 2,317
- Carleton College Defined Contribution Plan $321M · 795
Scale composition for Carpenters & Joiners Defined Contribution Plan
Carpenters & Joiners Defined Contribution Plan reports $583M in end-of-year assets across 20,332 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $28,687 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$92M.
This plan identity (EIN 411824896, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $583M to $811M (+39.1%) while covered participants moved from 20,332 to 22,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,332 | $583M | This page |
| 2023 | 21,043 | $719M | Open filing |
| 2024 · index core | 22,289 | $811M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters & Joiners Defined Contribution Plan (Other, $811M, 22,289 participants)
Carpenters & Joiners Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is IBEW Local 613 Defined Contribution Pension Plan in GA ($582M); by covered participants it is Stanford Health Care Retirement Savings Plan in CA (20,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583M here).
- IBEW Local 613 Defined Contribution Pension Plan (GA) $582M · 5,837
- Nebraska Methodist Health System Defined Contribution Retirement Plan (NE) $582M · 7,620
- Williams College Retirement Income Plan (MA) $585M · 1,335
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) $586M · 6,365
Similar participant headcount
Nearest other-state filings by covered participants (20,332 participants); asset peers above are excluded.
- Stanford Health Care Retirement Savings Plan (CA) 20,237 · 95 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 20,031 · 301 off
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 19,960 · 372 off
- Mclaren Employees' 403(b) Retirement Plan (MI) 21,255 · 923 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.