Other · DOL Form 5500 · 2022
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla Retirement Plan
Data updated 2026-08-11
- $583M
- Total assets
- 20,332
- Participants
- 98th
- Percentile by assets
- $28,687
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $583M
- total plan assets (2022 EOY)
- 20,332
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $28,687
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Carpenters & Joiners Defined Contribution Plan reports 20,332 participants - 18x that state average ($583M EOY assets).
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)
| 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.
Carpenters & Joiners Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carpenters & Joiners Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carpenters & Joiners Defined Contribution Plan assets move in 2022? ▼
How have Board of Trustees of the Carpenters & Joiners Defined Contribution Pla plan assets changed over time? ▼
Where does Carpenters & Joiners Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Carpenters & Joiners Defined Contribution Plan's numbers.
- By total assets, Carpenters & Joiners Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Board of Trustees of the Carpenters & Joiners Defined Contribution Pla's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Construction plans