Defined Benefit (Pension) · DOL Form 5500 · 2022

Carpenters Funds Administrative Office Office of Northern California, Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
21
Participants Small participant base
77th
Percentile by assets National rank
$906,002
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Carpenter Funds Administrative Office · Sponsored by Carpenters Funds Administrative Office Office of Northern California, · California · Finance & Insurance

$19M in assets, 21 participants

Carpenters Funds Administrative Office Office of Northern California,'s Pension Plan of Carpenter Funds Administrative Office reported $19M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,827 in Finance & Insurance (9,261 peers)

Where Pension Plan of Carpenter Funds Administrative Office sits by assets

Pension Plan of Carpenter Funds Administrative Office sits in the top quartile of all filed plans by assets, $19M for 21 participants (~$906,002/participant), up 2.6% in 2022.

#5,827
in Finance & Insurance (9,261 peers)
+2.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pension Plan of Carpenter Funds Administrative Office's outsized position by total assets

Pension Plan of Carpenter Funds Administrative Office vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,026,049 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan of Carpenter Funds Administrative Office among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Carpenter Funds Administrative Office is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941557079 · Carpenters Funds Administrative Office Office of Northern California, PY 2022 · Defined Benefit (Pension)

Pension Plan of Carpenter Funds Administrative Office · $19M · 21 · 77th

  • 5500 $19M
  • 5500 21
  • 5500 77th
  • 5500 Defined Benefit (Pension)
  • 5500 near Dover Downs, Inc. Pension Plan
  • 5500 ind #5827

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 Finance & Insurance retirement plans → · Plans in California →

Pension Plan of Carpenter Funds Administrative Office in the asset neighbourhood

Electralloy Melt Shop, Production and Maintenance Employees Pension PlanElectralloy Melt Shop, Produ…$19MArcet Equipment Company Pension TrustArcet Equipment Company Pens…$19MPension Plan of Carpenter Funds Administrative OfficePension Plan of Carpenter Fu…$19MDover Downs, Inc. Pension PlanDover Downs, Inc. Pension Pl…$19MWestern Industries, Inc. Employees Pension PlanWestern Industries, Inc. Emp…$19M
End-of-year total assets ($M) among Pension Plan of Carpenter Funds Administrative Office and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$474K
Employer EIN941557079
Plan Effective Date1965-07-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Funds Administrative Office Office of Northern California,)

Sponsor-wide plan assets over time

All Carpenters Funds Administrative Office Office of Northern California, plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.11429419739222% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $19M $22.3M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 21 $19M
2023 1 22 $21M
2024 1 21 $22M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of Carpenter Funds Administrative Office, Total assets ($B): 0.019026049 · Participants: 21Pension Plan of Carpenter Funds Administrative OfficeKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of Carpenter Funds Administrative Office side-by-side with 3 peers →

Pension Plan of Carpenter Funds Administrative Office's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Dover Downs, Inc. Pension Plan in DE ($19M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan of Carpenter Funds Administrative Office assets move in 2022? ▼
Pension Plan of Carpenter Funds Administrative Office edged up modestly - up 2.6% during 2022, from $19M to $19M. Reported net income was $474K.
How have Carpenters Funds Administrative Office Office of Northern California, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Funds Administrative Office Office of Northern California,'s sponsor-wide assets grew 17.1%, from $19M to $22M.
Where does Pension Plan of Carpenter Funds Administrative Office rank by assets among Form 5500 filers? ▼
Pension Plan of Carpenter Funds Administrative Office ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dover Downs, Inc. Pension Plan in DE ($19M, 158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941557079.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.