Defined Benefit (Pension) · DOL Form 5500 · 2022
Carpenters Pension Trust Fund Trust Fund for Northern California Pension Plan
Data updated 2026-08-25
- $5.3B
- Total assets Very large vs avg
- 21,193
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $250,106
- Avg per participant Above avg balance/head
Official DOL plan name: Carpenters Pension Trust Fund for Northern California · Sponsored by Carpenters Pension Trust Fund Trust Fund for Northern California · California · Construction
$5.3B in assets, 21,193 participants
Carpenters Pension Trust Fund Trust Fund for Northern California's Carpenters Pension Trust Fund for Northern California reported $5.3B in total assets and 21,193 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,919 in Construction (9,927 peers)
Coverage in California
Carpenters Pension Trust Fund for Northern California covers 21,193 participants in California, 34x the typical California plan (state average ~630 per filing). Assets: $5.3B.
- #9,919
- in Construction (9,927 peers)
- +4.9%
- assets growth YoY
- 53×
- vs typical plan assets (national mean)
Carpenters Pension Trust Fund for Northern California's outsized position by total assets
Carpenters Pension Trust Fund for Northern California vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,300,492,799 Highest reported value at or above every one 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 Pension Trust Fund for Northern California'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 Pension Trust Fund for Northern California is a mega filing (21,193 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 946050970 · Carpenters Pension Trust Fund Trust Fund for Northern California PY 2022 · Defined Benefit (Pension)
Carpenters Pension Trust Fund for Northern California · $5.3B · 21,193 · 100th
- TYPE $5.3B
- TYPE 21,193
- TYPE 100th
- TYPE Defined Benefit (Pension)
- TYPE near Massachusetts Institute of Technology Basic Retirement Plan
- TYPE ind #9919
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 California →
Carpenters Pension Trust Fund for Northern California in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.1B |
|---|---|
| Net Assets (End of Year) | $5.3B |
| Net Income | $256M |
| Employer EIN | 946050970 |
| Plan Effective Date | 1958-08-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters Pension Trust Fund Trust Fund for Northern California)
Sponsor-wide plan assets over time
All Carpenters Pension Trust Fund Trust Fund for Northern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.6B 24.101398104738752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21,193 | $5.3B |
| 2023 | 1 | 20,998 | $6.0B |
| 2024 | 1 | 19,919 | $6.6B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Carpenters Pension Trust Fund for Northern California
Carpenters Pension Trust Fund for Northern California reports $5.3B in end-of-year assets across 21,193 participants (0.043% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $250,106 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2022 was $256M.
This plan identity (EIN 946050970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.3B to $6.6B (+24.1%) while covered participants moved from 21,193 to 19,919 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,193 | $5.3B | This page |
| 2023 | 20,998 | $6.0B | Open filing |
| 2024 · index core | 19,919 | $6.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters Pension Trust Fund for Northern California (Defined Benefit (Pension), $6.6B, 19,919 participants)
Carpenters Pension Trust Fund for Northern California's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Massachusetts Institute of Technology Basic Retirement Plan in MA ($5.3B); by covered participants it is Retirement Plan of International Paper Company in TN (20,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.3B here).
- Massachusetts Institute of Technology Basic Retirement Plan (MA) $5.3B · 11,835
- Ufcw Consolidated Pension Fund (GA) $5.4B · 192,097
- Constellation Retirement Program (PA) $5.4B · 5,314
- Retirement Plan for Employees of Aetna Inc. (CT) $5.4B · 11,471
Similar participant headcount
Nearest other-state filings by covered participants (21,193 participants); asset peers above are excluded.
- Retirement Plan of International Paper Company (TN) 20,914 · 279 off
- Lockheed Martin Corporation Salaried Employee Retirement Program (MD) 21,647 · 454 off
- The Hcsc Employees Pension Plan (TX) 20,684 · 509 off
- Macys Inc Cash Account Pension Plan (OH) 20,642 · 551 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.