Money Purchase · DOL Form 5500 · 2022
Carpenters Annuity Trust Fund for Northern California Money Purchase Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 26,442
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $112,586
- Avg per participant Below avg balance/head
Official DOL plan name: Carpenters Annuity Trust Fund for Northern California · Sponsored by Carpenters Annuity Trust Fund for Northern California · California · Construction
$3.0B in assets, 26,442 participants
Carpenters Annuity Trust Fund for Northern California's Carpenters Annuity Trust Fund for Northern California reported $3.0B in total assets and 26,442 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.
- #9,900 in Construction (9,927 peers)
Coverage in California
Carpenters Annuity Trust Fund for Northern California covers 26,442 participants in California, 42x the typical California plan (state average ~630 per filing). Assets: $3.0B.
- #9,900
- in Construction (9,927 peers)
- +1.5%
- assets growth YoY
- 30×
- vs typical plan assets (national mean)
Carpenters Annuity Trust Fund for Northern California's outsized position by total assets
Carpenters Annuity Trust Fund for Northern California vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,976,996,868 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 Annuity 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 Annuity Trust Fund for Northern California is a mega filing (26,442 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 946534591 · Carpenters Annuity Trust Fund for Northern California PY 2022 · Money Purchase
Carpenters Annuity Trust Fund for Northern California · $3.0B · 26,442 · 100th
- 5500 $3.0B
- ASSETS 26,442
- PCT 100th
- EIN Money Purchase
- RANK near The Johns Hopkins University Applied Physics Laboratory Pension Plan a
- PHOTO ind #9900
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 Annuity Trust Fund for Northern California in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $53M |
| Employer EIN | 946534591 |
| Plan Effective Date | 1981-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters Annuity Trust Fund for Northern California)
Sponsor-wide plan assets over time
All Carpenters Annuity Trust Fund for Northern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 16.984158345443042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26,442 | $3.0B |
| 2023 | 1 | 25,961 | $3.3B |
| 2024 | 1 | 24,741 | $3.5B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
- Laborers Annuity Plan for Northern California $1.4B · 30,063
Scale composition for Carpenters Annuity Trust Fund for Northern California
Carpenters Annuity Trust Fund for Northern California reports $3.0B in end-of-year assets across 26,442 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $112,586 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was $53M.
This plan identity (EIN 946534591, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+17.0%) while covered participants moved from 26,442 to 24,741 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 26,442 | $3.0B | This page |
| 2023 | 25,961 | $3.3B | Open filing |
| 2024 · index core | 24,741 | $3.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters Annuity Trust Fund for Northern California (Money Purchase, $3.5B, 24,741 participants)
Carpenters Annuity Trust Fund for Northern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Johns Hopkins University Applied Physics Laboratory Pension Plan a in MD ($2.5B); by covered participants it is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (24,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $2.5B · 8,647
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) $3.6B · 42,922
- The Mitre Corporation Qualified Retirement Plan (MA) $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund (MA) $2.0B · 11,530
Similar participant headcount
Nearest other-state filings by covered participants (26,442 participants); asset peers above are excluded.
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 24,237 · 2,205 off
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan (MI) 30,438 · 3,996 off
- Michigan Laborers' Annuity Fund (MI) 20,434 · 6,008 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 19,164 · 7,278 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.