Money Purchase · DOL Form 5500 · 2022
Carpenters Annuity Trust Fund for Northern California Money Purchase Plan
Data updated 2026-08-11
- $3.0B
- Total assets
- 26,442
- Participants
- 100th
- Percentile by assets
- $112,586
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $3.0B
- total plan assets (2022 EOY)
- 26,442
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $112,586
- avg assets per participant
Where Carpenters Annuity Trust Fund for Northern California sits 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 Top 1% higher than 100% 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Carpenters Annuity Trust Fund for Northern California reports 26,442 participants - 42x that state average ($3.0B EOY assets).
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)
| 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.
Carpenters Annuity Trust Fund for Northern California vs. nearby Money Purchase plans in California, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Carpenters Annuity Trust Fund for Northern California by total assets, not by location.
- 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
Frequently Asked Questions
How did Carpenters Annuity Trust Fund for Northern California assets move in 2022? ▼
How have Carpenters Annuity Trust Fund for Northern California plan assets changed over time? ▼
Where does Carpenters Annuity Trust Fund for Northern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Carpenters Annuity Trust Fund for Northern California? ▼
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Filing takeaways
Ways to act on Carpenters Annuity Trust Fund for Northern California's numbers.
- By total assets, Carpenters Annuity Trust Fund for Northern California ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Carpenters Annuity Trust Fund for Northern California's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Construction plans