Money Purchase · DOL Form 5500 · 2023

Board of Trustees Central Iowa Carpenters Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
1,134
Participants Near avg headcount
93rd
Percentile by assets National rank
$110,157
Avg per participant Below avg balance/head
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Official DOL plan name: Central Iowa Carpenters Money Purchase Plan · Sponsored by Board of Trustees Central Iowa Carpenters Money Purchase Plan · Minnesota · Construction

$125M in assets, 1,134 participants

Board of Trustees Central Iowa Carpenters Money Purchase Plan's Central Iowa Carpenters Money Purchase Plan reported $125M in total assets and 1,134 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,225 in Construction (9,030 peers)

Where Central Iowa Carpenters Money Purchase Plan sits by assets

Central Iowa Carpenters Money Purchase Plan sits in the top 10% of all filed plans by assets, $125M for 1,134 participants (~$110,157/participant), up 7.5% in 2023.

#8,225
in Construction (9,030 peers)
+7.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Central Iowa Carpenters Money Purchase Plan's outsized position by total assets

Central Iowa Carpenters Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$124,918,315 Top 7% higher than 93% of 127,068 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 2023

Central Iowa Carpenters Money Purchase Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Central Iowa Carpenters Money Purchase Plan lands in the large band (1,134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Central Iowa Carpenters Money Purchase Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Central Iowa Carpenters Money Purchase Plan reported participants fell from 1,984 in the plan year 2022 filing to 1,134 in the plan year 2023 filing.
  • Central Iowa Carpenters Money Purchase Plan end-of-year assets rose from $116M in the plan year 2022 filing to $125M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 366066902 · Board of Trustees Central Iowa Carpenters Money Purchase Plan PY 2023 · Money Purchase

Central Iowa Carpenters Money Purchase Plan · $125M · 1,134 · 93rd

  • IND $125M
  • EOY 1,134
  • 5500 93rd
  • ASSETS Money Purchase
  • PCT near Amundi US, Inc. Retirement Benefit Plan
  • EIN ind #8225

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 Minnesota →

Central Iowa Carpenters Money Purchase Plan in the asset neighbourhood

Dechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$127MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$126MCentral Iowa Carpenters Money Purchase PlanCentral Iowa Carpenters Mone…$125MAmundi US, Inc. Retirement Benefit PlanAmundi US, Inc. Retirement B…$125MIron Workers Local 399 Annuity FundIron Workers Local 399 Annui…$122M
End-of-year total assets ($M) among Central Iowa Carpenters Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$125M
Net Income$9M
Employer EIN366066902
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Central Iowa Carpenters Money Purchase Plan)

Sponsor-wide plan assets over time

All Board of Trustees Central Iowa Carpenters Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$334M 15.247434001311099% vs 2022
2024 filing year
$280M$300M$320M$340M 202220232024 $290M $334M ▲ +15.2%
Year Plans Participants Total Assets
2022 2 2,656 $290M
2023 2 1,904 $313M
2024 2 1,673 $334M

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Central Iowa Carpenters Money Purchase Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 02000400060008000 0100200300400500 Total assets ($M) Participants Central Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanThrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution PlanPresbyterian Homes and Services Employees Retirement Savings and Investment Plan, Total assets ($M): 78.514952 · Participants: 4812Presbyterian Homes and Services Employees Retirement Savings and Investment Plan
Central Iowa Carpenters Money Purchase Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Central Iowa Carpenters Money Purchase Plan side-by-side with 3 peers →

Central Iowa Carpenters Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Amundi US, Inc. Retirement Benefit Plan in MA ($125M); by covered participants it is IBEW Local 363-Money Purchase Pension Plan in NY (1,136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Central Iowa Carpenters Money Purchase Plan assets move in 2023? ▼
Central Iowa Carpenters Money Purchase Plan grew at a solid clip - up 7.5% during 2023, from $116M to $125M. Reported net income was $9M.
How have Board of Trustees Central Iowa Carpenters Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Central Iowa Carpenters Money Purchase Plan's sponsor-wide assets grew 15.2%, from $290M to $334M.
Where does Central Iowa Carpenters Money Purchase Plan rank by assets among Form 5500 filers? ▼
Central Iowa Carpenters Money Purchase Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Central Iowa Carpenters Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Amundi US, Inc. Retirement Benefit Plan in MA ($125M, 388 participants).
Which Money Purchase plans cover a similar participant headcount to Central Iowa Carpenters Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 363-Money Purchase Pension Plan in NY (1,136 participants, $151M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 366066902.

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.