Other
2023 plan-year Other DOL Form 5500

N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND

This Other plan holds $3.7B in total assets and serves 10,911 participants as of 2023. It is sponsored by BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND in Massachusetts. The plan reported positive net income of $136M for the year.

Total Assets (2023)
$3.7B
Participants
10,911
Industry
Construction

What the Filing Says About N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND

N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND is a Other retirement plan sponsored by BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $3.7B in total end-of-year assets and covers 10,911 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 042776873, and the plan has been effective since 1982-01-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.6B at the beginning of 2023 to $3.7B at year-end — a gain of 4.0%. Net assets (after liabilities) closed the year at $3.6B, with reported net income of $136M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.6B
Total Assets (End of Year)$3.7B
Net Assets (End of Year)$3.6B
Net Income$136M
Plan TypeOther
Employer EIN042776873
Plan Effective Date1982-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND)

Year Plans Participants Total Assets
2022 1 10,962 $3.6B
2023 1 10,911 $3.7B
2024 1 10,943 $3.8B

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND?
As of the 2023 Form 5500 filing, N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND holds $3.7B in total assets with 10,911 participants. It is sponsored by BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND.
What type of plan is N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND?
N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND is a Other plan. It has been effective since 1982-01-05. The plan is filed with the U.S. Department of Labor under EIN 042776873.
Who sponsors the N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND?
N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND is sponsored by BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND, located in Massachusetts. The sponsor's EIN is 042776873 and the plan operates in the Construction industry.
How did N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND perform in 2023?
N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND grew by 4.0% during 2023, moving from $3.6B to $3.7B in total assets. Net income was $136M.
Where can I find official filings for N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND?
Official Form 5500 filings for N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042776873 or plan name at efast.dol.gov.
How does N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND compare to other plans?
You can compare N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042776873.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.