Defined Benefit (Pension) · DOL Form 5500 · 2023

Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund Pension Plan

Data updated 2026-08-25

$3.7B
Total assets Very large vs avg
10,911
Participants Very large workforce
100th
Percentile by assets National rank
$342,602
Avg per participant High balance/head
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Official DOL plan name: N. Atlantic States Carp. Guaranteed Annuity Fund · Sponsored by Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund · Massachusetts · Construction

$3.7B in assets, 10,911 participants

Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's N. Atlantic States Carp. Guaranteed Annuity Fund reported $3.7B in total assets and 10,911 participants in its 2023 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.

  • #9,008 in Construction (9,030 peers)

Coverage in Massachusetts

N. Atlantic States Carp. Guaranteed Annuity Fund covers 10,911 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.7B.

#9,008
in Construction (9,030 peers)
+4.0%
assets growth YoY
38×
vs typical plan assets (national mean)

N. Atlantic States Carp. Guaranteed Annuity Fund's outsized position by total assets

N. Atlantic States Carp. Guaranteed Annuity Fund vs every filed plan by assets

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

$3,738,127,229 Highest reported value at or above every one 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

N. Atlantic States Carp. Guaranteed Annuity Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. N. Atlantic States Carp. Guaranteed Annuity Fund is a mega filing (10,911 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • N. Atlantic States Carp. Guaranteed Annuity Fund reported net income rose from -$359M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • N. Atlantic States Carp. Guaranteed Annuity Fund end-of-year assets rose from $3.6B in the plan year 2022 filing to $3.7B in the plan year 2023 filing.
  • N. Atlantic States Carp. Guaranteed Annuity Fund reported participants fell from 10,962 in the plan year 2022 filing to 10,911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042776873 · Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund PY 2023 · Defined Benefit (Pension)

N. Atlantic States Carp. Guaranteed Annuity Fund · $3.7B · 10,911 · 100th

  • EIN $3.7B
  • RANK 10,911
  • PHOTO 100th
  • IND Defined Benefit (Pension)
  • EOY near Pension Plan of the Chubb Corporation
  • 5500 ind #9008

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 Massachusetts →

N. Atlantic States Carp. Guaranteed Annuity Fund in the asset neighbourhood

Northwest Airlines Pension Plan for Contract EmployeesNorthwest Airlines Pension P…$3.8BN. Atlantic States Carp. Guaranteed Annuity FundN. Atlantic States Carp. Gua…$3.7BPension Plan of the Chubb CorporationPension Plan of the Chubb Co…$3.7BParker Defined Benefit Plan$3.7BSchlumberger Technology Corporation Pension PlanSchlumberger Technology Corp…$3.6B
End-of-year total assets ($B) among N. Atlantic States Carp. Guaranteed Annuity Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

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

Sponsor Plan History (Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund)

Sponsor-wide plan assets over time

All Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3.8B 5.655834974961272% vs 2022
2024 filing year
$3.5B$3.6B$3.7B$3.8B$3.9B 202220232024 $3.59B $3.8B ▲ +5.8%
Year Plans Participants Total Assets
2022 1 10,962 $3.6B
2023 1 10,911 $3.7B
2024 1 10,943 $3.8B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

N. Atlantic States Carp. Guaranteed Annuity Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants N. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.738127229 · Participants: 10911N. Atlantic States Carp. Guaranteed Annuity FundConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
N. Atlantic States Carp. Guaranteed Annuity Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare N. Atlantic States Carp. Guaranteed Annuity Fund side-by-side with 3 peers →

Scale composition for N. Atlantic States Carp. Guaranteed Annuity Fund

N. Atlantic States Carp. Guaranteed Annuity Fund reports $3.7B in end-of-year assets across 10,911 participants (0.030% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $342,602 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $136M.

This plan identity (EIN 042776873, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.8B (+5.7%) while covered participants moved from 10,962 to 10,943 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,962 $3.6B Open filing
2023 10,911 $3.7B This page
2024 · index core 10,943 $3.8B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

N. Atlantic States Carp. Guaranteed Annuity Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Chubb Corporation in PA ($3.7B); by covered participants it is Eighth District Electrical Pension Fund in NV (10,900 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,911 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 N. Atlantic States Carp. Guaranteed Annuity Fund assets move in 2023? ▼
N. Atlantic States Carp. Guaranteed Annuity Fund edged up modestly - up 4.0% during 2023, from $3.6B to $3.7B. Reported net income was $136M.
How have Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's sponsor-wide assets grew 5.7%, from $3.6B to $3.8B.
Where does N. Atlantic States Carp. Guaranteed Annuity Fund rank by assets among Form 5500 filers? ▼
N. Atlantic States Carp. Guaranteed Annuity Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to N. Atlantic States Carp. Guaranteed Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Chubb Corporation in PA ($3.7B, 3,245 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to N. Atlantic States Carp. Guaranteed Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Eighth District Electrical Pension Fund in NV (10,900 participants, $1.2B 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 042776873.

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.