Defined Benefit (Pension) · DOL Form 5500 · 2023

Bot of the North Atlantic States Carpenters Pension Fund Pension Plan

Data updated 2026-08-25

$5.0B
Total assets Very large vs avg
17,166
Participants Very large workforce
100th
Percentile by assets National rank
$289,721
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: N. Atlantic States Carp. Pension Fund · Sponsored by Bot of the North Atlantic States Carpenters Pension Fund · Massachusetts · Construction

$5.0B in assets, 17,166 participants

Bot of the North Atlantic States Carpenters Pension Fund's N. Atlantic States Carp. Pension Fund reported $5.0B in total assets and 17,166 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.

  • #9,014 in Construction (9,030 peers)

Coverage in Massachusetts

N. Atlantic States Carp. Pension Fund covers 17,166 participants in Massachusetts, 26x the typical Massachusetts plan (state average ~659 per filing). Assets: $5.0B.

#9,014
in Construction (9,030 peers)
+4.5%
assets growth YoY
50×
vs typical plan assets (national mean)

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

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

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

$4,973,349,354 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. Pension 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. Pension Fund is a mega filing (17,166 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • N. Atlantic States Carp. Pension Fund reported net income rose from -$467M in the plan year 2022 filing to $207M in the plan year 2023 filing.
  • N. Atlantic States Carp. Pension Fund end-of-year assets rose from $4.8B in the plan year 2022 filing to $5.0B in the plan year 2023 filing.
  • N. Atlantic States Carp. Pension Fund reported participants fell from 17,323 in the plan year 2022 filing to 17,166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 516040899 · Bot of the North Atlantic States Carpenters Pension Fund PY 2023 · Defined Benefit (Pension)

N. Atlantic States Carp. Pension Fund · $5.0B · 17,166 · 100th

  • PHOTO $5.0B
  • IND 17,166
  • EOY 100th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct
  • PCT ind #9014

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. Pension Fund in the asset neighbourhood

Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust AcctPension, Hospitalization & B…$5.0BN. Atlantic States Carp. Pension FundN. Atlantic States Carp. Pen…$5.0BLaborers Pension Trust Fund for Northern CaliforniaLaborers Pension Trust Fund …$4.9BScreen Actors Guild - Producers Pension PlanScreen Actors Guild - Produc…$4.9BToyota Motor Sales, U.S.a., Inc. Pension PlanToyota Motor Sales, U.S.a., …$4.9B
End-of-year total assets ($B) among N. Atlantic States Carp. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4.8B
Net Assets (End of Year)$4.8B
Net Income$207M
Employer EIN516040899
Plan Effective Date1962-02-06
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5.1B 6.883304204264565% vs 2022
2024 filing year
$4.7B$4.8B$4.9B$5B$5.1B$5.2B 202220232024 $4.76B $5.09B ▲ +6.9%
Year Plans Participants Total Assets
2022 1 17,323 $4.8B
2023 1 17,166 $5.0B
2024 1 16,946 $5.1B

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. Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants N. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension 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. Guaranteed Annuity Fund, Total assets ($B): 3.738127229 · Participants: 10911N. Atlantic States Carp. Guaranteed Annuity Fund
N. Atlantic States Carp. Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare N. Atlantic States Carp. Pension Fund side-by-side with 3 peers →

Scale composition for N. Atlantic States Carp. Pension Fund

N. Atlantic States Carp. Pension Fund reports $5.0B in end-of-year assets across 17,166 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $289,721 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was $207M.

This plan identity (EIN 516040899, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $5.1B (+6.9%) while covered participants moved from 17,323 to 16,946 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,323 $4.8B Open filing
2023 17,166 $5.0B This page
2024 · index core 16,946 $5.1B Open filing

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

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct in NY ($5.0B); by covered participants it is Yale-New Haven Hospital Cash Account Pension Plan in CT (17,187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,166 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. Pension Fund assets move in 2023? ▼
N. Atlantic States Carp. Pension Fund edged up modestly - up 4.5% during 2023, from $4.8B to $5.0B. Reported net income was $207M.
How have Bot of the North Atlantic States Carpenters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot of the North Atlantic States Carpenters Pension Fund's sponsor-wide assets grew 6.9%, from $4.8B to $5.1B.
Where does N. Atlantic States Carp. Pension Fund rank by assets among Form 5500 filers? ▼
N. Atlantic States Carp. Pension 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. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct in NY ($5.0B, 16,390 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to N. Atlantic States Carp. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Yale-New Haven Hospital Cash Account Pension Plan in CT (17,187 participants, $540M 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 516040899.

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.