Other · DOL Form 5500 · 2023
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla Retirement Plan
Data updated 2026-08-25
- $719M
- Total assets Above avg plan size
- 21,043
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $34,161
- Avg per participant Low balance/head
Official DOL plan name: Carpenters & Joiners Defined Contribution Plan · Sponsored by Board of Trustees of the Carpenters & Joiners Defined Contribution Pla · Minnesota · Construction
$719M in assets, 21,043 participants
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla's Carpenters & Joiners Defined Contribution Plan reported $719M in total assets and 21,043 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,865 in Construction (9,030 peers)
Coverage in Minnesota
Carpenters & Joiners Defined Contribution Plan covers 21,043 participants in Minnesota, 19x the typical Minnesota plan (state average ~1,126 per filing). Assets: $719M.
- #8,865
- in Construction (9,030 peers)
- +23.2%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Carpenters & Joiners Defined Contribution Plan's outsized position by total assets
Carpenters & Joiners Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$718,854,174 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carpenters & Joiners Defined Contribution Plan'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. Carpenters & Joiners Defined Contribution Plan is a mega filing (21,043 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenters & Joiners Defined Contribution Plan reported net income rose from -$92M in the plan year 2022 filing to $136M in the plan year 2023 filing.
- Carpenters & Joiners Defined Contribution Plan end-of-year assets rose from $583M in the plan year 2022 filing to $719M in the plan year 2023 filing.
- Carpenters & Joiners Defined Contribution Plan reported participants rose from 20,332 in the plan year 2022 filing to 21,043 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 411824896 · Board of Trustees of the Carpenters & Joiners Defined Contribution Pla PY 2023 · Other
Carpenters & Joiners Defined Contribution Plan · $719M · 21,043 · 98th
- RANK $719M
- RANK 21,043
- RANK 98th
- RANK Other
- RANK near University of San Diego Defined Contribution Retirement Plan
- RANK ind #8865
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 →
Carpenters & Joiners Defined Contribution Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $583M |
|---|---|
| Net Assets (End of Year) | $719M |
| Net Income | $136M |
| Employer EIN | 411824896 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Carpenters & Joiners Defined Contribution Pla)
Sponsor-wide plan assets over time
All Board of Trustees of the Carpenters & Joiners Defined Contribution Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $811M 39.089461194814746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,332 | $583M |
| 2023 | 1 | 21,043 | $719M |
| 2024 | 1 | 22,289 | $811M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- University of St. Thomas Retirement Plan $422M · 2,481
- Carleton College Defined Contribution Plan $365M · 821
Scale composition for Carpenters & Joiners Defined Contribution Plan
Carpenters & Joiners Defined Contribution Plan reports $719M in end-of-year assets across 21,043 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $34,161 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $136M.
This plan identity (EIN 411824896, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $583M to $811M (+39.1%) while covered participants moved from 20,332 to 22,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,332 | $583M | Open filing |
| 2023 | 21,043 | $719M | This page |
| 2024 · index core | 22,289 | $811M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carpenters & Joiners Defined Contribution Plan (Other, $811M, 22,289 participants)
Carpenters & Joiners Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is University of San Diego Defined Contribution Retirement Plan in CA ($719M); by covered participants it is Harvard University Tax Deferred Annuity Plan in MA (21,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($719M here).
- University of San Diego Defined Contribution Retirement Plan (CA) $719M · 1,995
- Wellesley College 403(b) Retirement Plan (MA) $722M · 1,279
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $722M · 1,842
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
Similar participant headcount
Nearest other-state filings by covered participants (21,043 participants); asset peers above are excluded.
- Harvard University Tax Deferred Annuity Plan (MA) 21,064 · 21 off
- The University of Pennsylvania Matching Plan (PA) 20,979 · 64 off
- Prisma Health 401(a) Plan (SC) 21,235 · 192 off
- Stanford Contributory Retirement Plan (CA) 21,674 · 631 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.