Profit Sharing · DOL Form 5500 · 2023
North Atlantic States Carpenters Annuity Plan Profit Sharing Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 11,025
- Participants
- 99th
- Percentile by assets
- $116,867
- Avg per participant
Official DOL plan name: North Atlantic States Carpenters Annuity Plan · Sponsored by North Atlantic States Carpenters Annuity Plan · Connecticut · Construction
$1.3B in assets, 11,025 participants
North Atlantic States Carpenters Annuity Plan's North Atlantic States Carpenters Annuity Plan reported $1.3B in total assets and 11,025 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,936 in Construction (9,030 peers)
Coverage in Connecticut
North Atlantic States Carpenters Annuity Plan covers 11,025 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 11,025
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $116,867
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Atlantic States Carpenters Annuity Plan reported net income rose from -$157M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- North Atlantic States Carpenters Annuity Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- North Atlantic States Carpenters Annuity Plan reported participants rose from 10,777 in the plan year 2022 filing to 11,025 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. North Atlantic States Carpenters Annuity Plan reports 11,025 participants - 15x that state average ($1.3B EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $57M |
| Employer EIN | 061308364 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Atlantic States Carpenters Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,777 | $1.2B |
| 2023 | 1 | 11,025 | $1.3B |
| 2024 | 1 | 10,631 | $1.3B |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
North Atlantic States Carpenters Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
- Bridgeport Hospital Employer Contribution Retirement Plan $222M · 4,229
Scale composition for North Atlantic States Carpenters Annuity Plan
North Atlantic States Carpenters Annuity Plan reports $1.3B in end-of-year assets across 11,025 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $116,867 per participant (85% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.
This plan identity (EIN 061308364, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+8.8%) while covered participants moved from 10,777 to 10,631 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,777 | $1.2B | Open filing |
| 2023 | 11,025 | $1.3B | This page |
| 2024 · index core | 10,631 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- North Atlantic States Carpenters Annuity Plan (Profit Sharing, $1.3B, 10,631 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to North Atlantic States Carpenters Annuity Plan by total assets, not by location.
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
- H-E-B Partner Stock Plan (TX) $1.3B · 96,911
- Boilermakers National Annuity Trust (MO) $1.3B · 18,088
Frequently Asked Questions
How did North Atlantic States Carpenters Annuity Plan assets move in 2023? ▼
How have North Atlantic States Carpenters Annuity Plan plan assets changed over time? ▼
Where does North Atlantic States Carpenters Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to North Atlantic States Carpenters Annuity Plan? ▼
Next read for North Atlantic States Carpenters Annuity…
Filing takeaways
Ways to act on North Atlantic States Carpenters Annuity Plan's numbers.
- By total assets, North Atlantic States Carpenters Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- North Atlantic States Carpenters Annuity Plan's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Construction plans