Profit Sharing · DOL Form 5500 · 2023

North Atlantic States Carpenters Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
11,025
Participants Very large workforce
99th
Percentile by assets National rank
$116,867
Avg per participant Below avg balance/head
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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.

  • #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.

#8,936
in Construction (9,030 peers)
+4.6%
assets growth YoY
13×
vs typical plan assets (national mean)

North Atlantic States Carpenters Annuity Plan's outsized position by total assets

North Atlantic States Carpenters Annuity Plan vs every filed plan by assets

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

$1,288,455,949 Top 1% higher than 99% 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

North Atlantic States Carpenters Annuity 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. North Atlantic States Carpenters Annuity Plan is a mega filing (11,025 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061308364 · North Atlantic States Carpenters Annuity Plan PY 2023 · Profit Sharing

North Atlantic States Carpenters Annuity Plan · $1.3B · 11,025 · 99th

  • IND $1.3B
  • EOY 11,025
  • 5500 99th
  • ASSETS Profit Sharing
  • PCT near Charter Communications, Inc. Retirement Accumulation Plan
  • EIN ind #8936

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 Connecticut →

North Atlantic States Carpenters Annuity Plan in the asset neighbourhood

H-E-B Partner Stock Plan$1.3BThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundThe Northwestern Mutual Life…$1.3BNorth Atlantic States Carpenters Annuity PlanNorth Atlantic States Carpen…$1.3BCharter Communications, Inc. Retirement Accumulation PlanCharter Communications, Inc.…$1.3BBoilermakers National Annuity TrustBoilermakers National Annuit…$1.3B
End-of-year total assets ($B) among North Atlantic States Carpenters Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$57M
Employer EIN061308364
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Atlantic States Carpenters Annuity Plan)

Sponsor-wide plan assets over time

All North Atlantic States Carpenters Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 8.784241013614693% vs 2022
2024 filing year
$1.2B$1.25B$1.3B$1.35B$1.4B 202220232024 $1.23B $1.34B ▲ +8.9%
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 Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants North Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.222287992 · Participants: 4229Bridgeport Hospital Employer Contribution Retirement Plan
North Atlantic States Carpenters Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare North Atlantic States Carpenters Annuity Plan side-by-side with 3 peers →

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's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Charter Communications, Inc. Retirement Accumulation Plan in NC ($1.3B); by covered participants it is Sutter Health Retirement Income Plan in CA (11,232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,025 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 North Atlantic States Carpenters Annuity Plan assets move in 2023? ▼
North Atlantic States Carpenters Annuity Plan edged up modestly - up 4.6% during 2023, from $1.2B to $1.3B. Reported net income was $57M.
How have North Atlantic States Carpenters Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Atlantic States Carpenters Annuity Plan's sponsor-wide assets grew 8.8%, from $1.2B to $1.3B.
Where does North Atlantic States Carpenters Annuity Plan rank by assets among Form 5500 filers? ▼
North Atlantic States Carpenters Annuity Plan ranks in the 99th 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 Profit Sharing plans are similar in size to North Atlantic States Carpenters Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charter Communications, Inc. Retirement Accumulation Plan in NC ($1.3B, 96,058 participants).
Which Profit Sharing plans cover a similar participant headcount to North Atlantic States Carpenters Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sutter Health Retirement Income Plan in CA (11,232 participants, $752M 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 061308364.

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.