Other · DOL Form 5500 · 2023
Arizona State Carpenters' Annuity Trust Fund Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3,934
- Participants Above avg headcount
Official DOL plan name: Arizona State Carpenter's Annuity Trust Fund · Sponsored by Arizona State Carpenters' Annuity Trust Fund · Arizona · Construction
N/A in assets, 3,934 participants
Arizona State Carpenters' Annuity Trust Fund's Arizona State Carpenter's Annuity Trust Fund reported N/A in total assets and 3,934 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Arizona
Arizona State Carpenter's Annuity Trust Fund covers 3,934 participants in Arizona, 7.0x the typical Arizona plan (state average ~564 per filing). Assets: N/A.
- $2M
- reported net income
Arizona State Carpenter's Annuity Trust Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona State Carpenter's Annuity Trust Fund lands in the large band (3,934 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Arizona State Carpenter's Annuity Trust Fund reported net income rose from -$16M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Arizona State Carpenter's Annuity Trust Fund reported participants fell from 4,161 in the plan year 2022 filing to 3,934 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 866056025 · Arizona State Carpenters' Annuity Trust Fund PY 2023 · Other
Arizona State Carpenter's Annuity Trust Fund · N/A · 3,934
- EIN N/A
- RANK 3,934
- PHOTO PY 2023
- IND Other
- EOY near Blessing Corporate Services Employees Savings Plan
- 5500 7.0× state
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 Arizona →
Arizona filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2M |
| Employer EIN | 866056025 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arizona State Carpenters' Annuity Trust Fund)
Sponsor-wide plan assets over time
All Arizona State Carpenters' Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,161 | $87M |
| 2023 | 1 | 3,934 | N/A |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Arizona State Carpenter's Annuity Trust Fund's closest out-of-state Other peers by headcount
Outside Arizona, the nearest Other by covered participants is Blessing Corporate Services Employees Savings Plan in IL (3,941 participants; this filing: 3,934 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3,934 participants); asset peers above are excluded.
- Blessing Corporate Services Employees Savings Plan (IL) 3,941 · 7 off
- Bsa Match Savings Plan (TX) 3,923 · 11 off
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) 3,904 · 30 off
- The University Hospital of Augusta, Georgia Retirement Savings Plan (GA) 3,971 · 37 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.