Other
2023 plan-year Other DOL Form 5500

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF

This Other plan holds $1.7B in total assets and serves 5,662 participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF in Wisconsin. The plan reported positive net income of $123M for the year.

Total Assets (2023)
$1.7B
Participants
5,662
State
Industry
Construction

What the Filing Says About NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND is a Other retirement plan sponsored by JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $1.7B in total end-of-year assets and covers 5,662 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 396079856, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.6B at the beginning of 2023 to $1.7B at year-end — a gain of 7.8%. Net assets (after liabilities) closed the year at $1.7B, with reported net income of $123M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.6B
Total Assets (End of Year)$1.7B
Net Assets (End of Year)$1.7B
Net Income$123M
Plan TypeOther
Employer EIN396079856
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF)

Year Plans Participants Total Assets
2022 1 5,543 $1.6B
2023 1 5,662 $1.7B
2024 1 5,105 $1.8B

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Frequently Asked Questions

How much money is in the NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND?
As of the 2023 Form 5500 filing, NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND holds $1.7B in total assets with 5,662 participants. It is sponsored by JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF.
What type of plan is NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND?
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 396079856.
Who sponsors the NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND?
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND is sponsored by JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF, located in Wisconsin. The sponsor's EIN is 396079856 and the plan operates in the Construction industry.
How did NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND perform in 2023?
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND grew by 7.8% during 2023, moving from $1.6B to $1.7B in total assets. Net income was $123M.
Where can I find official filings for NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND?
Official Form 5500 filings for NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 396079856 or plan name at efast.dol.gov.
How does NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND compare to other plans?
You can compare NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 396079856.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.