Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees of North Central States Regional Council of Pension Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
5,662
Participants Above avg headcount
99th
Percentile by assets National rank
$299,542
Avg per participant High balance/head
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Official DOL plan name: North Central States Regional Council of Carpenters Pension Fund · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction

$1.7B in assets, 5,662 participants

Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Pension Fund reported $1.7B in total assets and 5,662 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.

  • #8,967 in Construction (9,030 peers)

Coverage in Wisconsin

North Central States Regional Council of Carpenters Pension Fund covers 5,662 participants in Wisconsin, 10x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.7B.

#8,967
in Construction (9,030 peers)
+7.8%
assets growth YoY
17×
vs typical plan assets (national mean)

North Central States Regional Council of Carpenters Pension Fund's outsized position by total assets

North Central States Regional Council of Carpenters Pension Fund vs every filed plan by assets

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

$1,696,009,463 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 Central States Regional Council of Carpenters Pension 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. North Central States Regional Council of Carpenters Pension Fund lands in the large band (5,662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Central States Regional Council of Carpenters Pension Fund reported net income rose from -$260M in the plan year 2022 filing to $123M in the plan year 2023 filing.
  • North Central States Regional Council of Carpenters Pension Fund end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
  • North Central States Regional Council of Carpenters Pension Fund reported participants rose from 5,543 in the plan year 2022 filing to 5,662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 396079856 · Joint Board of Trustees of North Central States Regional Council of PY 2023 · Defined Benefit (Pension)

North Central States Regional Council of Carpenters Pension Fund · $1.7B · 5,662 · 99th

  • BOY $1.7B
  • BOY 5,662
  • BOY 99th
  • BOY Defined Benefit (Pension)
  • BOY near Principal Cash Balance Plan
  • BOY ind #8967

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 Wisconsin →

North Central States Regional Council of Carpenters Pension Fund in the asset neighbourhood

Basf Corporation Salaried Employees' Pension PlanBasf Corporation Salaried Em…$1.7BNorth Central States Regional Council of Carpenters Pension FundNorth Central States Regiona…$1.7BPrincipal Cash Balance Plan$1.7BWeyerhaeuser Pension Plan$1.7BBd Retirement Plan$1.7B
End-of-year total assets ($B) among North Central States Regional Council of Carpenters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

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

Sponsor Plan History (Joint Board of Trustees of North Central States Regional Council of)

Sponsor-wide plan assets over time

All Joint Board of Trustees of North Central States Regional Council of plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 16.430820903070924% vs 2022
2024 filing year
$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.57B $1.83B ▲ +16.6%
Year Plans Participants Total Assets
2022 1 5,543 $1.6B
2023 1 5,662 $1.7B
2024 1 5,105 $1.8B

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

North Central States Regional Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 1.522.533.5 Total assets ($B) Participants North Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.696009463 · Participants: 5662North Central States Regional Council of Carpenters Pension FundThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
North Central States Regional Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare North Central States Regional Council of Carpenters Pension Fund side-by-side with 3 peers →

Scale composition for North Central States Regional Council of Carpenters Pension Fund

North Central States Regional Council of Carpenters Pension Fund reports $1.7B in end-of-year assets across 5,662 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $299,542 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2023 was $123M.

This plan identity (EIN 396079856, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $1.8B (+16.4%) while covered participants moved from 5,543 to 5,105 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,543 $1.6B Open filing
2023 5,662 $1.7B This page
2024 · index core 5,105 $1.8B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

North Central States Regional Council of Carpenters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Principal Cash Balance Plan in IA ($1.7B); by covered participants it is 32bj School Workers Pension Fund in NY (5,675 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,662 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 Central States Regional Council of Carpenters Pension Fund assets move in 2023? ▼
North Central States Regional Council of Carpenters Pension Fund grew at a solid clip - up 7.8% during 2023, from $1.6B to $1.7B. Reported net income was $123M.
How have Joint Board of Trustees of North Central States Regional Council of plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of North Central States Regional Council of's sponsor-wide assets grew 16.4%, from $1.6B to $1.8B.
Where does North Central States Regional Council of Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
North Central States Regional Council of Carpenters Pension Fund 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 Defined Benefit (Pension) plans are similar in size to North Central States Regional Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Principal Cash Balance Plan in IA ($1.7B, 12,492 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to North Central States Regional Council of Carpenters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is 32bj School Workers Pension Fund in NY (5,675 participants, $565M 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 396079856.

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.