Money Purchase · DOL Form 5500 · 2023

Joint Board of Trustees of North Central States Regional Council of Money Purchase Plan

Data updated 2026-08-25

$311M
Total assets Above avg plan size
10,094
Participants Very large workforce
96th
Percentile by assets National rank
$30,792
Avg per participant Low balance/head
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Official DOL plan name: North Central States Regional Council of Carpenters Supplemental Retirement Plan · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction

$311M in assets, 10,094 participants

Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Supplemental Retirement Plan reported $311M in total assets and 10,094 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,630 in Construction (9,030 peers)

Coverage in Wisconsin

North Central States Regional Council of Carpenters Supplemental Retirement Plan covers 10,094 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $311M.

#8,630
in Construction (9,030 peers)
+32.2%
assets growth YoY
3.1×
vs typical plan assets (national mean)

North Central States Regional Council of Carpenters Supplemental Retirement Plan's outsized position by total assets

North Central States Regional Council of Carpenters Supplemental Retirement Plan vs every filed plan by assets

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

$310,815,880 Top 4% higher than 96% 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 Supplemental Retirement 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 Central States Regional Council of Carpenters Supplemental Retirement Plan is a mega filing (10,094 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Central States Regional Council of Carpenters Supplemental Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • North Central States Regional Council of Carpenters Supplemental Retirement Plan end-of-year assets rose from $235M in the plan year 2022 filing to $311M in the plan year 2023 filing.
  • North Central States Regional Council of Carpenters Supplemental Retirement Plan reported participants rose from 9,656 in the plan year 2022 filing to 10,094 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 800234499 · Joint Board of Trustees of North Central States Regional Council of PY 2023 · Money Purchase

North Central States Regional Council of Carpenters Supplemental Retirement Plan · $311M · 10,094 · 96th

  • RANK $311M
  • RANK 10,094
  • RANK 96th
  • RANK Money Purchase
  • RANK near Pavers & Road Builders DC Annuity Fund
  • RANK ind #8630

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 Supplemental Retirement Plan in the asset neighbourhood

Pavers & Road Builders DC Annuity FundPavers & Road Builders DC An…$313MNorth Central States Regional Council of Carpenters Supplemental Retirement PlanNorth Central States Regiona…$311MMillwrights' Local 1102 Supplemental Pension FundMillwrights' Local 1102 Supp…$306MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$306MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$303M
End-of-year total assets ($M) among North Central States Regional Council of Carpenters Supplemental Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$310M
Net Income$76M
Employer EIN800234499
Plan Effective Date2009-09-01
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
$378M 60.81764460593727% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $235M $378M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 9,656 $235M
2023 1 10,094 $311M
2024 1 10,854 $378M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

North Central States Regional Council of Carpenters Supplemental Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants North Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase FundAtc Individual Account Pension Plan, Total assets ($B): 0.075885328 · Participants: 511Atc Individual Account Pension Plan
North Central States Regional Council of Carpenters Supplemental Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare North Central States Regional Council of Carpenters Supplemental Retirement Plan side-by-side with 3 peers →

Scale composition for North Central States Regional Council of Carpenters Supplemental Retirement Plan

North Central States Regional Council of Carpenters Supplemental Retirement Plan reports $311M in end-of-year assets across 10,094 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $30,792 per participant (22% of the national average assets-per-participant) . Net income for plan year 2023 was $76M.

This plan identity (EIN 800234499, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $235M to $378M (+60.8%) while covered participants moved from 9,656 to 10,854 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,656 $235M Open filing
2023 10,094 $311M This page
2024 · index core 10,854 $378M Open filing

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

North Central States Regional Council of Carpenters Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Pavers & Road Builders DC Annuity Fund in NY ($313M); by covered participants it is Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups in CA (9,948 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,094 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 Supplemental Retirement Plan assets move in 2023? ▼
North Central States Regional Council of Carpenters Supplemental Retirement Plan surged - up 32.2% during 2023, from $235M to $311M. Reported net income was $76M.
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 60.8%, from $235M to $378M.
Where does North Central States Regional Council of Carpenters Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
North Central States Regional Council of Carpenters Supplemental Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pavers & Road Builders DC Annuity Fund in NY ($313M, 3,043 participants).
Which Money Purchase plans cover a similar participant headcount to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups in CA (9,948 participants, $681M 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 800234499.

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.