Other · DOL Form 5500 · 2023
Greater Pennsylvania Carpenters' Annuity and Savings Fund Retirement Plan
Data updated 2026-08-25
- $541M
- Total assets Above avg plan size
- 17,854
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $30,297
- Avg per participant Low balance/head
Official DOL plan name: Greater Pennsylvania Carpenters' Annuity and Savings Fund · Sponsored by Greater Pennsylvania Carpenters' Annuity and Savings Fund · Pennsylvania · Construction
$541M in assets, 17,854 participants
Greater Pennsylvania Carpenters' Annuity and Savings Fund's Greater Pennsylvania Carpenters' Annuity and Savings Fund reported $541M in total assets and 17,854 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,795 in Construction (9,030 peers)
Coverage in Pennsylvania
Greater Pennsylvania Carpenters' Annuity and Savings Fund covers 17,854 participants in Pennsylvania, 22x the typical Pennsylvania plan (state average ~822 per filing). Assets: $541M.
- #8,795
- in Construction (9,030 peers)
- +10.4%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Greater Pennsylvania Carpenters' Annuity and Savings Fund's outsized position by total assets
Greater Pennsylvania Carpenters' Annuity and Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$540,931,065 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Greater Pennsylvania Carpenters' Annuity and Savings Fund'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. Greater Pennsylvania Carpenters' Annuity and Savings Fund is a mega filing (17,854 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greater Pennsylvania Carpenters' Annuity and Savings Fund reported net income rose from -$36M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund reported participants fell from 19,960 in the plan year 2022 filing to 17,854 in the plan year 2023 filing.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund end-of-year assets rose from $490M in the plan year 2022 filing to $541M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 256107170 · Greater Pennsylvania Carpenters' Annuity and Savings Fund PY 2023 · Other
Greater Pennsylvania Carpenters' Annuity and Savings Fund · $541M · 17,854 · 98th
- ASSETS $541M
- PCT 17,854
- EIN 98th
- RANK Other
- PHOTO near Tulane University Tax Deferral 403(b) Retirement Plan
- IND ind #8795
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 Pennsylvania →
Greater Pennsylvania Carpenters' Annuity and Savings Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $490M |
|---|---|
| Net Assets (End of Year) | $540M |
| Net Income | $51M |
| Employer EIN | 256107170 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Pennsylvania Carpenters' Annuity and Savings Fund)
Sponsor-wide plan assets over time
All Greater Pennsylvania Carpenters' Annuity and Savings Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 20.81642221033585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,960 | $490M |
| 2023 | 1 | 17,854 | $541M |
| 2024 | 1 | 16,666 | $592M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Greater Pennsylvania Carpenters' Annuity and Savings Fund
Greater Pennsylvania Carpenters' Annuity and Savings Fund reports $541M in end-of-year assets across 17,854 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $30,297 per participant (22% of the national average assets-per-participant) . Net income for plan year 2023 was $51M.
This plan identity (EIN 256107170, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $490M to $592M (+20.8%) while covered participants moved from 19,960 to 16,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,960 | $490M | Open filing |
| 2023 | 17,854 | $541M | This page |
| 2024 · index core | 16,666 | $592M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (Other, $592M, 16,666 participants)
Greater Pennsylvania Carpenters' Annuity and Savings Fund's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Tulane University Tax Deferral 403(b) Retirement Plan in LA ($542M); by covered participants it is Children's Hospital Medical Center Employee Savings Plan in OH (17,941 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($541M here).
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) $542M · 7,483
- Yale University Matching Retirement Plan (CT) $539M · 6,059
- Children's Retirement Income Benefit Plan (OH) $544M · 6,988
- The Rand Corporation 403(b) Savings Plan (CA) $546M · 1,793
Similar participant headcount
Nearest other-state filings by covered participants (17,854 participants); asset peers above are excluded.
- Children's Hospital Medical Center Employee Savings Plan (OH) 17,941 · 87 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 17,739 · 115 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,639 · 215 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 17,231 · 623 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.