Other · DOL Form 5500 · 2023
Greater Pennsylvania Carpenters' Annuity and Savings Fund Retirement Plan
Data updated 2026-08-11
- $541M
- Total assets
- 17,854
- Participants
- 98th
- Percentile by assets
- $30,297
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $541M
- total plan assets (2023 EOY)
- 17,854
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $30,297
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Greater Pennsylvania Carpenters' Annuity and Savings Fund reports 17,854 participants - 22x that state average ($541M EOY assets).
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)
| 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.
Greater Pennsylvania Carpenters' Annuity and Savings Fund vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Greater Pennsylvania Carpenters' Annuity and Savings Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Greater Pennsylvania Carpenters' Annuity and Savings Fund assets move in 2023? ▼
How have Greater Pennsylvania Carpenters' Annuity and Savings Fund plan assets changed over time? ▼
Where does Greater Pennsylvania Carpenters' Annuity and Savings Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Greater Pennsylvania Carpenters' Annuity and Savings Fund? ▼
Next read for Greater Pennsylvania Carpenters' Annuity…
Filing takeaways
Ways to act on Greater Pennsylvania Carpenters' Annuity and Savings Fund's numbers.
- By total assets, Greater Pennsylvania Carpenters' Annuity and Savings Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Greater Pennsylvania Carpenters' Annuity and Savings Fund's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans