401(k) · DOL Form 5500 · 2023

Board of Trustees of the Nydcc Annuity Fd 401(k) Plan

Data updated 2026-08-25

$3.5B
Total assets Very large vs avg
16,560
Participants Very large workforce
100th
Percentile by assets National rank
$211,835
Avg per participant Above avg balance/head
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Official DOL plan name: New York District Council of Carpenters Annuity Fd · Sponsored by Board of Trustees of the Nydcc Annuity Fd · New York · Construction

$3.5B in assets, 16,560 participants

Board of Trustees of the Nydcc Annuity Fd's New York District Council of Carpenters Annuity Fd reported $3.5B in total assets and 16,560 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,006 in Construction (9,030 peers)

Coverage in New York

New York District Council of Carpenters Annuity Fd covers 16,560 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $3.5B.

#9,006
in Construction (9,030 peers)
+8.1%
assets growth YoY
35×
vs typical plan assets (national mean)

New York District Council of Carpenters Annuity Fd's outsized position by total assets

New York District Council of Carpenters Annuity Fd vs every filed plan by assets

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

$3,507,980,221 Highest reported value at or above every one 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

New York District Council of Carpenters Annuity Fd'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. New York District Council of Carpenters Annuity Fd is a mega filing (16,560 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York District Council of Carpenters Annuity Fd end-of-year assets rose from $3.2B in the plan year 2022 filing to $3.5B in the plan year 2023 filing.
  • New York District Council of Carpenters Annuity Fd reported net income rose from $244M in the plan year 2022 filing to $261M in the plan year 2023 filing.
  • New York District Council of Carpenters Annuity Fd reported participants fell from 17,571 in the plan year 2022 filing to 16,560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510174279 · Board of Trustees of the Nydcc Annuity Fd PY 2023 · 401(k)

New York District Council of Carpenters Annuity Fd · $3.5B · 16,560 · 100th

  • 5500 $3.5B
  • 5500 16,560
  • 5500 100th
  • 5500 401(k)
  • 5500 near Nxp 401(k) Retirement Plan
  • 5500 ind #9006

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 New York →

New York District Council of Carpenters Annuity Fd in the asset neighbourhood

Siemens Energy, Inc. Savings PlanSiemens Energy, Inc. Savings…$3.5BCintas Partners' Plan$3.5BNew York District Council of Carpenters Annuity FdNew York District Council of…$3.5BNxp 401(k) Retirement Plan$3.5BThe Coca-Cola Company 401(k) PlanThe Coca-Cola Company 401(k)…$3.5B
End-of-year total assets ($B) among New York District Council of Carpenters Annuity Fd and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.2B
Net Assets (End of Year)$3.5B
Net Income$261M
Employer EIN510174279
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Nydcc Annuity Fd)

Sponsor-wide plan assets over time

All Board of Trustees of the Nydcc Annuity Fd plans reported in each filing year

Latest sponsor-wide plan assets
$3.7B 13.682719376923544% vs 2022
2024 filing year
$3.2B$3.4B$3.6B$3.8B 202220232024 $3.25B $3.69B ▲ +13.5%
Year Plans Participants Total Assets
2022 1 17,571 $3.2B
2023 1 16,560 $3.5B
2024 1 16,074 $3.7B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New York District Council of Carpenters Annuity Fd vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 020406080 Total assets ($B) Participants New York District Council of Carpenters Annuity Fd, Total assets ($B): 3.507980221 · Participants: 16560New York District Council of Carpenters Annuity FdIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
New York District Council of Carpenters Annuity Fd vs. nearby 401(k) plans in New York, assets vs. participants
Compare New York District Council of Carpenters Annuity Fd side-by-side with 3 peers →

Scale composition for New York District Council of Carpenters Annuity Fd

New York District Council of Carpenters Annuity Fd reports $3.5B in end-of-year assets across 16,560 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $211,835 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $261M.

This plan identity (EIN 510174279, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $3.7B (+13.7%) while covered participants moved from 17,571 to 16,074 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,571 $3.2B Open filing
2023 16,560 $3.5B This page
2024 · index core 16,074 $3.7B Open filing

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

New York District Council of Carpenters Annuity Fd's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nxp 401(k) Retirement Plan in TX ($3.5B); by covered participants it is Community Health Network 401(k) Retirement Plan in IN (16,566 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,560 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 New York District Council of Carpenters Annuity Fd assets move in 2023? ▼
New York District Council of Carpenters Annuity Fd grew at a solid clip - up 8.1% during 2023, from $3.2B to $3.5B. Reported net income was $261M.
How have Board of Trustees of the Nydcc Annuity Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Nydcc Annuity Fd's sponsor-wide assets grew 13.7%, from $3.2B to $3.7B.
Where does New York District Council of Carpenters Annuity Fd rank by assets among Form 5500 filers? ▼
New York District Council of Carpenters Annuity Fd ranks in the 100th 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 401(k) plans are similar in size to New York District Council of Carpenters Annuity Fd? ▼
Among 401(k) plans in other states, the closest by assets is Nxp 401(k) Retirement Plan in TX ($3.5B, 5,591 participants).
Which 401(k) plans cover a similar participant headcount to New York District Council of Carpenters Annuity Fd? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Health Network 401(k) Retirement Plan in IN (16,566 participants, $1.4B 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 510174279.

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.