Money Purchase · DOL Form 5500 · 2023

Carpenters Annuity Trust Fund for Northern California Money Purchase Plan

Data updated 2026-08-25

$3.3B
Total assets Very large vs avg
25,961
Participants Very large workforce
100th
Percentile by assets National rank
$125,471
Avg per participant Near avg balance/head
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Official DOL plan name: Carpenters Annuity Trust Fund for Northern California · Sponsored by Carpenters Annuity Trust Fund for Northern California · California · Construction

$3.3B in assets, 25,961 participants

Carpenters Annuity Trust Fund for Northern California's Carpenters Annuity Trust Fund for Northern California reported $3.3B in total assets and 25,961 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.

  • #9,000 in Construction (9,030 peers)

Coverage in California

Carpenters Annuity Trust Fund for Northern California covers 25,961 participants in California, 41x the typical California plan (state average ~630 per filing). Assets: $3.3B.

#9,000
in Construction (9,030 peers)
+9.4%
assets growth YoY
33×
vs typical plan assets (national mean)

Carpenters Annuity Trust Fund for Northern California's outsized position by total assets

Carpenters Annuity Trust Fund for Northern California vs every filed plan by assets

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

$3,257,361,302 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

Carpenters Annuity Trust Fund for Northern California'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. Carpenters Annuity Trust Fund for Northern California is a mega filing (25,961 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpenters Annuity Trust Fund for Northern California reported net income rose from $53M in the plan year 2022 filing to $280M in the plan year 2023 filing.
  • Carpenters Annuity Trust Fund for Northern California end-of-year assets rose from $3.0B in the plan year 2022 filing to $3.3B in the plan year 2023 filing.
  • Carpenters Annuity Trust Fund for Northern California reported participants fell from 26,442 in the plan year 2022 filing to 25,961 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946534591 · Carpenters Annuity Trust Fund for Northern California PY 2023 · Money Purchase

Carpenters Annuity Trust Fund for Northern California · $3.3B · 25,961 · 100th

  • EIN $3.3B
  • EIN 25,961
  • EIN 100th
  • EIN Money Purchase
  • EIN near Young Men's Christian Association Retirement Fund Retirement Plan
  • EIN ind #9000

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 California →

Carpenters Annuity Trust Fund for Northern California in the asset neighbourhood

Young Men's Christian Association Retirement Fund Retirement PlanYoung Men's Christian Associ…$3.7BCarpenters Annuity Trust Fund for Northern CaliforniaCarpenters Annuity Trust Fun…$3.3BThe Johns Hopkins University Applied Physics Laboratory Pension Plan aThe Johns Hopkins University…$2.7BThe Mitre Corporation Qualified Retirement PlanThe Mitre Corporation Qualif…$2.6BInternational Brotherhood of Electrical Workers District No.9 Pension PlanInternational Brotherhood of…$2.3B
End-of-year total assets ($B) among Carpenters Annuity Trust Fund for Northern California and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$3.3B
Net Income$280M
Employer EIN946534591
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Annuity Trust Fund for Northern California)

Sponsor-wide plan assets over time

All Carpenters Annuity Trust Fund for Northern California plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 16.984158345443042% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.98B $3.48B ▲ +16.8%
Year Plans Participants Total Assets
2022 1 26,442 $3.0B
2023 1 25,961 $3.3B
2024 1 24,741 $3.5B

Nearby Money Purchase Plans in California

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

Carpenters Annuity Trust Fund for Northern California vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 150002000025000300003500040000 02468 Total assets ($B) Participants Carpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit PlanLaborers Annuity Plan for Northern California, Total assets ($B): 1.392145688 · Participants: 29863Laborers Annuity Plan for Northern California
Carpenters Annuity Trust Fund for Northern California vs. nearby Money Purchase plans in California, assets vs. participants
Compare Carpenters Annuity Trust Fund for Northern California side-by-side with 3 peers →

Scale composition for Carpenters Annuity Trust Fund for Northern California

Carpenters Annuity Trust Fund for Northern California reports $3.3B in end-of-year assets across 25,961 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $125,471 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $280M.

This plan identity (EIN 946534591, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+17.0%) while covered participants moved from 26,442 to 24,741 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 26,442 $3.0B Open filing
2023 25,961 $3.3B This page
2024 · index core 24,741 $3.5B Open filing

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

Carpenters Annuity Trust Fund for Northern California's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Young Men's Christian Association Retirement Fund Retirement Plan in NY ($3.7B); by covered participants it is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (26,434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25,961 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 Carpenters Annuity Trust Fund for Northern California assets move in 2023? ▼
Carpenters Annuity Trust Fund for Northern California grew at a solid clip - up 9.4% during 2023, from $3.0B to $3.3B. Reported net income was $280M.
How have Carpenters Annuity Trust Fund for Northern California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Annuity Trust Fund for Northern California's sponsor-wide assets grew 17.0%, from $3.0B to $3.5B.
Where does Carpenters Annuity Trust Fund for Northern California rank by assets among Form 5500 filers? ▼
Carpenters Annuity Trust Fund for Northern California 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 Money Purchase plans are similar in size to Carpenters Annuity Trust Fund for Northern California? ▼
Among Money Purchase plans in other states, the closest by assets is Young Men's Christian Association Retirement Fund Retirement Plan in NY ($3.7B, 43,490 participants).
Which Money Purchase plans cover a similar participant headcount to Carpenters Annuity Trust Fund for Northern California? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (26,434 participants, $29M 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 946534591.

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.