Defined Benefit (Pension) · DOL Form 5500 · 2023

Carpenters Funds Administrative Office of Northern California, Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
22
Participants Small participant base
73rd
Percentile by assets National rank
$941,036
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Carpenter Funds Administrative Office · Sponsored by Carpenters Funds Administrative Office of Northern California, Inc. · California · Finance & Insurance

$21M in assets, 22 participants

Carpenters Funds Administrative Office of Northern California, Inc.'s Pension Plan of Carpenter Funds Administrative Office reported $21M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,320 in Finance & Insurance (8,869 peers)

Carpenters Funds Administrative Office of Northern California, Inc. multi-year trail

Carpenters Funds Administrative Office of Northern California, Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Pension Plan of Carpenter Funds Administrative Office at $21M / 22 participants.

#5,320
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY

Pension Plan of Carpenter Funds Administrative Office's outsized position by total assets

Pension Plan of Carpenter Funds Administrative Office vs every filed plan by assets

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

$20,702,801 Top 27% higher than 73% 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

Pension Plan of Carpenter Funds Administrative Office among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Carpenter Funds Administrative Office is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Carpenter Funds Administrative Office reported net income rose from $474K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pension Plan of Carpenter Funds Administrative Office end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Pension Plan of Carpenter Funds Administrative Office reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941557079 · Carpenters Funds Administrative Office of Northern California, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan of Carpenter Funds Administrative Office · $21M · 22 · 73rd

  • VS-ST $21M
  • BOY 22
  • SCH 73rd
  • EBSA Defined Benefit (Pension)
  • PART near L3harris Ocean Systems Pension Plan for Hourly Employees
  • TYPE ind #5320

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 Finance & Insurance retirement plans → · Plans in California →

Pension Plan of Carpenter Funds Administrative Office in the asset neighbourhood

Inland Pension Fund$21MPuerto Rico Retirement Plan$21MBaker & Hostetler Retirement Benefit Enhancement PlanBaker & Hostetler Retirement…$21ML3harris Ocean Systems Pension Plan for Hourly EmployeesL3harris Ocean Systems Pensi…$21MPension Plan of Carpenter Funds Administrative OfficePension Plan of Carpenter Fu…$21M
End-of-year total assets ($M) among Pension Plan of Carpenter Funds Administrative Office and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Carpenters Funds Administrative Office of Northern California, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpenters Funds Administrative Office of Northern California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.11429419739222% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $19M $22.3M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 21 $19M
2023 1 22 $21M
2024 1 21 $22M

Carpenters Funds Administrative Office of Northern California, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN941557079
Plan Effective Date1965-07-09
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of Carpenter Funds Administrative Office, Total assets ($B): 0.020702801 · Participants: 22Pension Plan of Carpenter Funds Administrative OfficeKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Pension Plan of Carpenter Funds Administrative Office vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of Carpenter Funds Administrative Office side-by-side with 3 peers →

Pension Plan of Carpenter Funds Administrative Office's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is L3harris Ocean Systems Pension Plan for Hourly Employees in FL ($21M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Pension Plan of Carpenter Funds Administrative Office assets move in 2023? ▼
Pension Plan of Carpenter Funds Administrative Office grew at a solid clip - up 8.8% during 2023, from $19M to $21M. Reported net income was $2M.
How have Carpenters Funds Administrative Office of Northern California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Funds Administrative Office of Northern California, Inc.'s sponsor-wide assets grew 17.1%, from $19M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L3harris Ocean Systems Pension Plan for Hourly Employees in FL ($21M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Carpenter Funds Administrative Office? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $8M 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 941557079.

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.