Other · DOL Form 5500 · 2024
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla Retirement Plan
Data updated 2026-08-25
- $811M
- Total assets Above avg plan size
- 22,289
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $36,397
- Avg per participant Low balance/head
Official DOL plan name: Carpenters & Joiners Defined Contribution Plan · Sponsored by Board of Trustees of the Carpenters & Joiners Defined Contribution Pla · Minnesota · Construction
$811M in assets, 22,289 participants
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla's Carpenters & Joiners Defined Contribution Plan reported $811M in total assets and 22,289 participants in its 2024 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.
- #8,874 in Construction (9,039 peers)
Coverage in Minnesota
Carpenters & Joiners Defined Contribution Plan covers 22,289 participants in Minnesota, 20x the typical Minnesota plan (state average ~1,126 per filing). Assets: $811M.
- #8,874
- in Construction (9,039 peers)
- +12.9%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
Carpenters & Joiners Defined Contribution Plan's outsized position by total assets
Carpenters & Joiners Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$811,257,677 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carpenters & Joiners Defined Contribution Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenters & Joiners Defined Contribution Plan is a mega filing (22,289 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenters & Joiners Defined Contribution Plan reported net income fell from $136M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Carpenters & Joiners Defined Contribution Plan end-of-year assets rose from $719M in the plan year 2023 filing to $811M in the plan year 2024 filing.
- Carpenters & Joiners Defined Contribution Plan reported participants rose from 21,043 in the plan year 2023 filing to 22,289 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 411824896 · Board of Trustees of the Carpenters & Joiners Defined Contribution Pla PY 2024 · Other
Carpenters & Joiners Defined Contribution Plan · $811M · 22,289 · 98th
- BOY $811M
- SCH 22,289
- EBSA 98th
- PART Other
- TYPE near St. Luke's Health Network 403(b) Plan
- NET ind #8874
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 Minnesota →
Carpenters & Joiners Defined Contribution Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $719M |
|---|---|
| Net Assets (End of Year) | $811M |
| Net Income | $92M |
| Employer EIN | 411824896 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Carpenters & Joiners Defined Contribution Pla)
Sponsor-wide plan assets over time
All Board of Trustees of the Carpenters & Joiners Defined Contribution Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $811M 39.089461194814746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,332 | $583M |
| 2023 | 1 | 21,043 | $719M |
| 2024 | 1 | 22,289 | $811M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- University of St. Thomas Retirement Plan $460M · 2,357
- Carleton College Defined Contribution Plan $397M · 906
Scale composition for Carpenters & Joiners Defined Contribution Plan
Carpenters & Joiners Defined Contribution Plan reports $811M in end-of-year assets across 22,289 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $36,397 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $92M.
This plan identity (EIN 411824896, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $583M to $811M (+39.1%) while covered participants moved from 20,332 to 22,289 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,332 | $583M | Open filing |
| 2023 | 21,043 | $719M | Open filing |
| 2024 · index core | 22,289 | $811M | This page |
Carpenters & Joiners Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is St. Luke's Health Network 403(b) Plan in PA ($810M); by covered participants it is Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan in CT (22,447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($811M here).
- St. Luke's Health Network 403(b) Plan (PA) $810M · 19,666
- University of Miami Supplemental Retirement Annuity Program (FL) $810M · 2,117
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $805M · 9,804
- Midmichigan Health 403b Savings Plan (MI) $818M · 8,042
Similar participant headcount
Nearest other-state filings by covered participants (22,289 participants); asset peers above are excluded.
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,447 · 158 off
- The University of Pennsylvania Matching Plan (PA) 22,110 · 179 off
- Inova Health System 403(b) Plan (VA) 22,057 · 232 off
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 22,606 · 317 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.