Other · DOL Form 5500 · 2024
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla Retirement Plan
Data updated 2026-07-24
- $811M
- Total assets
- 22,289
- Participants
- 98th
- Percentile by assets
- $36,397
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Minnesota
Carpenters & Joiners Defined Contribution Plan covers 22,289 participants in Minnesota, 19x the typical Minnesota plan (state average ~1,161 per filing). Assets: $811M.
- $811M
- total plan assets (2024 EOY)
- 22,289
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $36,397
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Carpenters & Joiners Defined Contribution Plan reports 22,289 participants - 19x that state average ($811M EOY assets).
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)
| 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.
Carpenters & Joiners Defined Contribution Plan vs. nearby Other plans in Minnesota, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carpenters & Joiners Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carpenters & Joiners Defined Contribution Plan assets move in 2024? ▼
How have Board of Trustees of the Carpenters & Joiners Defined Contribution Pla plan assets changed over time? ▼
Where does Carpenters & Joiners Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Carpenters & Joiners Defined Contribution Plan? ▼
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Filing takeaways
Ways to act on Carpenters & Joiners Defined Contribution Plan's numbers.
- By total assets, Carpenters & Joiners Defined Contribution Plan 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 Minnesota. Compare plans
- Board of Trustees of the Carpenters & Joiners Defined Contribution Pla's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Construction plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411824896.
Read our methodology - how this data is sourced, computed, and verified.