401(k) · DOL Form 5500 · 2024
Board of Trustees, Northwest Carpenters Individual Account Pension Pla 401(k) Plan
Data updated 2026-08-25
- $708M
- Total assets Above avg plan size
- 10,880
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $65,053
- Avg per participant Low balance/head
Official DOL plan name: Northwest Carpenters Individual Account Pension Plan · Sponsored by Board of Trustees, Northwest Carpenters Individual Account Pension Pla · California · Finance & Insurance
$708M in assets, 10,880 participants
Board of Trustees, Northwest Carpenters Individual Account Pension Pla's Northwest Carpenters Individual Account Pension Plan reported $708M in total assets and 10,880 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.
- #8,226 in Finance & Insurance (8,549 peers)
Coverage in California
Northwest Carpenters Individual Account Pension Plan covers 10,880 participants in California, 17x the typical California plan (state average ~630 per filing). Assets: $708M.
- #8,226
- in Finance & Insurance (8,549 peers)
- +4.8%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Northwest Carpenters Individual Account Pension Plan's outsized position by total assets
Northwest Carpenters Individual Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$707,774,881 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
Northwest Carpenters Individual Account Pension 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. Northwest Carpenters Individual Account Pension Plan is a mega filing (10,880 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwest Carpenters Individual Account Pension Plan reported net income fell from $82M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Northwest Carpenters Individual Account Pension Plan reported participants fell from 25,484 in the plan year 2023 filing to 10,880 in the plan year 2024 filing.
- Northwest Carpenters Individual Account Pension Plan end-of-year assets rose from $676M in the plan year 2023 filing to $708M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911160641 · Board of Trustees, Northwest Carpenters Individual Account Pension Pla PY 2024 · 401(k)
Northwest Carpenters Individual Account Pension Plan · $708M · 10,880 · 98th
- PCT $708M
- EIN 10,880
- RANK 98th
- PHOTO 401(k)
- IND near American Axle & Manufacturing, Inc. Salaried Savings Plan
- EOY ind #8226
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 →
Northwest Carpenters Individual Account Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $676M |
|---|---|
| Net Assets (End of Year) | $707M |
| Net Income | $31M |
| Employer EIN | 911160641 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Northwest Carpenters Individual Account Pension Pla)
Sponsor-wide plan assets over time
All Board of Trustees, Northwest Carpenters Individual Account Pension Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $708M 19.241121995135224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26,585 | $594M |
| 2023 | 1 | 25,484 | $676M |
| 2024 | 1 | 10,880 | $708M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scale composition for Northwest Carpenters Individual Account Pension Plan
Northwest Carpenters Individual Account Pension Plan reports $708M in end-of-year assets across 10,880 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $65,053 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $31M.
This plan identity (EIN 911160641, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $594M to $708M (+19.2%) while covered participants moved from 26,585 to 10,880 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 26,585 | $594M | Open filing |
| 2023 | 25,484 | $676M | Open filing |
| 2024 · index core | 10,880 | $708M | This page |
Northwest Carpenters Individual Account Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is American Axle & Manufacturing, Inc. Salaried Savings Plan in MI ($707M); by covered participants it is Regeneron Pharmaceuticals, Inc. 401(k) Savings Plan in NY (10,876 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($708M here).
- American Axle & Manufacturing, Inc. Salaried Savings Plan (MI) $707M · 1,926
- The Perdue Savings Plan (MD) $708M · 18,867
- Msc Industrial Direct 401(k) Plan (NY) $709M · 6,717
- Hanger, Inc. 401(k) Savings Plan (TX) $709M · 6,055
Similar participant headcount
Nearest other-state filings by covered participants (10,880 participants); asset peers above are excluded.
- Regeneron Pharmaceuticals, Inc. 401(k) Savings Plan (NY) 10,876 · 4 off
- Ukg Retirement Savings Plan (FL) 10,871 · 9 off
- The Estee Lauder Companies 401(k) Savings Plan (NY) 10,901 · 21 off
- Walmart Puerto Rico 401(k) Plan (AR) 10,907 · 27 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.