Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot of the North Atlantic States Carpenters Pension Fund Pension Plan

Data updated 2026-07-24

$5.1B
Total assets: 16,946
Participants: 100th
Percentile by assets: $300,133
Avg per participant

Official DOL plan name: N. Atlantic States Carp. Pension Fund · Sponsored by Bot of the North Atlantic States Carpenters Pension Fund · Massachusetts · Construction

$5.1B in assets, 16,946 participants

Bot of the North Atlantic States Carpenters Pension Fund's N. Atlantic States Carp. Pension Fund reported $5.1B in total assets and 16,946 participants in its 2024 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.

100th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

N. Atlantic States Carp. Pension Fund covers 16,946 participants in Massachusetts, 26x the typical Massachusetts plan (state average ~641 per filing). Assets: $5.1B.

$5.1B
total plan assets (2024 EOY): 16,946
covered participants: 100th
percentile by assets (of 116,472 plans): $300,133
avg assets per participant

N. Atlantic States Carp. Pension Fund reported net income fell from $207M in the plan year 2023 filing to $121M in the plan year 2024 filing.
N. Atlantic States Carp. Pension Fund end-of-year assets rose from $5.0B in the plan year 2023 filing to $5.1B in the plan year 2024 filing.
N. Atlantic States Carp. Pension Fund reported participants fell from 17,166 in the plan year 2023 filing to 16,946 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Construction

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. N. Atlantic States Carp. Pension Fund reports 16,946 participants - 26x that state average ($5.1B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$5.0B
Net Assets (End of Year)	$4.9B
Net Income	$121M
Employer EIN	516040899
Plan Effective Date	1962-02-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Bot of the North Atlantic States Carpenters Pension Fund)

Total plan assets by year, all Bot of the North Atlantic States Carpenters Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	17,323	$4.8B
2023	1	17,166	$5.0B
2024	1	16,946	$5.1B

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

N. Atlantic States Carp. Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
N. Atlantic States Carp. Guaranteed Annuity Fund $3.8B · 10,943
Massachusetts Laborers' Pension Fund $2.5B · 10,203
Massmutual Pension Plan $2.5B · 13,404

Compare N. Atlantic States Carp. Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to N. Atlantic States Carp. Pension Fund by total assets, not by location.

U. S. Retirement Plan (NJ) $5.1B · 8,869
Abbvie Pension Plan (IL) $5.0B · 13,656
Berkshire Hathaway Consolidated Pension Plan (NE) $5.2B · 9,020
Constellation Retirement Program (PA) $5.0B · 4,809

Frequently Asked Questions

How did N. Atlantic States Carp. Pension Fund assets move in 2024? ▼

N. Atlantic States Carp. Pension Fund edged up modestly - up 2.3% during 2024, from $5.0B to $5.1B. Reported net income was $121M.

How have Bot of the North Atlantic States Carpenters Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bot of the North Atlantic States Carpenters Pension Fund's sponsor-wide assets grew 6.9%, from $4.8B to $5.1B.

Where does N. Atlantic States Carp. Pension Fund rank by assets among Form 5500 filers? ▼

N. Atlantic States Carp. Pension Fund ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to N. Atlantic States Carp. Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is U. S. Retirement Plan in NJ ($5.1B, 8,869 participants).

Next read for N. Atlantic States Carp. Pension Fund

Filing takeaways

Ways to act on N. Atlantic States Carp. Pension Fund's numbers.

By total assets, N. Atlantic States Carp. Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
Bot of the North Atlantic States Carpenters Pension Fund's sponsor-wide assets have grown 6.9% 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 516040899.

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.