Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund Pension Plan

Data updated 2026-07-24

$3.8B
Total assets: 10,943
Participants: 100th
Percentile by assets: $347,014
Avg per participant

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

$3.8B in assets, 10,943 participants

Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's N. Atlantic States Carp. Guaranteed Annuity Fund reported $3.8B in total assets and 10,943 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. Guaranteed Annuity Fund covers 10,943 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~641 per filing). Assets: $3.8B.

$3.8B
total plan assets (2024 EOY): 10,943
covered participants: 100th
percentile by assets (of 116,472 plans): $347,014
avg assets per participant

N. Atlantic States Carp. Guaranteed Annuity Fund reported net income fell from $136M in the plan year 2023 filing to $82M in the plan year 2024 filing.
N. Atlantic States Carp. Guaranteed Annuity Fund end-of-year assets rose from $3.7B in the plan year 2023 filing to $3.8B in the plan year 2024 filing.
N. Atlantic States Carp. Guaranteed Annuity Fund reported participants rose from 10,911 in the plan year 2023 filing to 10,943 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. Guaranteed Annuity Fund reports 10,943 participants - 17x that state average ($3.8B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$3.7B
Net Assets (End of Year)	$3.7B
Net Income	$82M
Employer EIN	042776873
Plan Effective Date	1982-01-05
Filing Status	FILING RECEIVED

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

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

Year	Plans	Participants	Total Assets
2022	1	10,962	$3.6B
2023	1	10,911	$3.7B
2024	1	10,943	$3.8B

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. Guaranteed Annuity 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. Pension Fund $5.1B · 16,946
Massachusetts Laborers' Pension Fund $2.5B · 10,203
Massmutual Pension Plan $2.5B · 13,404

Compare N. Atlantic States Carp. Guaranteed Annu… 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. Guaranteed Annuity Fund by total assets, not by location.

Cigna Pension Plan (PA) $3.8B · 12,279
Pension Plan of the Chubb Corporation (PA) $3.7B · 2,993
The Coca-Cola Company Pension Plan (GA) $3.9B · 7,051
Fca US LLC Pension Plan (MI) $3.7B · 2,267

Frequently Asked Questions

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

N. Atlantic States Carp. Guaranteed Annuity Fund edged up modestly - up 1.6% during 2024, from $3.7B to $3.8B. Reported net income was $82M.

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

Across 3 plan years on file (2022-2024), Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's sponsor-wide assets grew 5.7%, from $3.6B to $3.8B.

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

N. Atlantic States Carp. Guaranteed Annuity 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. Guaranteed Annuity Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Cigna Pension Plan in PA ($3.8B, 12,279 participants).

Next read for N. Atlantic States Carp. Guaranteed Annu…

Filing takeaways

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

By total assets, N. Atlantic States Carp. Guaranteed Annuity 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 Guaranteed Annuity Fund's sponsor-wide assets have grown 5.7% 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 042776873.

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.