Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3.8B
Total assets Very large vs avg
10,943
Participants Very large workforce
100th
Percentile by assets National rank
$347,014
Avg per participant High balance/head
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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.

  • #9,015 in Construction (9,039 peers)

Coverage in Massachusetts

N. Atlantic States Carp. Guaranteed Annuity Fund covers 10,943 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.8B.

#9,015
in Construction (9,039 peers)
+1.6%
assets growth YoY
38×
vs typical plan assets (national mean)

N. Atlantic States Carp. Guaranteed Annuity Fund's outsized position by total assets

N. Atlantic States Carp. Guaranteed Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,797,372,090 Highest reported value at or above every one of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

N. Atlantic States Carp. Guaranteed Annuity Fund'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. N. Atlantic States Carp. Guaranteed Annuity Fund is a mega filing (10,943 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 042776873 · Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund PY 2024 · Defined Benefit (Pension)

N. Atlantic States Carp. Guaranteed Annuity Fund · $3.8B · 10,943 · 100th

  • ASSETS $3.8B
  • ASSETS 10,943
  • ASSETS 100th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near United Mine Workers of America 1974 Pension Plan
  • ASSETS ind #9015

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 Massachusetts →

N. Atlantic States Carp. Guaranteed Annuity Fund in the asset neighbourhood

Cigna Pension Plan$3.8BN. Atlantic States Carp. Guaranteed Annuity FundN. Atlantic States Carp. Gua…$3.8BUnited Mine Workers of America 1974 Pension PlanUnited Mine Workers of Ameri…$3.8BOperating Engineers Pension TrustOperating Engineers Pension …$3.8BPension Plan of the Chubb CorporationPension Plan of the Chubb Co…$3.7B
End-of-year total assets ($B) among N. Atlantic States Carp. Guaranteed Annuity Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3.7B
Net Assets (End of Year)$3.7B
Net Income$82M
Employer EIN042776873
Plan Effective Date1982-01-05
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3.8B 5.655834974961272% vs 2022
2024 filing year
$3.5B$3.6B$3.7B$3.8B$3.9B 202220232024 $3.59B $3.8B ▲ +5.8%
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 Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants N. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.79737209 · Participants: 10943N. Atlantic States Carp. Guaranteed Annuity FundConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
N. Atlantic States Carp. Guaranteed Annuity Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare N. Atlantic States Carp. Guaranteed Annuity Fund side-by-side with 3 peers →

Scale composition for N. Atlantic States Carp. Guaranteed Annuity Fund

N. Atlantic States Carp. Guaranteed Annuity Fund reports $3.8B in end-of-year assets across 10,943 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $347,014 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2024 was $82M.

This plan identity (EIN 042776873, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.8B (+5.7%) while covered participants moved from 10,962 to 10,943 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,962 $3.6B Open filing
2023 10,911 $3.7B Open filing
2024 · index core 10,943 $3.8B This page

N. Atlantic States Carp. Guaranteed Annuity Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is United Mine Workers of America 1974 Pension Plan in DC ($3.8B); by covered participants it is Advocate Aurora Health Pension Plan in IL (10,936 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,943 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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 United Mine Workers of America 1974 Pension Plan in DC ($3.8B, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to N. Atlantic States Carp. Guaranteed Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advocate Aurora Health Pension Plan in IL (10,936 participants, $966M in assets).

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.