Profit Sharing · DOL Form 5500 · 2024
North Atlantic States Carpenters Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 10,631
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $126,055
- Avg per participant Near avg balance/head
Official DOL plan name: North Atlantic States Carpenters Annuity Plan · Sponsored by North Atlantic States Carpenters Annuity Plan · Connecticut · Construction
$1.3B in assets, 10,631 participants
North Atlantic States Carpenters Annuity Plan's North Atlantic States Carpenters Annuity Plan reported $1.3B in total assets and 10,631 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,940 in Construction (9,039 peers)
Coverage in Connecticut
North Atlantic States Carpenters Annuity Plan covers 10,631 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $1.3B.
- #8,940
- in Construction (9,039 peers)
- +4.0%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
North Atlantic States Carpenters Annuity Plan's outsized position by total assets
North Atlantic States Carpenters Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,340,089,089 Top 1% higher than 99% 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
North Atlantic States Carpenters Annuity 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. North Atlantic States Carpenters Annuity Plan is a mega filing (10,631 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Atlantic States Carpenters Annuity Plan reported net income fell from $57M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- North Atlantic States Carpenters Annuity Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- North Atlantic States Carpenters Annuity Plan reported participants fell from 11,025 in the plan year 2023 filing to 10,631 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 061308364 · North Atlantic States Carpenters Annuity Plan PY 2024 · Profit Sharing
North Atlantic States Carpenters Annuity Plan · $1.3B · 10,631 · 99th
- RANK $1.3B
- RANK 10,631
- RANK 99th
- RANK Profit Sharing
- RANK near Shv Profit Sharing Plan
- RANK ind #8940
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 Connecticut →
North Atlantic States Carpenters Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $52M |
| Employer EIN | 061308364 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Atlantic States Carpenters Annuity Plan)
Sponsor-wide plan assets over time
All North Atlantic States Carpenters Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 8.784241013614693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,777 | $1.2B |
| 2023 | 1 | 11,025 | $1.3B |
| 2024 | 1 | 10,631 | $1.3B |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Connecticut Children's Retirement Savings Plan $541M · 3,179
- Connecticut Pipetrades Local No. 777 Annuity Plan $277M · 2,660
- Connecticut Laborers' Annuity Plan $274M · 3,043
- Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
- Greenwich Hospital Retirement and Savings Plan $173M · 2,233
Scale composition for North Atlantic States Carpenters Annuity Plan
North Atlantic States Carpenters Annuity Plan reports $1.3B in end-of-year assets across 10,631 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $126,055 per participant (91% of the national average assets-per-participant) . Net income for plan year 2024 was $52M.
This plan identity (EIN 061308364, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+8.8%) while covered participants moved from 10,777 to 10,631 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,777 | $1.2B | Open filing |
| 2023 | 11,025 | $1.3B | Open filing |
| 2024 · index core | 10,631 | $1.3B | This page |
North Atlantic States Carpenters Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Shv Profit Sharing Plan in CA ($1.3B); by covered participants it is International Painters and Allied Trades Industry Annuity Plan in MD (10,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Shv Profit Sharing Plan (CA) $1.3B · 53
- Boilermakers National Annuity Trust (MO) $1.3B · 18,034
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.3B · 16,046
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (IL) $1.4B · 16,059
Similar participant headcount
Nearest other-state filings by covered participants (10,631 participants); asset peers above are excluded.
- International Painters and Allied Trades Industry Annuity Plan (MD) 10,721 · 90 off
- Baylor College of Medicine Retirement Plan (TX) 10,721 · 90 off
- Scpmg Keogh Plan (CA) 10,749 · 118 off
- Shands Health Care Matched Savings Account 401(a) (FL) 10,470 · 161 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.