Profit Sharing · DOL Form 5500 · 2024

North Atlantic States Carpenters Annuity Plan Profit Sharing Plan

Data updated 2026-07-24

$1.3B
Total assets: 10,631
Participants: 99th
Percentile by assets: $126,055
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Connecticut

North Atlantic States Carpenters Annuity Plan covers 10,631 participants in Connecticut, 14x the typical Connecticut plan (state average ~740 per filing). Assets: $1.3B.

$1.3B
total plan assets (2024 EOY): 10,631
covered participants: 99th
percentile by assets (of 116,472 plans): $126,055
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Construction

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. North Atlantic States Carpenters Annuity Plan reports 10,631 participants - 14x that state average ($1.3B EOY assets).

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)

Total plan assets by year, all North Atlantic States Carpenters Annuity Plan plans on file

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.

North Atlantic States Carpenters Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Connecticut Children's Retirement Savings Plan $541M · 3,179
Connecticut Laborers' Annuity Plan $274M · 3,043
Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
Ons Savings Plan $133M · 1,230
Wiggin & Dana Retirement and Savings Plan for Partners & Staff $131M · 197

Compare North Atlantic States Carpenters Annuity… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to North Atlantic States Carpenters Annuity Plan by total assets, not by location.

Shv Profit Sharing Plan (CA) $1.3B · 53
Boilermakers National Annuity Trust (MO) $1.3B · 18,034
Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia (VA) $1.3B · 5,562
The Research Foundation for the State University of New York Retirement Plan (NY) $1.3B · 9,758

Frequently Asked Questions

How did North Atlantic States Carpenters Annuity Plan assets move in 2024? ▼

North Atlantic States Carpenters Annuity Plan edged up modestly - up 4.0% during 2024, from $1.3B to $1.3B. Reported net income was $52M.

How have North Atlantic States Carpenters Annuity Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), North Atlantic States Carpenters Annuity Plan's sponsor-wide assets grew 8.8%, from $1.2B to $1.3B.

Where does North Atlantic States Carpenters Annuity Plan rank by assets among Form 5500 filers? ▼

North Atlantic States Carpenters Annuity Plan ranks in the 99th 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 Profit Sharing plans are similar in size to North Atlantic States Carpenters Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Shv Profit Sharing Plan in CA ($1.3B, 53 participants).

Next read for North Atlantic States Carpenters Annuity…

Filing takeaways

Ways to act on North Atlantic States Carpenters Annuity Plan's numbers.

By total assets, North Atlantic States Carpenters Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
North Atlantic States Carpenters Annuity Plan's sponsor-wide assets have grown 8.8% 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 061308364.

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.