Other · DOL Form 5500 · 2024
Greater Pennsylvania Carpenters' Annuity and Savings Fund Retirement Plan
Data updated 2026-08-25
- $592M
- Total assets Above avg plan size
- 16,666
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $35,531
- Avg per participant Low balance/head
Official DOL plan name: Greater Pennsylvania Carpenters' Annuity and Savings Fund · Sponsored by Greater Pennsylvania Carpenters' Annuity and Savings Fund · Pennsylvania · Construction
$592M in assets, 16,666 participants
Greater Pennsylvania Carpenters' Annuity and Savings Fund's Greater Pennsylvania Carpenters' Annuity and Savings Fund reported $592M in total assets and 16,666 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,809 in Construction (9,039 peers)
Coverage in Pennsylvania
Greater Pennsylvania Carpenters' Annuity and Savings Fund covers 16,666 participants in Pennsylvania, 20x the typical Pennsylvania plan (state average ~822 per filing). Assets: $592M.
- #8,809
- in Construction (9,039 peers)
- +9.5%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Greater Pennsylvania Carpenters' Annuity and Savings Fund's outsized position by total assets
Greater Pennsylvania Carpenters' Annuity and Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$592,157,622 Top 2% higher than 98% 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
Greater Pennsylvania Carpenters' Annuity and Savings 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. Greater Pennsylvania Carpenters' Annuity and Savings Fund is a mega filing (16,666 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greater Pennsylvania Carpenters' Annuity and Savings Fund end-of-year assets rose from $541M in the plan year 2023 filing to $592M in the plan year 2024 filing.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund reported participants fell from 17,854 in the plan year 2023 filing to 16,666 in the plan year 2024 filing.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund reported net income fell from $51M in the plan year 2023 filing to $50M in the plan year 2024 filing.
DOL schedule card
Filing strip 256107170 · Greater Pennsylvania Carpenters' Annuity and Savings Fund PY 2024 · Other
Greater Pennsylvania Carpenters' Annuity and Savings Fund · $592M · 16,666 · 98th
- EBSA $592M
- PART 16,666
- TYPE 98th
- NET Other
- BOOK near Children's Hospital of Orange County Retirement Accumulation Plan
- VS-ST ind #8809
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 Pennsylvania →
Greater Pennsylvania Carpenters' Annuity and Savings Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $541M |
|---|---|
| Net Assets (End of Year) | $590M |
| Net Income | $50M |
| Employer EIN | 256107170 |
| Plan Effective Date | 1967-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Pennsylvania Carpenters' Annuity and Savings Fund)
Sponsor-wide plan assets over time
All Greater Pennsylvania Carpenters' Annuity and Savings Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 20.81642221033585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,960 | $490M |
| 2023 | 1 | 17,854 | $541M |
| 2024 | 1 | 16,666 | $592M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Scale composition for Greater Pennsylvania Carpenters' Annuity and Savings Fund
Greater Pennsylvania Carpenters' Annuity and Savings Fund reports $592M in end-of-year assets across 16,666 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $35,531 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $50M.
This plan identity (EIN 256107170, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $490M to $592M (+20.8%) while covered participants moved from 19,960 to 16,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,960 | $490M | Open filing |
| 2023 | 17,854 | $541M | Open filing |
| 2024 · index core | 16,666 | $592M | This page |
Greater Pennsylvania Carpenters' Annuity and Savings Fund's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Children's Hospital of Orange County Retirement Accumulation Plan in CA ($593M); by covered participants it is Consolidated 403(b) Plan of Hackensack Meridian Health in NJ (16,823 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($592M here).
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) $593M · 5,676
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $594M · 7,427
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) $594M · 4,023
- Billings Clinic 403b Plan (MT) $595M · 4,184
Similar participant headcount
Nearest other-state filings by covered participants (16,666 participants); asset peers above are excluded.
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 16,823 · 157 off
- Montefiore Medical Center 403(b) Plan (NY) 16,441 · 225 off
- Lee Health System 403(b) Retirement Plan (FL) 16,909 · 243 off
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 16,971 · 305 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.