Defined Benefit (Pension) · DOL Form 5500 · 2024
Joint Board of Trustees of North Central States Regional Council of Pension Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 5,105
- Participants
- 99th
- Percentile by assets
- $358,799
- Avg per participant
Official DOL plan name: North Central States Regional Council of Carpenters Pension Fund · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction
$1.8B in assets, 5,105 participants
Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Pension Fund reported $1.8B in total assets and 5,105 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 123,622 plans)
- #8,976 in Construction (9,039 peers)
Coverage in Wisconsin
North Central States Regional Council of Carpenters Pension Fund covers 5,105 participants in Wisconsin, 9.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2024 EOY)
- 5,105
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $358,799
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Central States Regional Council of Carpenters Pension Fund reported net income rose from $123M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- North Central States Regional Council of Carpenters Pension Fund reported participants fell from 5,662 in the plan year 2023 filing to 5,105 in the plan year 2024 filing.
- North Central States Regional Council of Carpenters Pension Fund end-of-year assets rose from $1.7B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. North Central States Regional Council of Carpenters Pension Fund reports 5,105 participants - 9.1x that state average ($1.8B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $136M |
| Employer EIN | 396079856 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of North Central States Regional Council of)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,543 | $1.6B |
| 2023 | 1 | 5,662 | $1.7B |
| 2024 | 1 | 5,105 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
North Central States Regional Council of Carpenters Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- Rockwell Automation Pension Plan $1.8B · 2,001
Scale composition for North Central States Regional Council of Carpenters Pension Fund
North Central States Regional Council of Carpenters Pension Fund reports $1.8B in end-of-year assets across 5,105 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $358,799 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2024 was $136M.
This plan identity (EIN 396079856, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $1.8B (+16.4%) while covered participants moved from 5,543 to 5,105 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,543 | $1.6B | Open filing |
| 2023 | 5,662 | $1.7B | Open filing |
| 2024 · index core | 5,105 | $1.8B | This page |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to North Central States Regional Council of Carpenters Pension Fund by total assets, not by location.
- Aramco U.S. Retirement Income Plan (TX) $1.8B · 1,552
- Disney Associated Companies' Retirement Plan (CA) $1.8B · 26,140
- Indiana Laborers Pension Fund (IN) $1.8B · 11,039
- Legacy Plan of the National Retirement Fund (NY) $1.9B · 10,704
Frequently Asked Questions
How did North Central States Regional Council of Carpenters Pension Fund assets move in 2024? ▼
How have Joint Board of Trustees of North Central States Regional Council of plan assets changed over time? ▼
Where does North Central States Regional Council of Carpenters Pension Fund rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on North Central States Regional Council of Carpenters Pension Fund's numbers.
- By total assets, North Central States Regional Council of Carpenters Pension 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 Wisconsin. Compare plans
- Joint Board of Trustees of North Central States Regional Council of's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Construction plans