Money Purchase · DOL Form 5500 · 2024

Joint Board of Trustees of North Central States Regional Council of Money Purchase Plan

Data updated 2026-08-25

$378M
Total assets Above avg plan size
10,854
Participants Very large workforce
96th
Percentile by assets National rank
$34,826
Avg per participant Low balance/head
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Official DOL plan name: North Central States Regional Council of Carpenters Supplemental Retirement Plan · Sponsored by Joint Board of Trustees of North Central States Regional Council of · Wisconsin · Construction

$378M in assets, 10,854 participants

Joint Board of Trustees of North Central States Regional Council of's North Central States Regional Council of Carpenters Supplemental Retirement Plan reported $378M in total assets and 10,854 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,674 in Construction (9,039 peers)

Coverage in Wisconsin

North Central States Regional Council of Carpenters Supplemental Retirement Plan covers 10,854 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~563 per filing). Assets: $378M.

#8,674
in Construction (9,039 peers)
+21.6%
assets growth YoY
3.8×
vs typical plan assets (national mean)

North Central States Regional Council of Carpenters Supplemental Retirement Plan's outsized position by total assets

North Central States Regional Council of Carpenters Supplemental Retirement Plan vs every filed plan by assets

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

$378,003,202 Top 4% higher than 96% 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

North Central States Regional Council of Carpenters Supplemental Retirement 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 Central States Regional Council of Carpenters Supplemental Retirement Plan is a mega filing (10,854 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Central States Regional Council of Carpenters Supplemental Retirement Plan end-of-year assets rose from $311M in the plan year 2023 filing to $378M in the plan year 2024 filing.
  • North Central States Regional Council of Carpenters Supplemental Retirement Plan reported net income fell from $76M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • North Central States Regional Council of Carpenters Supplemental Retirement Plan reported participants rose from 10,094 in the plan year 2023 filing to 10,854 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800234499 · Joint Board of Trustees of North Central States Regional Council of PY 2024 · Money Purchase

North Central States Regional Council of Carpenters Supplemental Retirement Plan · $378M · 10,854 · 96th

  • VS-ST $378M
  • BOY 10,854
  • SCH 96th
  • EBSA Money Purchase
  • PART near Northwestern Ohio Plumbers and Pipefitters Retirement and Trust
  • TYPE ind #8674

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 Wisconsin →

North Central States Regional Council of Carpenters Supplemental Retirement Plan in the asset neighbourhood

West Virginia University Medical Corporation Retirement PlanWest Virginia University Med…$392MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$383MUniversity of Dayton Defined Contribution Retirement PlanUniversity of Dayton Defined…$382MNorth Central States Regional Council of Carpenters Supplemental Retirement PlanNorth Central States Regiona…$378MNorthwestern Ohio Plumbers and Pipefitters Retirement and TrustNorthwestern Ohio Plumbers a…$376M
End-of-year total assets ($M) among North Central States Regional Council of Carpenters Supplemental Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$311M
Net Assets (End of Year)$378M
Net Income$67M
Employer EIN800234499
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of North Central States Regional Council of)

Sponsor-wide plan assets over time

All Joint Board of Trustees of North Central States Regional Council of plans reported in each filing year

Latest sponsor-wide plan assets
$378M 60.81764460593727% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $235M $378M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 9,656 $235M
2023 1 10,094 $311M
2024 1 10,854 $378M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

North Central States Regional Council of Carpenters Supplemental Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants North Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.378003202 · Participants: 10854North Central States Regional Council of Carpenters Supplemental Retirement PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.265549143 · Participants: 8328Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.509492798 · Participants: 5326Telephone and Data Systems, Inc. Pension PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.132502999 · Participants: 2145Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.08840844 · Participants: 420Wisconsin Glaziers & Glassworkers Money Purchase FundBrady Funded Retirement Plan, Total assets ($B): 0.085135503 · Participants: 1139Brady Funded Retirement Plan
North Central States Regional Council of Carpenters Supplemental Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare North Central States Regional Council of Carpenters Supplemental Retirement Plan side-by-side with 3 peers →

Scale composition for North Central States Regional Council of Carpenters Supplemental Retirement Plan

North Central States Regional Council of Carpenters Supplemental Retirement Plan reports $378M in end-of-year assets across 10,854 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $34,826 per participant (25% of the national average assets-per-participant) . Net income for plan year 2024 was $67M.

This plan identity (EIN 800234499, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $235M to $378M (+60.8%) while covered participants moved from 9,656 to 10,854 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,656 $235M Open filing
2023 10,094 $311M Open filing
2024 · index core 10,854 $378M This page

North Central States Regional Council of Carpenters Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH ($376M); by covered participants it is Southern Electrical Retirement Fund in TN (11,461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,854 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 North Central States Regional Council of Carpenters Supplemental Retirement Plan assets move in 2024? ▼
North Central States Regional Council of Carpenters Supplemental Retirement Plan grew sharply - up 21.6% during 2024, from $311M to $378M. Reported net income was $67M.
How have Joint Board of Trustees of North Central States Regional Council of plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of North Central States Regional Council of's sponsor-wide assets grew 60.8%, from $235M to $378M.
Where does North Central States Regional Council of Carpenters Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
North Central States Regional Council of Carpenters Supplemental Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH ($376M, 2,118 participants).
Which Money Purchase plans cover a similar participant headcount to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern Electrical Retirement Fund in TN (11,461 participants, $2.2B 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 800234499.

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.