Money Purchase · DOL Form 5500 · 2024
Joint Board of Trustees of North Central States Regional Council of Money Purchase Plan
Data updated 2026-08-11
- $378M
- Total assets
- 10,854
- Participants
- 96th
- Percentile by assets
- $34,826
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $378M
- total plan assets (2024 EOY)
- 10,854
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $34,826
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. North Central States Regional Council of Carpenters Supplemental Retirement Plan reports 10,854 participants - 19x that state average ($378M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $378M |
| Net Income | $67M |
| Employer EIN | 800234499 |
| Plan Effective Date | 2009-09-01 |
| 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 | 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
- Brady Funded Retirement Plan $85M · 1,139
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 |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to North Central States Regional Council of Carpenters Supplemental Retirement Plan by total assets, not by location.
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust (OH) $376M · 2,118
- University of Dayton Defined Contribution Retirement Plan (OH) $382M · 3,130
- Pamcah-Ua Local 675 Annuity Plan (HI) $383M · 1,504
- West Virginia University Medical Corporation Retirement Plan (WV) $392M · 1,946
Frequently Asked Questions
How did North Central States Regional Council of Carpenters Supplemental Retirement Plan 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 Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to North Central States Regional Council of Carpenters Supplemental Retirement Plan? ▼
Next read for North Central States Regional Council of…
Filing takeaways
Ways to act on North Central States Regional Council of Carpenters Supplemental Retirement Plan's numbers.
- By total assets, North Central States Regional Council of Carpenters Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Joint Board of Trustees of North Central States Regional Council of's sponsor-wide assets have grown 60.8% since 2022 across 3 plan years on file. More Construction plans