Money Purchase · DOL Form 5500 · 2024
Carpenters Annuity Trust Fund for Northern California Money Purchase Plan
Data updated 2026-08-11
- $3.5B
- Total assets
- 24,741
- Participants
- 100th
- Percentile by assets
- $140,763
- Avg per participant
Official DOL plan name: Carpenters Annuity Trust Fund for Northern California · Sponsored by Carpenters Annuity Trust Fund for Northern California · California · Construction
$3.5B in assets, 24,741 participants
Carpenters Annuity Trust Fund for Northern California's Carpenters Annuity Trust Fund for Northern California reported $3.5B in total assets and 24,741 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 123,622 plans)
- #9,007 in Construction (9,039 peers)
Coverage in California
Carpenters Annuity Trust Fund for Northern California covers 24,741 participants in California, 39x the typical California plan (state average ~630 per filing). Assets: $3.5B.
- $3.5B
- total plan assets (2024 EOY)
- 24,741
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $140,763
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carpenters Annuity Trust Fund for Northern California reported net income fell from $280M in the plan year 2023 filing to $226M in the plan year 2024 filing.
- Carpenters Annuity Trust Fund for Northern California end-of-year assets rose from $3.3B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
- Carpenters Annuity Trust Fund for Northern California reported participants fell from 25,961 in the plan year 2023 filing to 24,741 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Carpenters Annuity Trust Fund for Northern California reports 24,741 participants - 39x that state average ($3.5B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $3.3B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $226M |
| Employer EIN | 946534591 |
| Plan Effective Date | 1981-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carpenters Annuity Trust Fund for Northern California)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26,442 | $3.0B |
| 2023 | 1 | 25,961 | $3.3B |
| 2024 | 1 | 24,741 | $3.5B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Carpenters Annuity Trust Fund for Northern California vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Laborers Annuity Plan for Northern California $1.6B · 29,331
Scale composition for Carpenters Annuity Trust Fund for Northern California
Carpenters Annuity Trust Fund for Northern California reports $3.5B in end-of-year assets across 24,741 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $140,763 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $226M.
This plan identity (EIN 946534591, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+17.0%) while covered participants moved from 26,442 to 24,741 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 26,442 | $3.0B | Open filing |
| 2023 | 25,961 | $3.3B | Open filing |
| 2024 · index core | 24,741 | $3.5B | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Carpenters Annuity Trust Fund for Northern California by total assets, not by location.
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) $3.9B · 47,199
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $3.0B · 8,190
- The Mitre Corporation Qualified Retirement Plan (VA) $2.8B · 12,228
- International Brotherhood of Electrical Workers District No. 9 Pension Plan (OR) $2.5B · 29,645
Frequently Asked Questions
How did Carpenters Annuity Trust Fund for Northern California assets move in 2024? ▼
How have Carpenters Annuity Trust Fund for Northern California plan assets changed over time? ▼
Where does Carpenters Annuity Trust Fund for Northern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Carpenters Annuity Trust Fund for Northern California? ▼
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Filing takeaways
Ways to act on Carpenters Annuity Trust Fund for Northern California's numbers.
- By total assets, Carpenters Annuity Trust Fund for Northern California ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Carpenters Annuity Trust Fund for Northern California's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Construction plans