Money Purchase · DOL Form 5500 · 2024
Carpenters Annuity Trust Fund for Northern California Money Purchase Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 24,741
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $140,763
- Avg per participant Near avg balance/head
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.
- #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.
- #9,007
- in Construction (9,039 peers)
- +6.9%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Carpenters Annuity Trust Fund for Northern California's outsized position by total assets
Carpenters Annuity Trust Fund for Northern California vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,482,614,730 Highest reported value at or above every one 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
Carpenters Annuity Trust Fund for Northern California'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. Carpenters Annuity Trust Fund for Northern California is a mega filing (24,741 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 946534591 · Carpenters Annuity Trust Fund for Northern California PY 2024 · Money Purchase
Carpenters Annuity Trust Fund for Northern California · $3.5B · 24,741 · 100th
- 5500 $3.5B
- 5500 24,741
- 5500 100th
- 5500 Money Purchase
- 5500 near Young Men's Christian Association Retirement Fund Retirement Plan
- 5500 ind #9007
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 California →
Carpenters Annuity Trust Fund for Northern California in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carpenters Annuity Trust Fund for Northern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 16.984158345443042% vs 2022
- 2024 filing year
| 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.
- 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 |
Carpenters Annuity Trust Fund for Northern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Young Men's Christian Association Retirement Fund Retirement Plan in NY ($3.9B); by covered participants it is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (25,523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (24,741 participants); asset peers above are excluded.
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 25,523 · 782 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 17,855 · 6,886 off
- Itpeu Pension Fund (NJ) 15,782 · 8,959 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,274 · 9,467 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.