401(k) · DOL Form 5500 · 2024

Board of Trustees, Northern California Carpenters 401(k) Trust Fund 401(k) Plan

Data updated 2026-08-11

$250M
Total assets: 4,311
Participants: 95th
Percentile by assets: $58,042
Avg per participant

Official DOL plan name: Northern California Carpenters 401(k) Trust Fund · Sponsored by Board of Trustees, Northern California Carpenters 401(k) Trust Fund · California · Construction

$250M in assets, 4,311 participants

Board of Trustees, Northern California Carpenters 401(k) Trust Fund's Northern California Carpenters 401(k) Trust Fund reported $250M in total assets and 4,311 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#8,536 in Construction (9,039 peers)

Coverage in California

Northern California Carpenters 401(k) Trust Fund covers 4,311 participants in California, 6.8x the typical California plan (state average ~630 per filing). Assets: $250M.

$250M
total plan assets (2024 EOY): 4,311
covered participants: 95th
percentile by assets (of 123,622 plans): $58,042
avg assets per participant

Northern California Carpenters 401(k) Trust Fund end-of-year assets rose from $215M in the plan year 2023 filing to $250M in the plan year 2024 filing.
Northern California Carpenters 401(k) Trust Fund reported participants rose from 3,759 in the plan year 2023 filing to 4,311 in the plan year 2024 filing.
Northern California Carpenters 401(k) Trust Fund reported net income fell from $39M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Northern California Carpenters 401(k) Trust Fund reports 4,311 participants - 6.8x that state average ($250M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$250M
Net Income	$35M
Employer EIN	800204601
Plan Effective Date	2008-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Northern California Carpenters 401(k) Trust Fund)

Total plan assets by year, all Board of Trustees, Northern California Carpenters 401(k) Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	3,759	$176M
2023	1	3,759	$215M
2024	1	4,311	$250M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Northern California Carpenters 401(k) Trust Fund vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Northern California Carpenters 401(k) Tr… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Northern California Carpenters 401(k) Trust Fund by total assets, not by location.

Southwire Company Hourly 401(k) Plan (GA) $250M · 5,810
Hydraforce, Inc. 401(k) Plan (IL) $250M · 955
Summit Racing Equipment Retirement Plan (OH) $250M · 1,857
Insulet Corporation 401(k) Profit Sharing Plan (MA) $250M · 2,284

Frequently Asked Questions

How did Northern California Carpenters 401(k) Trust Fund assets move in 2024? ▼

Northern California Carpenters 401(k) Trust Fund grew sharply - up 16.2% during 2024, from $215M to $250M. Reported net income was $35M.

How have Board of Trustees, Northern California Carpenters 401(k) Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Northern California Carpenters 401(k) Trust Fund's sponsor-wide assets grew 42.1%, from $176M to $250M.

Where does Northern California Carpenters 401(k) Trust Fund rank by assets among Form 5500 filers? ▼

Northern California Carpenters 401(k) Trust Fund ranks in the 95th 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 401(k) plans are similar in size to Northern California Carpenters 401(k) Trust Fund? ▼

Among 401(k) plans in other states, the closest by assets is Southwire Company Hourly 401(k) Plan in GA ($250M, 5,810 participants).

Next read for Northern California Carpenters 401(k) Tr…

Filing takeaways

Ways to act on Northern California Carpenters 401(k) Trust Fund's numbers.

By total assets, Northern California Carpenters 401(k) Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Board of Trustees, Northern California Carpenters 401(k) Trust Fund's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Construction plans

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 800204601.