401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$250M
Total assets Near avg plan size
4,311
Participants Above avg headcount
95th
Percentile by assets National rank
$58,042
Avg per participant Low balance/head
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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.

  • #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.

#8,536
in Construction (9,039 peers)
+16.2%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Northern California Carpenters 401(k) Trust Fund's outsized position by total assets

Northern California Carpenters 401(k) Trust Fund vs every filed plan by assets

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

$250,218,836 Top 5% higher than 95% 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

Northern California Carpenters 401(k) Trust Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern California Carpenters 401(k) Trust Fund lands in the large band (4,311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 800204601 · Board of Trustees, Northern California Carpenters 401(k) Trust Fund PY 2024 · 401(k)

Northern California Carpenters 401(k) Trust Fund · $250M · 4,311 · 95th

  • BOY $250M
  • SCH 4,311
  • EBSA 95th
  • PART 401(k)
  • TYPE near Southwire Company Hourly 401(k) Plan
  • NET ind #8536

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 →

Northern California Carpenters 401(k) Trust Fund in the asset neighbourhood

Insulet Corporation 401(k) Profit Sharing PlanInsulet Corporation 401(k) P…$250MNorthern California Carpenters 401(k) Trust FundNorthern California Carpente…$250MSouthwire Company Hourly 401(k) PlanSouthwire Company Hourly 401…$250MHydraforce, Inc. 401(k) Plan$250MSummit Racing Equipment Retirement PlanSummit Racing Equipment Reti…$250M
End-of-year total assets ($M) among Northern California Carpenters 401(k) Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$250M
Net Income$35M
Employer EIN800204601
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, Northern California Carpenters 401(k) Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$250M 42.102688416819895% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $176M $250M ▲ +42.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Northern California Carpenters 401(k) Trust Fund, Total assets ($B): 0.250218836 · Participants: 4311Northern California Carpenters 401(k) Trust FundGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Northern California Carpenters 401(k) Trust Fund vs. nearby 401(k) plans in California, assets vs. participants
Compare Northern California Carpenters 401(k) Trust Fund side-by-side with 3 peers →

Northern California Carpenters 401(k) Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southwire Company Hourly 401(k) Plan in GA ($250M); by covered participants it is Olympus Corporation of the Americas 401(k) Savings Plan in PA (4,312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,311 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 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).
Which 401(k) plans cover a similar participant headcount to Northern California Carpenters 401(k) Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Olympus Corporation of the Americas 401(k) Savings Plan in PA (4,312 participants, $1.1B 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 800204601.

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.