Defined Benefit (Pension) · DOL Form 5500 · 2024

Carpenters Pension Trust Fund Pension Plan

Data updated 2026-08-25

$6.6B
Total assets Very large vs avg
19,919
Participants Very large workforce
100th
Percentile by assets National rank
$330,237
Avg per participant High balance/head
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Official DOL plan name: Carpenters Pension Trust Fund for Northern California · Sponsored by Carpenters Pension Trust Fund · California · Construction

$6.6B in assets, 19,919 participants

Carpenters Pension Trust Fund's Carpenters Pension Trust Fund for Northern California reported $6.6B in total assets and 19,919 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.

  • #9,030 in Construction (9,039 peers)

Coverage in California

Carpenters Pension Trust Fund for Northern California covers 19,919 participants in California, 32x the typical California plan (state average ~630 per filing). Assets: $6.6B.

#9,030
in Construction (9,039 peers)
+9.7%
assets growth YoY
66×
vs typical plan assets (national mean)

Carpenters Pension Trust Fund for Northern California's outsized position by total assets

Carpenters Pension Trust Fund for Northern California vs every filed plan by assets

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

$6,577,985,670 Highest reported value at or above every one 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

Carpenters Pension 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 Pension Trust Fund for Northern California is a mega filing (19,919 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpenters Pension Trust Fund for Northern California reported net income fell from $695M in the plan year 2023 filing to $582M in the plan year 2024 filing.
  • Carpenters Pension Trust Fund for Northern California end-of-year assets rose from $6.0B in the plan year 2023 filing to $6.6B in the plan year 2024 filing.
  • Carpenters Pension Trust Fund for Northern California reported participants fell from 20,998 in the plan year 2023 filing to 19,919 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 946050970 · Carpenters Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Carpenters Pension Trust Fund for Northern California · $6.6B · 19,919 · 100th

  • PART $6.6B
  • TYPE 19,919
  • NET 100th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Bakery & Confectionery Union & Industry International Pension Fund
  • BOY ind #9030

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 Pension Trust Fund for Northern California in the asset neighbourhood

Carpenters Pension Trust Fund for Northern CaliforniaCarpenters Pension Trust Fun…$6.6BBakery & Confectionery Union & Industry International Pension FundBakery & Confectionery Union…$6.6BFirstenergy Corp. Master Pension PlanFirstenergy Corp. Master Pen…$6.5BAltria Retirement Plan$6.4BMid-America Carpenters Regional Council Pension FundMid-America Carpenters Regio…$6.4B
End-of-year total assets ($B) among Carpenters Pension Trust Fund for Northern California and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6.0B
Net Assets (End of Year)$6.6B
Net Income$582M
Employer EIN946050970
Plan Effective Date1958-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Pension Trust Fund)

Sponsor-wide plan assets over time

All Carpenters Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6.6B 24.101398104738752% vs 2022
2024 filing year
$5B$5.5B$6B$6.5B$7B 202220232024 $5.3B $6.58B ▲ +24.2%
Year Plans Participants Total Assets
2022 1 21,193 $5.3B
2023 1 20,998 $6.0B
2024 1 19,919 $6.6B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carpenters Pension Trust Fund for Northern California vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Carpenters Pension Trust Fund for Northern California, Total assets ($B): 6.57798567 · Participants: 19919Carpenters Pension Trust Fund for Northern CaliforniaKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Carpenters Pension Trust Fund for Northern California vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Carpenters Pension Trust Fund for Northern California side-by-side with 3 peers →

Scale composition for Carpenters Pension Trust Fund for Northern California

Carpenters Pension Trust Fund for Northern California reports $6.6B in end-of-year assets across 19,919 participants (0.053% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $330,237 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2024 was $582M.

This plan identity (EIN 946050970, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.3B to $6.6B (+24.1%) while covered participants moved from 21,193 to 19,919 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 21,193 $5.3B Open filing
2023 20,998 $6.0B Open filing
2024 · index core 19,919 $6.6B This page

Carpenters Pension Trust Fund for Northern California's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Bakery & Confectionery Union & Industry International Pension Fund in MD ($6.6B); by covered participants it is The Lilly Retirement Plan in IN (19,897 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (19,919 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 Carpenters Pension Trust Fund for Northern California assets move in 2024? ▼
Carpenters Pension Trust Fund for Northern California grew at a solid clip - up 9.7% during 2024, from $6.0B to $6.6B. Reported net income was $582M.
How have Carpenters Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Pension Trust Fund's sponsor-wide assets grew 24.1%, from $5.3B to $6.6B.
Where does Carpenters Pension Trust Fund for Northern California rank by assets among Form 5500 filers? ▼
Carpenters Pension Trust Fund for Northern California ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Carpenters Pension Trust Fund for Northern California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bakery & Confectionery Union & Industry International Pension Fund in MD ($6.6B, 14,954 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carpenters Pension Trust Fund for Northern California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lilly Retirement Plan in IN (19,897 participants, $11.8B 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 946050970.

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.