Carpenters Annuity Trust Fund for Northern California retirement plans

Carpenters Annuity Trust Fund for Northern California, Oakland, CA. EIN 94-6534591. Annual reports 2009–2024.

Carpenters Annuity Trust Fund for Northern California has one active retirement plan on file, the Carpenters Annuity Trust Fund for Northern California, with 64,162 participants and $3.5 billion in assets in 2024. John Hancock has been its recordkeeper since 2015. No traditional pension plan appears in Carpenters Annuity Trust Fund for Northern California's filings since 2009.

Active plans: 1
Participants: 64,162
Plan assets: $3.5 billion
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Construction

The plan

Carpenters Annuity Trust Fund for Northern California

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-6534591
Participants (2024): 64,162
Net assets (2024): $3.5 billion
Recordkeeper: John HancockEarlier: New York Life Investment Management (2012–2014)
Plan administrator: Carpenters Annuity Trust Fund for Northern California
265 Hegenberger RD, Ste 100
Oakland, CA 94621
(510) 633-0333As filed for 2024
In effect since: August 1, 1981

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	64,162	$3.5 billion	John Hancock
2023	64,255	$3.3 billion	John Hancock
2022	63,048	$3.0 billion	John Hancock
2021	65,315	$2.9 billion	John Hancock
2020	64,733	$3.2 billion	John Hancock
2019	63,527	$2.7 billion	John Hancock
2018	61,641	$2.5 billion	John Hancock
2017	59,372	$2.5 billion	John Hancock
2016	55,812	$2.3 billion	John Hancock
2015	47,181	$2.1 billion	John Hancock
2014	45,046	$2.0 billion	New York Life Investment Management
2013	45,032	$2.0 billion	New York Life Investment Management
2012	47,294	$1.8 billion	New York Life Investment Management
2011	49,019	$1.7 billion	not listed
2010	52,863	$1.7 billion	not listed
2009	55,780	$1.6 billion	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Carpenters Annuity Trust Fund for Northern California. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((510) 633-0333). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Carpenters Annuity Trust Fund for Northern California

If you had money in one of these plans

What these numbers are

Other construction employers in CA