Carpenters Annuity Trust Fund for Northern CaliforniaMoney purchase plan

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Carpenters Annuity Trust Fund for Northern California reported $8,055,152 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,549 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.34% to 0.24%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other construction employers. By assets it is the 40th-largest of 9,483 plans among California employers on file, and the 8th of 5,337 in construction. active participation has shrunk from 25,961 to 22,353 since 2022.