Money Purchase · DOL Form 5500 · 2022
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $442M
- Total assets
- 19,164
- Participants
- 98th
- Percentile by assets
- $23,046
- Avg per participant
Official DOL plan name: Michigan Regional Council of Carpenters' Annuity Fund · Sponsored by Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund · Michigan · Construction
$442M in assets, 19,164 participants
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund's Michigan Regional Council of Carpenters' Annuity Fund reported $442M in total assets and 19,164 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,671 in Construction (9,927 peers)
Coverage in Michigan
Michigan Regional Council of Carpenters' Annuity Fund covers 19,164 participants in Michigan, 30x the typical Michigan plan (state average ~638 per filing). Assets: $442M.
- $442M
- total plan assets (2022 EOY)
- 19,164
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $23,046
- avg assets per participant
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Michigan Regional Council of Carpenters' Annuity Fund reports 19,164 participants - 30x that state average ($442M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $430M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $7M |
| Employer EIN | 383240423 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,164 | $442M |
| 2023 | 1 | 17,454 | $500M |
| 2024 | 1 | 17,855 | $531M |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Michigan Regional Council of Carpenters' Annuity Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012
- Michigan Laborers' Annuity Fund $100M · 20,434
Scale composition for Michigan Regional Council of Carpenters' Annuity Fund
Michigan Regional Council of Carpenters' Annuity Fund reports $442M in end-of-year assets across 19,164 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $23,046 per participant (17% of the national average assets-per-participant) . Net income for plan year 2022 was $7M.
This plan identity (EIN 383240423, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $442M to $531M (+20.1%) while covered participants moved from 19,164 to 17,855 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,164 | $442M | This page |
| 2023 | 17,454 | $500M | Open filing |
| 2024 · index core | 17,855 | $531M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Michigan Regional Council of Carpenters' Annuity Fund (Money Purchase, $531M, 17,855 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Michigan Regional Council of Carpenters' Annuity Fund by total assets, not by location.
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $441M · 6,972
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $444M · 4,288
- Bay Area Painters & Tapers Annuity Fund (CA) $439M · 6,550
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $445M · 2,827
Frequently Asked Questions
How did Michigan Regional Council of Carpenters' Annuity Fund assets move in 2022? ▼
How have Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund plan assets changed over time? ▼
Where does Michigan Regional Council of Carpenters' Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Michigan Regional Council of Carpenters' Annuity Fund? ▼
Next read for Michigan Regional Council of Carpenters'…
Filing takeaways
Ways to act on Michigan Regional Council of Carpenters' Annuity Fund's numbers.
- By total assets, Michigan Regional Council of Carpenters' Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Construction plans