Money Purchase · DOL Form 5500 · 2022
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $442M
- Total assets Above avg plan size
- 19,164
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $23,046
- Avg per participant Low balance/head
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.
- #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.
- #9,671
- in Construction (9,927 peers)
- +2.7%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Michigan Regional Council of Carpenters' Annuity Fund's outsized position by total assets
Michigan Regional Council of Carpenters' Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$441,660,692 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Michigan Regional Council of Carpenters' Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michigan Regional Council of Carpenters' Annuity Fund is a mega filing (19,164 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 383240423 · Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund PY 2022 · Money Purchase
Michigan Regional Council of Carpenters' Annuity Fund · $442M · 19,164 · 98th
- EIN $442M
- RANK 19,164
- PHOTO 98th
- IND Money Purchase
- EOY near Iron Workers District Council of So Oh & Vicinity Annuity Trust
- 5500 ind #9671
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 Michigan →
Michigan Regional Council of Carpenters' Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $531M 20.13504815139854% vs 2022
- 2024 filing year
| 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.
- 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)
Michigan Regional Council of Carpenters' Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Iron Workers District Council of So Oh & Vicinity Annuity Trust in OH ($441M); by covered participants it is University of Southern California Defined Contribution Retirement Plan in CA (20,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($442M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (19,164 participants); asset peers above are excluded.
- University of Southern California Defined Contribution Retirement Plan (CA) 20,087 · 923 off
- Operating Engineers Local 12 Defined Contribution Trust (CA) 17,948 · 1,216 off
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. (CA) 17,035 · 2,129 off
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) 21,455 · 2,291 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.