Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 1,351
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $131,691
- Avg per participant Near avg balance/head
Official DOL plan name: Three Rivers Annuity Fund · Sponsored by Board of Trustees Three Rivers Annuity Fund · Pennsylvania · Construction
$178M in assets, 1,351 participants
Board of Trustees Three Rivers Annuity Fund's Three Rivers Annuity Fund reported $178M in total assets and 1,351 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,373 in Construction (9,927 peers)
Where Three Rivers Annuity Fund sits by assets
Three Rivers Annuity Fund sits in the top 5% of all filed plans by assets, $178M for 1,351 participants (~$131,691/participant), down 17.1% in 2022.
- #9,373
- in Construction (9,927 peers)
- -17.1%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Three Rivers Annuity Fund's outsized position by total assets
Three Rivers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$177,914,913 Top 5% higher than 95% 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
Three Rivers Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Annuity Fund lands in the large band (1,351 participants).
Plan-year Form 5500 strip
Filing strip 256148728 · Board of Trustees Three Rivers Annuity Fund PY 2022 · Profit Sharing
Three Rivers Annuity Fund · $178M · 1,351 · 95th
- TYPE $178M
- TYPE 1,351
- TYPE 95th
- TYPE Profit Sharing
- TYPE near Analytic Services Inc. Defined Contribution Retirement Plan
- TYPE ind #9373
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 Pennsylvania →
Three Rivers Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | -$37M |
| Employer EIN | 256148728 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Three Rivers Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Three Rivers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 20.09743668873896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,351 | $178M |
| 2023 | 1 | 1,460 | $199M |
| 2024 | 1 | 960 | $214M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Three Rivers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Analytic Services Inc. Defined Contribution Retirement Plan in VA ($178M); by covered participants it is Kipp DC Retirement Plan in DC (1,351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
- Analytic Services Inc. Defined Contribution Retirement Plan (VA) $178M · 343
- Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners (NY) $177M · 222
- Chapman and Cutler LLP Retirement Plan (IL) $179M · 285
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) $179M · 1,664
Similar participant headcount
Nearest other-state filings by covered participants (1,351 participants); asset peers above are excluded.
- Kipp DC Retirement Plan (DC) 1,351 · 0 off
- Nassau County Ahrc Profit-Sharing Plan (NY) 1,349 · 2 off
- Bac Local 5 New York Annuity Plan (NY) 1,356 · 5 off
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) 1,357 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.