Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $178M
- Total assets
- 1,351
- Participants
- 95th
- Percentile by assets
- $131,691
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $178M
- total plan assets (2022 EOY)
- 1,351
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $131,691
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Three Rivers Annuity Fund outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Three Rivers Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Three Rivers Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Three Rivers Annuity Fund assets move in 2022? ▼
How have Board of Trustees Three Rivers Annuity Fund plan assets changed over time? ▼
Where does Three Rivers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Three Rivers Annuity Fund? ▼
Next read for Three Rivers Annuity Fund
Scale reading
Ways to act on Three Rivers Annuity Fund's numbers.
- By total assets, Three Rivers 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 Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Three Rivers Annuity Fund's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Construction plans