Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Ohio Carpenters' Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$371M
Total assets Above avg plan size
8,330
Participants Very large workforce
97th
Percentile by assets National rank
$44,533
Avg per participant Low balance/head
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Official DOL plan name: Ohio Carpenters' Annuity Plan · Sponsored by Board of Trustees Ohio Carpenters' Annuity Fund · Michigan · Construction

$371M in assets, 8,330 participants

Board of Trustees Ohio Carpenters' Annuity Fund's Ohio Carpenters' Annuity Plan reported $371M in total assets and 8,330 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #9,621 in Construction (9,927 peers)

Coverage in Michigan

Ohio Carpenters' Annuity Plan covers 8,330 participants in Michigan, 13x the typical Michigan plan (state average ~638 per filing). Assets: $371M.

#9,621
in Construction (9,927 peers)
+2.4%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Ohio Carpenters' Annuity Plan's outsized position by total assets

Ohio Carpenters' Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$370,960,232 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ohio Carpenters' Annuity Plan'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. Ohio Carpenters' Annuity Plan lands in the large band (8,330 participants).

Plan-year Form 5500 strip

Filing strip 341778747 · Board of Trustees Ohio Carpenters' Annuity Fund PY 2022 · Profit Sharing

Ohio Carpenters' Annuity Plan · $371M · 8,330 · 97th

  • RANK $371M
  • RANK 8,330
  • RANK 97th
  • RANK Profit Sharing
  • RANK near Presbyterian Healthcare Services 401(a) Plan
  • RANK ind #9621

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 →

Ohio Carpenters' Annuity Plan in the asset neighbourhood

Connecticut Children's Retirement Savings PlanConnecticut Children's Retir…$377MSidley Austin LLP Retirement Plan for PartnersSidley Austin LLP Retirement…$376MPresbyterian Healthcare Services 401(a) PlanPresbyterian Healthcare Serv…$372MOhio Carpenters' Annuity Plan$371MSteamfitters Local 602 Retirement Savings Plan Savings PlanSteamfitters Local 602 Retir…$365M
End-of-year total assets ($M) among Ohio Carpenters' Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$362M
Net Assets (End of Year)$370M
Net Income$8M
Employer EIN341778747
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ohio Carpenters' Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ohio Carpenters' Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$410M 10.485669795462064% vs 2022
2023 filing year
$360M$380M$400M$420M 20222023 $371M $410M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 8,330 $371M
2023 2 19,570 $410M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ohio Carpenters' Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Ohio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.183620617 · Participants: 2189NECA-IBEW Memphis Retirement Plan
Ohio Carpenters' Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Ohio Carpenters' Annuity Plan side-by-side with 3 peers →

Ohio Carpenters' Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Presbyterian Healthcare Services 401(a) Plan in NM ($372M); by covered participants it is Operating Engineers Local #49 Defined Contribution Plan in MN (8,293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,330 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ohio Carpenters' Annuity Plan assets move in 2022? ▼
Ohio Carpenters' Annuity Plan edged up modestly - up 2.4% during 2022, from $362M to $371M. Reported net income was $8M.
How have Board of Trustees Ohio Carpenters' Annuity Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees Ohio Carpenters' Annuity Fund's sponsor-wide assets grew 10.5%, from $371M to $410M.
Where does Ohio Carpenters' Annuity Plan rank by assets among Form 5500 filers? ▼
Ohio Carpenters' Annuity Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Ohio Carpenters' Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Presbyterian Healthcare Services 401(a) Plan in NM ($372M, 11,300 participants).
Which Profit Sharing plans cover a similar participant headcount to Ohio Carpenters' Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Operating Engineers Local #49 Defined Contribution Plan in MN (8,293 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341778747.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.