Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Ohio Carpenters' Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $371M
- Total assets
- 8,330
- Participants
- 97th
- Percentile by assets
- $44,533
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $371M
- total plan assets (2022 EOY)
- 8,330
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $44,533
- avg assets per participant
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Ohio Carpenters' Annuity Plan reports 8,330 participants - 13x that state average ($371M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $362M |
|---|---|
| Net Assets (End of Year) | $370M |
| Net Income | $8M |
| Employer EIN | 341778747 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ohio Carpenters' Annuity Fund)
| 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
- Henry Ford Health System Retirement Savings Plan $1.6B · 15,480
- Construction Industry Retirement Fund of Rockford $475M · 10,395
- IBEW Local 150 Supplemental Pension Fund $248M · 1,286
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $234M · 687
- NECA-IBEW Memphis Retirement Plan $184M · 2,189
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ohio Carpenters' Annuity Plan by total assets, not by location.
- Presbyterian Healthcare Services 401(a) Plan (NM) $372M · 11,300
- Sidley Austin LLP Retirement Plan for Partners (IL) $376M · 616
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $365M · 5,177
- Connecticut Children's Retirement Savings Plan (CT) $377M · 2,969
Frequently Asked Questions
How did Ohio Carpenters' Annuity Plan assets move in 2022? ▼
How have Board of Trustees Ohio Carpenters' Annuity Fund plan assets changed over time? ▼
Where does Ohio Carpenters' Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ohio Carpenters' Annuity Plan? ▼
Next read for Ohio Carpenters' Annuity Plan
Filing takeaways
Ways to act on Ohio Carpenters' Annuity Plan's numbers.
- By total assets, Ohio Carpenters' Annuity Plan 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 Michigan. Compare plans
- Board of Trustees Ohio Carpenters' Annuity Fund's sponsor-wide assets have grown 10.5% since 2022 across 2 plan years on file. More Construction plans