401(k)
2022 plan-year 401(k) DOL Form 5500

St. Louis-Kansas City Carpenters Regional Annuity

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity · Missouri · Finance & Insurance

What the 2023 filing shows

St. Louis-Kansas City Carpenters Regional Annuity holds $66M for 20,920 participants — about $3,158 per participant, up 49.7% over the 2022 plan year.

$66M
total plan assets (2022 EOY)
20,920
covered participants
$3,158
avg assets per participant
+49.7%
assets growth YoY
Total Assets (2023)
$66M
Participants
20,920
State
Industry
Finance & Insurance

What the Filing Says About St. Louis-Kansas City Carpenters Regional Annuity

St. Louis-Kansas City Carpenters Regional Annuity is a 401(k) retirement plan sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $66M in total end-of-year assets and covers 20,920 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 371942230, and the plan has been effective since 2019-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2022 to $66M at year-end — a gain of 49.7%. Net assets (after liabilities) closed the year at $66M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$66M
Net Assets (End of Year)$66M
Net Income$22M
Plan Type401(k)
Employer EIN371942230
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity)

Year Plans Participants Total Assets
2022 1 20,920 $66M
2023 1 23,861 $99M
2024 1 17,034 $141M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the St. Louis-Kansas City Carpenters Regional Annuity?
As of the 2022 Form 5500 filing, St. Louis-Kansas City Carpenters Regional Annuity holds $66M in total assets with 20,920 participants. It is sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity.
What type of plan is St. Louis-Kansas City Carpenters Regional Annuity?
St. Louis-Kansas City Carpenters Regional Annuity is a 401(k) plan. It has been effective since 2019-05-01. The plan is filed with the U.S. Department of Labor under EIN 371942230.
Who sponsors the St. Louis-Kansas City Carpenters Regional Annuity?
St. Louis-Kansas City Carpenters Regional Annuity is sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity, located in Missouri. The sponsor's EIN is 371942230 and the plan operates in the Finance & Insurance industry.
How did St. Louis-Kansas City Carpenters Regional Annuity perform in 2022?
St. Louis-Kansas City Carpenters Regional Annuity grew by 49.7% during 2022, moving from $44M to $66M in total assets. Net income was $22M.
Where can I find official filings for St. Louis-Kansas City Carpenters Regional Annuity?
Official Form 5500 filings for St. Louis-Kansas City Carpenters Regional Annuity are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371942230 or plan name at efast.dol.gov.
How does St. Louis-Kansas City Carpenters Regional Annuity compare to other plans?
You can compare St. Louis-Kansas City Carpenters Regional Annuity against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 371942230.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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