Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity Profit Sharing Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 20,920
- Participants Very large workforce
- 90th
- Percentile by assets National rank
- $3,158
- Avg per participant Low balance/head
Official DOL plan name: St. Louis-Kansas City Carpenters Regional Annuity · Sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity · Missouri · Finance & Insurance
$66M in assets, 20,920 participants
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity's St. Louis-Kansas City Carpenters Regional Annuity reported $66M in total assets and 20,920 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,791 in Finance & Insurance (9,261 peers)
Coverage in Missouri
St. Louis-Kansas City Carpenters Regional Annuity covers 20,920 participants in Missouri, 28x the typical Missouri plan (state average ~737 per filing). Assets: $66M.
- #7,791
- in Finance & Insurance (9,261 peers)
- +49.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
St. Louis-Kansas City Carpenters Regional Annuity's outsized position by total assets
St. Louis-Kansas City Carpenters Regional Annuity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,057,812 Top 10% higher than 90% 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
St. Louis-Kansas City Carpenters Regional Annuity's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Louis-Kansas City Carpenters Regional Annuity is a mega filing (20,920 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 371942230 · Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity PY 2022 · Profit Sharing
St. Louis-Kansas City Carpenters Regional Annuity · $66M · 20,920 · 90th
- ASSETS $66M
- PCT 20,920
- EIN 90th
- RANK Profit Sharing
- PHOTO near Mercedes-Benz Financial Services USA LLC Retirement Plan
- IND ind #7791
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 Finance & Insurance retirement plans → · Plans in Missouri →
St. Louis-Kansas City Carpenters Regional Annuity in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $22M |
| Employer EIN | 371942230 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity)
Sponsor-wide plan assets over time
All Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 113.74258505564792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,920 | $66M |
| 2023 | 1 | 23,861 | $99M |
| 2024 | 1 | 17,034 | $141M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Scale composition for St. Louis-Kansas City Carpenters Regional Annuity
St. Louis-Kansas City Carpenters Regional Annuity reports $66M in end-of-year assets across 20,920 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $3,158 per participant (2% of the national average assets-per-participant) . Net income for plan year 2022 was $22M.
This plan identity (EIN 371942230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $141M (+113.7%) while covered participants moved from 20,920 to 17,034 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,920 | $66M | This page |
| 2023 | 23,861 | $99M | Open filing |
| 2024 · index core | 17,034 | $141M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- St. Louis-Kansas City Carpenters Regional Annuity (Profit Sharing, $141M, 17,034 participants)
St. Louis-Kansas City Carpenters Regional Annuity's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Mercedes-Benz Financial Services USA LLC Retirement Plan in MI ($66M); by covered participants it is Emory Healthcare, Inc. Retirement Savings and Matching Plan in GA (21,075 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Mercedes-Benz Financial Services USA LLC Retirement Plan (MI) $66M · 663
- Southern Illinois Laborers & Employers Annuity Fund (IL) $66M · 1,069
- New Orleans Electrical Annuity Plan (TN) $66M · 1,451
- Iron Workers Local Union No. 404 Annuity Fund (PA) $66M · 1,858
Similar participant headcount
Nearest other-state filings by covered participants (20,920 participants); asset peers above are excluded.
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) 21,075 · 155 off
- Annuity Plan of the Electrical Industry (NY) 19,997 · 923 off
- Maximus Gsa Retirement Plan (VA) 19,971 · 949 off
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 (IL) 21,985 · 1,065 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.