Money Purchase · DOL Form 5500 · 2022

The Board of Trustees of the in/Ky/Oh Regional Council of Money Purchase Plan

Data updated 2026-08-25

$856M
Total assets Above avg plan size
30,438
Participants Very large workforce
99th
Percentile by assets National rank
$28,112
Avg per participant Low balance/head
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Official DOL plan name: Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan · Sponsored by The Board of Trustees of the in/Ky/Oh Regional Council of · Michigan · Manufacturing

$856M in assets, 30,438 participants

The Board of Trustees of the in/Ky/Oh Regional Council of's Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan reported $856M in total assets and 30,438 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,132 in Manufacturing (20,602 peers)

Coverage in Michigan

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan covers 30,438 participants in Michigan, 48x the typical Michigan plan (state average ~638 per filing). Assets: $856M.

#20,132
in Manufacturing (20,602 peers)
+12.9%
assets growth YoY
8.6×
vs typical plan assets (national mean)

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan's outsized position by total assets

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan vs every filed plan by assets

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

$855,673,183 Top 1% higher than 99% 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

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan'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. Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan is a mega filing (30,438 participants), the rightmost band on the breakdown.

Form 5500 schedule snapshot

Filing strip 351833932 · The Board of Trustees of the in/Ky/Oh Regional Council of PY 2022 · Money Purchase

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan · $856M · 30,438 · 99th

  • ASSETS $856M
  • ASSETS 30,438
  • ASSETS 99th
  • ASSETS Money Purchase
  • ASSETS near Alcon Retirement Plan
  • ASSETS ind #20132

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 Manufacturing retirement plans → · Plans in Michigan →

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan in the asset neighbourhood

Local 68 Engineers Union Annuity PlanLocal 68 Engineers Union Ann…$871MIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanIndiana/Kentucky/Ohio Region…$856MAlcon Retirement Plan$846MTufts University Basic Retirement PlanTufts University Basic Retir…$819MNECA-IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Tr…$817M
End-of-year total assets ($M) among Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$758M
Net Assets (End of Year)$854M
Net Income$97M
Employer EIN351833932
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the in/Ky/Oh Regional Council of)

Sponsor-wide plan assets over time

All The Board of Trustees of the in/Ky/Oh Regional Council of plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 85.80171595724767% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.86B $1.59B ▲ +84.9%
Year Plans Participants Total Assets
2022 1 30,438 $856M
2023 1 31,968 $1.4B
2024 1 35,197 $1.6B

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension PlanMichigan Laborers' Annuity Fund, Total assets ($M): 100.039205 · Participants: 20434Michigan Laborers' Annuity Fund
Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Scale composition for Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan reports $856M in end-of-year assets across 30,438 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.032% of 93,925,755 covered participants) - about $28,112 per participant (20% of the national average assets-per-participant) . Net income for plan year 2022 was $97M.

This plan identity (EIN 351833932, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $856M to $1.6B (+85.8%) while covered participants moved from 30,438 to 35,197 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 30,438 $856M This page
2023 31,968 $1.4B Open filing
2024 · index core 35,197 $1.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Alcon Retirement Plan in TX ($846M); by covered participants it is Laborers Annuity Plan for Northern California in CA (30,063 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($856M here).

Similar participant headcount

Nearest other-state filings by covered participants (30,438 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 Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan assets move in 2022? ▼
Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan grew at a solid clip - up 12.9% during 2022, from $758M to $856M. Reported net income was $97M.
How have The Board of Trustees of the in/Ky/Oh Regional Council of plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the in/Ky/Oh Regional Council of's sponsor-wide assets grew 85.8%, from $856M to $1.6B.
Where does Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Alcon Retirement Plan in TX ($846M, 9,281 participants).
Which Money Purchase plans cover a similar participant headcount to Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Laborers Annuity Plan for Northern California in CA (30,063 participants, $1.4B in assets).