Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Eastern Atlantic States Carpenters Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
17,441
Participants Very large workforce
99th
Percentile by assets National rank
$122,147
Avg per participant Near avg balance/head
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Official DOL plan name: Eastern Atlantic States Carpenters Annuity Fund · Sponsored by Board of Trustees Eastern Atlantic States Carpenters Annuity Fund · Pennsylvania · Construction

$2.1B in assets, 17,441 participants

Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's Eastern Atlantic States Carpenters Annuity Fund reported $2.1B in total assets and 17,441 participants in its 2023 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.

  • #8,981 in Construction (9,030 peers)

Coverage in Pennsylvania

Eastern Atlantic States Carpenters Annuity Fund covers 17,441 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.1B.

#8,981
in Construction (9,030 peers)
+4.8%
assets growth YoY
21×
vs typical plan assets (national mean)

Eastern Atlantic States Carpenters Annuity Fund's outsized position by total assets

Eastern Atlantic States Carpenters Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,130,363,910 Top 1% higher than 99% of 127,068 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 2023

Eastern Atlantic States Carpenters Annuity Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastern Atlantic States Carpenters Annuity Fund is a mega filing (17,441 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastern Atlantic States Carpenters Annuity Fund reported net income rose from -$221M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Eastern Atlantic States Carpenters Annuity Fund reported participants rose from 8,058 in the plan year 2022 filing to 17,441 in the plan year 2023 filing.
  • Eastern Atlantic States Carpenters Annuity Fund end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222406812 · Board of Trustees Eastern Atlantic States Carpenters Annuity Fund PY 2023 · Profit Sharing

Eastern Atlantic States Carpenters Annuity Fund · $2.1B · 17,441 · 99th

  • EBSA $2.1B
  • EBSA 17,441
  • EBSA 99th
  • EBSA Profit Sharing
  • EBSA near Annuity Plan of the Electrical Industry
  • EBSA ind #8981

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 Pennsylvania →

Eastern Atlantic States Carpenters Annuity Fund in the asset neighbourhood

University of Notre Dame 403(b) Retirement PlanUniversity of Notre Dame 403…$2.4BTax Deferred Savings Plan of Novant Health, Inc.Tax Deferred Savings Plan of…$2.2BAnnuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.2BEastern Atlantic States Carpenters Annuity FundEastern Atlantic States Carp…$2.1BEssentia Health Retirement PlanEssentia Health Retirement P…$1.9B
End-of-year total assets ($B) among Eastern Atlantic States Carpenters Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.1B
Net Income$88M
Employer EIN222406812
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Eastern Atlantic States Carpenters Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Eastern Atlantic States Carpenters Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 10.485560369730178% vs 2022
2024 filing year
$2B$2.1B$2.2B$2.3B 202220232024 $2.03B $2.25B ▲ +10.8%
Year Plans Participants Total Assets
2022 1 8,058 $2.0B
2023 1 17,441 $2.1B
2024 1 14,807 $2.2B

Nearby Profit Sharing Plans in Pennsylvania

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

Eastern Atlantic States Carpenters Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Eastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.671059968 · Participants: 6295Steamfitters Local Union No. 420 Srp
Eastern Atlantic States Carpenters Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Eastern Atlantic States Carpenters Annuity Fund side-by-side with 3 peers →

Scale composition for Eastern Atlantic States Carpenters Annuity Fund

Eastern Atlantic States Carpenters Annuity Fund reports $2.1B in end-of-year assets across 17,441 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $122,147 per participant (88% of the national average assets-per-participant) . Net income for plan year 2023 was $88M.

This plan identity (EIN 222406812, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.2B (+10.5%) while covered participants moved from 8,058 to 14,807 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,058 $2.0B Open filing
2023 17,441 $2.1B This page
2024 · index core 14,807 $2.2B Open filing

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

Eastern Atlantic States Carpenters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Annuity Plan of the Electrical Industry in NY ($2.2B); by covered participants it is Ufcw Retirement and Savings Plan in NJ (17,516 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (17,441 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eastern Atlantic States Carpenters Annuity Fund assets move in 2023? ▼
Eastern Atlantic States Carpenters Annuity Fund edged up modestly - up 4.8% during 2023, from $2.0B to $2.1B. Reported net income was $88M.
How have Board of Trustees Eastern Atlantic States Carpenters Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's sponsor-wide assets grew 10.5%, from $2.0B to $2.2B.
Where does Eastern Atlantic States Carpenters Annuity Fund rank by assets among Form 5500 filers? ▼
Eastern Atlantic States Carpenters Annuity Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Eastern Atlantic States Carpenters Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Annuity Plan of the Electrical Industry in NY ($2.2B, 18,907 participants).
Which Profit Sharing plans cover a similar participant headcount to Eastern Atlantic States Carpenters Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ufcw Retirement and Savings Plan in NJ (17,516 participants, $168M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222406812.

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.