Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Eastern Atlantic States Carpenters Annuity Fund Profit Sharing Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 17,441
- Participants
- 99th
- Percentile by assets
- $122,147
- Avg per participant
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.
- 99th percentile by assets (of 126,618 plans)
- #8,944 in Construction (8,993 peers)
Coverage in Pennsylvania
Eastern Atlantic States Carpenters Annuity Fund covers 17,441 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~824 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2023 EOY)
- 17,441
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $122,147
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Eastern Atlantic States Carpenters Annuity Fund reports 17,441 participants - 21x that state average ($2.1B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $88M |
| Employer EIN | 222406812 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Eastern Atlantic States Carpenters Annuity Fund)
| 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
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
- Steamfitters Local Union No. 420 Srp $671M · 6,295
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 (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.019% of 89,805,449 covered participants) - about $122,147 per participant (89% 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 (Profit Sharing, $2.2B, 14,807 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Eastern Atlantic States Carpenters Annuity Fund by total assets, not by location.
- Annuity Plan of the Electrical Industry (NY) $2.2B · 18,907
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) $2.2B · 36,057
- Essentia Health Retirement Plan (MN) $1.9B · 15,491
- University of Notre Dame 403(b) Retirement Plan (IN) $2.4B · 9,969
Frequently Asked Questions
How did Eastern Atlantic States Carpenters Annuity Fund assets move in 2023? ▼
How have Board of Trustees Eastern Atlantic States Carpenters Annuity Fund plan assets changed over time? ▼
Where does Eastern Atlantic States Carpenters Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Eastern Atlantic States Carpenters Annuity Fund? ▼
Next read for Eastern Atlantic States Carpenters Annui…
Filing takeaways
Ways to act on Eastern Atlantic States Carpenters Annuity Fund's numbers.
- By total assets, Eastern Atlantic States Carpenters Annuity Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's sponsor-wide assets have grown 10.5% since 2022 across 3 plan years on file. More Construction plans