Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $199M
- Total assets
- 1,460
- Participants
- 95th
- Percentile by assets
- $136,414
- Avg per participant
Official DOL plan name: Three Rivers Annuity Fund · Sponsored by Board of Trustees Three Rivers Annuity Fund · Ohio · Construction
$199M in assets, 1,460 participants
Board of Trustees Three Rivers Annuity Fund's Three Rivers Annuity Fund reported $199M in total assets and 1,460 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,459 in Construction (9,030 peers)
Where Three Rivers Annuity Fund sits by assets
Three Rivers Annuity Fund sits in the top 5% of all filed plans by assets, $199M for 1,460 participants (~$136,414/participant), up 11.9% in 2023.
- $199M
- total plan assets (2023 EOY)
- 1,460
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $136,414
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Three Rivers Annuity Fund reported net income rose from -$37M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Three Rivers Annuity Fund end-of-year assets rose from $178M in the plan year 2022 filing to $199M in the plan year 2023 filing.
- Three Rivers Annuity Fund reported participants rose from 1,351 in the plan year 2022 filing to 1,460 in the plan year 2023 filing.
Three Rivers Annuity Fund vs the 2023 asset distribution
By assets, Three Rivers Annuity Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $21M |
| Employer EIN | 256148728 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Three Rivers Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,351 | $178M |
| 2023 | 1 | 1,460 | $199M |
| 2024 | 1 | 960 | $214M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Three Rivers Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
- White Castle Profit Sharing Plan $174M · 4,284
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Three Rivers Annuity Fund by total assets, not by location.
- Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners (NY) $200M · 220
- Cement and Concrete Workers DC Annuity Fund (NY) $200M · 1,134
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund (PA) $200M · 4,971
- Chapman and Cutler LLP Retirement Plan (IL) $198M · 296
Frequently Asked Questions
How did Three Rivers Annuity Fund assets move in 2023? ▼
How have Board of Trustees Three Rivers Annuity Fund plan assets changed over time? ▼
Where does Three Rivers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Three Rivers Annuity Fund? ▼
Next read for Three Rivers Annuity Fund
Scale reading
Ways to act on Three Rivers Annuity Fund's numbers.
- By total assets, Three Rivers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Board of Trustees Three Rivers Annuity Fund's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Construction plans