Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 1,460
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $136,414
- Avg per participant Near avg balance/head
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.
- #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.
- #8,459
- in Construction (9,030 peers)
- +11.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Three Rivers Annuity Fund's outsized position by total assets
Three Rivers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,164,348 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Three Rivers Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Annuity Fund lands in the large band (1,460 participants).
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.
Published 5500 schedule card
Filing strip 256148728 · Board of Trustees Three Rivers Annuity Fund PY 2023 · Profit Sharing
Three Rivers Annuity Fund · $199M · 1,460 · 95th
- EIN $199M
- EIN 1,460
- EIN 95th
- EIN Profit Sharing
- EIN near Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners
- EIN ind #8459
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 Ohio →
Three Rivers Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Three Rivers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 20.09743668873896% vs 2022
- 2024 filing year
| 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.
- 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
Three Rivers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners in NY ($200M); by covered participants it is Sartorius Stedim Filters, Inc. Employee Savings and Profit Sharing Plan in PR (1,463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,460 participants); asset peers above are excluded.
- Sartorius Stedim Filters, Inc. Employee Savings and Profit Sharing Plan (PR) 1,463 · 3 off
- New Jersey B.a.C. Annuity Fund (NJ) 1,453 · 7 off
- Local Union No. 41 IBEW Annuity Fund (NY) 1,449 · 11 off
- North American Family Institute, Inc. 403(b) Plan (MA) 1,448 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.