Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Ohio Carpenters' Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$410M
Total assets Above avg plan size
9,314
Participants Very large workforce
97th
Percentile by assets National rank
$44,004
Avg per participant Low balance/head
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Official DOL plan name: Ohio Carpenters' Annuity Plan · Sponsored by Board of Trustees Ohio Carpenters' Annuity Fund · Michigan · Construction

$410M in assets, 9,314 participants

Board of Trustees Ohio Carpenters' Annuity Fund's Ohio Carpenters' Annuity Plan reported $410M in total assets and 9,314 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,717 in Construction (9,030 peers)

Coverage in Michigan

Ohio Carpenters' Annuity Plan covers 9,314 participants in Michigan, 15x the typical Michigan plan (state average ~638 per filing). Assets: $410M.

#8,717
in Construction (9,030 peers)
+10.5%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Ohio Carpenters' Annuity Plan's outsized position by total assets

Ohio Carpenters' Annuity Plan vs every filed plan by assets

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

$409,857,897 Top 3% higher than 97% 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

Ohio Carpenters' Annuity Plan'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. Ohio Carpenters' Annuity Plan lands in the large band (9,314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Carpenters' Annuity Plan reported net income rose from $8M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Ohio Carpenters' Annuity Plan reported participants rose from 8,330 in the plan year 2022 filing to 9,314 in the plan year 2023 filing.
  • Ohio Carpenters' Annuity Plan end-of-year assets rose from $371M in the plan year 2022 filing to $410M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341778747 · Board of Trustees Ohio Carpenters' Annuity Fund PY 2023 · Profit Sharing

Ohio Carpenters' Annuity Plan · $410M · 9,314 · 97th

  • EOY $410M
  • EOY 9,314
  • EOY 97th
  • EOY Profit Sharing
  • EOY near Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan
  • EOY ind #8717

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 Michigan →

Ohio Carpenters' Annuity Plan in the asset neighbourhood

The Arc New York Affiliated Employers 401(k) PlanThe Arc New York Affiliated …$417MStructural Iron Workers Local #1 Annuity PlanStructural Iron Workers Loca…$416MPennsylvania Association of Independent Colleges and Universities Multiple Employer PlanPennsylvania Association of …$413MOhio Carpenters' Annuity Plan$410MMedical Information Technology, Inc. Profit Sharing PlanMedical Information Technolo…$405M
End-of-year total assets ($M) among Ohio Carpenters' Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$371M
Net Assets (End of Year)$409M
Net Income$39M
Employer EIN341778747
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ohio Carpenters' Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ohio Carpenters' Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$410M 10.485669795462064% vs 2022
2023 filing year
$360M$380M$400M$420M 20222023 $371M $410M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 8,330 $371M
2023 2 19,570 $410M

Nearby Profit Sharing Plans in Michigan

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

Ohio Carpenters' Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants Ohio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.20473855 · Participants: 1651Plumbers and Pipefitters Local Union 520 Annuity Plan
Ohio Carpenters' Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Ohio Carpenters' Annuity Plan side-by-side with 3 peers →

Ohio Carpenters' Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan in PA ($413M); by covered participants it is International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in PA (9,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,314 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 Ohio Carpenters' Annuity Plan assets move in 2023? ▼
Ohio Carpenters' Annuity Plan grew at a solid clip - up 10.5% during 2023, from $371M to $410M. Reported net income was $39M.
How have Board of Trustees Ohio Carpenters' Annuity Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees Ohio Carpenters' Annuity Fund's sponsor-wide assets grew 10.5%, from $371M to $410M.
Where does Ohio Carpenters' Annuity Plan rank by assets among Form 5500 filers? ▼
Ohio Carpenters' Annuity Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Ohio Carpenters' Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan in PA ($413M, 2,051 participants).
Which Profit Sharing plans cover a similar participant headcount to Ohio Carpenters' Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in PA (9,386 participants, $530M 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 341778747.

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.