Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Ohio Carpenters' Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 10,256
- Participants Very large workforce
Official DOL plan name: Ohio Carpenters' Annuity Plan · Sponsored by Board of Trustees Ohio Carpenters' Annuity Fund · Michigan · Construction
N/A in assets, 10,256 participants
Board of Trustees Ohio Carpenters' Annuity Fund's Ohio Carpenters' Annuity Plan reported N/A in total assets and 10,256 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Michigan
Ohio Carpenters' Annuity Plan covers 10,256 participants in Michigan, 16x the typical Michigan plan (state average ~638 per filing). Assets: N/A.
- $20M
- reported net income
Ohio Carpenters' Annuity Plan'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. Ohio Carpenters' Annuity Plan is a mega filing (10,256 participants), the rightmost band on the breakdown.
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 $20M in the plan year 2023 filing.
- Ohio Carpenters' Annuity Plan reported participants rose from 8,330 in the plan year 2022 filing to 10,256 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341778747 · Board of Trustees Ohio Carpenters' Annuity Fund PY 2023 · Profit Sharing
Ohio Carpenters' Annuity Plan · N/A · 10,256
- PCT N/A
- PCT 10,256
- PCT PY 2023
- PCT Profit Sharing
- PCT near Baylor College of Medicine Retirement Plan
- PCT 16× state
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 →
Michigan filing particulars
| Total Assets (Beginning of Year) | $410M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $20M |
| Employer EIN | 341778747 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING 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
| 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.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Ohio Carpenters' Annuity Plan's closest out-of-state Profit Sharing peers by headcount
Outside Michigan, the nearest Profit Sharing by covered participants is Baylor College of Medicine Retirement Plan in TX (10,240 participants; this filing: 10,256 participants).
Similar participant headcount
Nearest other-state filings by covered participants (10,256 participants); asset peers above are excluded.
- Baylor College of Medicine Retirement Plan (TX) 10,240 · 16 off
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) 10,204 · 52 off
- Operating Engineers Local 825 Profit Sharing Fund (NJ) 10,336 · 80 off
- Aspirus, Inc. Retirement Plan (WI) 10,161 · 95 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.