Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Eastern Atlantic States Carpenters Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
14,807
Participants Very large workforce
99th
Percentile by assets National rank
$151,649
Avg per participant Above avg balance/head
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Official DOL plan name: Eastern Atlantic States Carpenters Annuity Fund · Sponsored by Board of Trustees Eastern Atlantic States Carpenters Annuity Fund · Pennsylvania · Construction

$2.2B in assets, 14,807 participants

Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's Eastern Atlantic States Carpenters Annuity Fund reported $2.2B in total assets and 14,807 participants in its 2024 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.

  • #8,990 in Construction (9,039 peers)

Coverage in Pennsylvania

Eastern Atlantic States Carpenters Annuity Fund covers 14,807 participants in Pennsylvania, 18x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.2B.

#8,990
in Construction (9,039 peers)
+5.4%
assets growth YoY
23×
vs typical plan assets (national mean)

Eastern Atlantic States Carpenters Annuity Fund's outsized position by total assets

Eastern Atlantic States Carpenters Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,245,462,462 Top 1% higher than 99% of 123,620 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 2024

Eastern Atlantic States Carpenters Annuity Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eastern Atlantic States Carpenters Annuity Fund is a mega filing (14,807 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eastern Atlantic States Carpenters Annuity Fund reported net income rose from $88M in the plan year 2023 filing to $122M in the plan year 2024 filing.
  • Eastern Atlantic States Carpenters Annuity Fund reported participants fell from 17,441 in the plan year 2023 filing to 14,807 in the plan year 2024 filing.
  • Eastern Atlantic States Carpenters Annuity Fund end-of-year assets rose from $2.1B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222406812 · Board of Trustees Eastern Atlantic States Carpenters Annuity Fund PY 2024 · Profit Sharing

Eastern Atlantic States Carpenters Annuity Fund · $2.2B · 14,807 · 99th

  • TYPE $2.2B
  • TYPE 14,807
  • TYPE 99th
  • TYPE Profit Sharing
  • TYPE near Annuity Plan of the Electrical Industry
  • TYPE ind #8990

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 Pennsylvania →

Eastern Atlantic States Carpenters Annuity Fund in the asset neighbourhood

Annuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.3BEastern Atlantic States Carpenters Annuity FundEastern Atlantic States Carp…$2.2BPrisma Health Retirement Savings PlanPrisma Health Retirement Sav…$2.2BAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fund Iuoe Local 15, …$2.1BMid-America Carpenters Regional Council Supplemental Retirement PlanMid-America Carpenters Regio…$2.0B
End-of-year total assets ($B) among Eastern Atlantic States Carpenters Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.2B
Net Income$122M
Employer EIN222406812
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Eastern Atlantic States Carpenters Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Eastern Atlantic States Carpenters Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 10.485560369730178% vs 2022
2024 filing year
$2B$2.1B$2.2B$2.3B 202220232024 $2.03B $2.25B ▲ +10.8%
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 Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Eastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.7276633 · Participants: 6716Steamfitters Local Union No. 420 Srp
Eastern Atlantic States Carpenters Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Eastern Atlantic States Carpenters Annuity Fund side-by-side with 3 peers →

Scale composition for Eastern Atlantic States Carpenters Annuity Fund

Eastern Atlantic States Carpenters Annuity Fund reports $2.2B in end-of-year assets across 14,807 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $151,649 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $122M.

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 Open filing
2024 · index core 14,807 $2.2B This page

Eastern Atlantic States Carpenters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Annuity Plan of the Electrical Industry in NY ($2.3B); by covered participants it is Rochester Regional Health 403(b) Defined Contribution Plan in NY (15,432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14,807 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eastern Atlantic States Carpenters Annuity Fund assets move in 2024? ▼
Eastern Atlantic States Carpenters Annuity Fund grew at a solid clip - up 5.4% during 2024, from $2.1B to $2.2B. Reported net income was $122M.
How have Board of Trustees Eastern Atlantic States Carpenters Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Eastern Atlantic States Carpenters Annuity Fund's sponsor-wide assets grew 10.5%, from $2.0B to $2.2B.
Where does Eastern Atlantic States Carpenters Annuity Fund rank by assets among Form 5500 filers? ▼
Eastern Atlantic States Carpenters Annuity Fund ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Eastern Atlantic States Carpenters Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Annuity Plan of the Electrical Industry in NY ($2.3B, 18,200 participants).
Which Profit Sharing plans cover a similar participant headcount to Eastern Atlantic States Carpenters Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rochester Regional Health 403(b) Defined Contribution Plan in NY (15,432 participants, $987M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222406812.

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.