Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 960
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $222,574
- Avg per participant Above avg balance/head
Official DOL plan name: Three Rivers Annuity Fund · Sponsored by Board of Trustees Three Rivers Annuity Fund · Ohio · Construction
$214M in assets, 960 participants
Board of Trustees Three Rivers Annuity Fund's Three Rivers Annuity Fund reported $214M in total assets and 960 participants in its 2024 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.
- #8,463 in Construction (9,039 peers)
Where Three Rivers Annuity Fund sits by assets
Three Rivers Annuity Fund sits in the top 5% of all filed plans by assets, $214M for 960 participants (~$222,574/participant), up 7.3% in 2024.
- #8,463
- in Construction (9,039 peers)
- +7.3%
- assets growth YoY
- 2.1×
- 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 2024 · DOL Form 5500
$213,671,250 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Three Rivers Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Annuity Fund sits mid-pack in the medium band (960 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Three Rivers Annuity Fund reported participants fell from 1,460 in the plan year 2023 filing to 960 in the plan year 2024 filing.
- Three Rivers Annuity Fund reported net income fell from $21M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Three Rivers Annuity Fund end-of-year assets rose from $199M in the plan year 2023 filing to $214M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 256148728 · Board of Trustees Three Rivers Annuity Fund PY 2024 · Profit Sharing
Three Rivers Annuity Fund · $214M · 960 · 95th
- TYPE $214M
- NET 960
- BOOK 95th
- VS-ST Profit Sharing
- BOY near The Local 7 Tile Industry Annuity Fund
- SCH ind #8463
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 (2024)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $14M |
| 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 $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Holzer Health System 401a Profit Sharing Plan $183M · 2,110
Three Rivers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is The Local 7 Tile Industry Annuity Fund in NY ($214M); by covered participants it is Automotive Industries Individual Account Retirement Plan in CA (958 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- The Local 7 Tile Industry Annuity Fund (NY) $214M · 1,234
- IBEW-NECA Retirement Plan (MO) $213M · 632
- Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) $214M · 335
- Willamette University Defined Contribution Retirement Plan (OR) $212M · 730
Similar participant headcount
Nearest other-state filings by covered participants (960 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.