Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Three Rivers Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $214M
- Total assets
- 960
- Participants
- 95th
- Percentile by assets
- $222,574
- Avg per participant
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.
- 95th percentile by assets (of 116,472 plans)
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.
- $214M
- total plan assets (2024 EOY)
- 960
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $222,574
- avg assets per participant
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.
Three Rivers Annuity Fund vs the 2024 asset distribution
By assets, Three Rivers Annuity Fund outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).
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)
| 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.
Three Rivers Annuity Fund vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Three Rivers Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Three Rivers Annuity Fund assets move in 2024? ▼
How have Board of Trustees Three Rivers Annuity Fund plan assets changed over time? ▼
Where does Three Rivers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Three Rivers Annuity Fund? ▼
Next read for Three Rivers Annuity Fund
Scale reading
Ways to act on Three Rivers Annuity Fund's numbers.
- By total assets, Three Rivers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Board of Trustees Three Rivers Annuity Fund's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Construction plans
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 256148728.
Read our methodology - how this data is sourced, computed, and verified.