Money Purchase · DOL Form 5500 · 2024
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $531M
- Total assets Above avg plan size
- 17,855
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $29,717
- Avg per participant Low balance/head
Official DOL plan name: Michigan Regional Council of Carpenters' Annuity Fund · Sponsored by Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund · Michigan · Construction
$531M in assets, 17,855 participants
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund's Michigan Regional Council of Carpenters' Annuity Fund reported $531M in total assets and 17,855 participants in its 2024 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.
- #8,775 in Construction (9,039 peers)
Coverage in Michigan
Michigan Regional Council of Carpenters' Annuity Fund covers 17,855 participants in Michigan, 28x the typical Michigan plan (state average ~638 per filing). Assets: $531M.
- #8,775
- in Construction (9,039 peers)
- +6.0%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Michigan Regional Council of Carpenters' Annuity Fund's outsized position by total assets
Michigan Regional Council of Carpenters' Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$530,589,285 Top 3% higher than 97% 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
Michigan Regional Council of 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. Michigan Regional Council of Carpenters' Annuity Fund is a mega filing (17,855 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michigan Regional Council of Carpenters' Annuity Fund reported net income fell from $62M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Michigan Regional Council of Carpenters' Annuity Fund end-of-year assets rose from $500M in the plan year 2023 filing to $531M in the plan year 2024 filing.
- Michigan Regional Council of Carpenters' Annuity Fund reported participants rose from 17,454 in the plan year 2023 filing to 17,855 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 383240423 · Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund PY 2024 · Money Purchase
Michigan Regional Council of Carpenters' Annuity Fund · $531M · 17,855 · 97th
- EIN $531M
- RANK 17,855
- PHOTO 97th
- IND Money Purchase
- EOY near Iron Workers District Council of So Oh & Vicinity Annuity Trust
- 5500 ind #8775
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 Regional Council of Carpenters' Annuity Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $500M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | $29M |
| Employer EIN | 383240423 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund)
Sponsor-wide plan assets over time
All Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $531M 20.13504815139854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,164 | $442M |
| 2023 | 1 | 17,454 | $500M |
| 2024 | 1 | 17,855 | $531M |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
- Michiana Area Electrical Workers' Money Purchase Plan $124M · 782
Scale composition for Michigan Regional Council of Carpenters' Annuity Fund
Michigan Regional Council of Carpenters' Annuity Fund reports $531M in end-of-year assets across 17,855 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $29,717 per participant (21% of the national average assets-per-participant) . Net income for plan year 2024 was $29M.
This plan identity (EIN 383240423, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $442M to $531M (+20.1%) while covered participants moved from 19,164 to 17,855 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,164 | $442M | Open filing |
| 2023 | 17,454 | $500M | Open filing |
| 2024 · index core | 17,855 | $531M | This page |
Michigan Regional Council of Carpenters' Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Iron Workers District Council of So Oh & Vicinity Annuity Trust in OH ($533M); by covered participants it is The Permanente Contribution Plan of the Permanente Medical Group, Inc. in CA (18,550 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($531M here).
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $533M · 7,205
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $527M · 3,027
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) $522M · 1,997
- Santa Clara University Defined Contribution Retirement Plan (CA) $520M · 1,889
Similar participant headcount
Nearest other-state filings by covered participants (17,855 participants); asset peers above are excluded.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. (CA) 18,550 · 695 off
- Scripps Health Retirement Savings Plan (CA) 16,148 · 1,707 off
- University of Southern California Defined Contribution Retirement Plan (CA) 19,806 · 1,951 off
- Itpeu Pension Fund (NJ) 15,782 · 2,073 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.