Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity Profit Sharing Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 17,034
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $8,289
- Avg per participant Low balance/head
Official DOL plan name: St. Louis-Kansas City Carpenters Regional Annuity · Sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity · Missouri · Finance & Insurance
$141M in assets, 17,034 participants
Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity's St. Louis-Kansas City Carpenters Regional Annuity reported $141M in total assets and 17,034 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,547 in Finance & Insurance (8,549 peers)
Coverage in Missouri
St. Louis-Kansas City Carpenters Regional Annuity covers 17,034 participants in Missouri, 23x the typical Missouri plan (state average ~737 per filing). Assets: $141M.
- #7,547
- in Finance & Insurance (8,549 peers)
- +42.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
St. Louis-Kansas City Carpenters Regional Annuity's outsized position by total assets
St. Louis-Kansas City Carpenters Regional Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,193,675 Top 7% higher than 93% 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
St. Louis-Kansas City Carpenters Regional Annuity'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. St. Louis-Kansas City Carpenters Regional Annuity is a mega filing (17,034 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Louis-Kansas City Carpenters Regional Annuity end-of-year assets rose from $99M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- St. Louis-Kansas City Carpenters Regional Annuity reported net income rose from $33M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- St. Louis-Kansas City Carpenters Regional Annuity reported participants fell from 23,861 in the plan year 2023 filing to 17,034 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371942230 · Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity PY 2024 · Profit Sharing
St. Louis-Kansas City Carpenters Regional Annuity · $141M · 17,034 · 93rd
- 5500 $141M
- 5500 17,034
- 5500 93rd
- 5500 Profit Sharing
- 5500 near General Building Laborers' Local 66 Annuity Fund
- 5500 ind #7547
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 Finance & Insurance retirement plans → · Plans in Missouri →
St. Louis-Kansas City Carpenters Regional Annuity in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $42M |
| Employer EIN | 371942230 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity)
Sponsor-wide plan assets over time
All Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 113.74258505564792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,920 | $66M |
| 2023 | 1 | 23,861 | $99M |
| 2024 | 1 | 17,034 | $141M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
Scale composition for St. Louis-Kansas City Carpenters Regional Annuity
St. Louis-Kansas City Carpenters Regional Annuity reports $141M in end-of-year assets across 17,034 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $8,289 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $42M.
This plan identity (EIN 371942230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $141M (+113.7%) while covered participants moved from 20,920 to 17,034 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,920 | $66M | Open filing |
| 2023 | 23,861 | $99M | Open filing |
| 2024 · index core | 17,034 | $141M | This page |
St. Louis-Kansas City Carpenters Regional Annuity's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is General Building Laborers' Local 66 Annuity Fund in NY ($141M); by covered participants it is St. Luke's Health System Performance Incentive and 401(a) Matching Plan in ID (17,370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- General Building Laborers' Local 66 Annuity Fund (NY) $141M · 2,415
- Steamship Trade Association of Baltimore, Incorporated International Longshoremen's Assoc. Severance and Annuity Plan (MD) $141M · 2,657
- Local Union No. 41 IBEW Annuity Fund (NY) $141M · 1,495
- Pillsbury Winthrop Shaw Pittman LLP Retirement Savings Plan No. 2 (CA) $143M · 595
Similar participant headcount
Nearest other-state filings by covered participants (17,034 participants); asset peers above are excluded.
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) 17,370 · 336 off
- Midwest Operating Engineers Retirement Enhancement (IL) 16,506 · 528 off
- Maximus Gsa Retirement Plan (VA) 16,482 · 552 off
- Sentara 401(a) Retirement Plan (VA) 17,694 · 660 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.