Board of Trustees Ohio Carpenters' Annuity FundProfit-sharing plan
OHIO CARPENTERS' ANNUITY PLAN · TROY, MI · plan year 2023
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees Ohio Carpenters' Annuity Fund reported $2,034,446 in plan administrative expenses for 2023: 0.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,463 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio has held roughly steady near 0.52%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other construction employers. By assets it is the 80th-largest of 2,619 plans among Michigan employers on file, and the 172nd of 5,337 in construction. active participation has grown from 9,314 to 10,256 since 2022.
Board of Trustees Ohio Carpenters' Annuity Fund's 2023 employer contribution ran below the $4,362 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 341778747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.