Annuity Fund Annual Investment Return History
Profit Sharing Account
The Mid-Atlantic Regional Council of Carpenters Annuity Fund Profit Sharing Account's interest is based on the Annuity Plan's investment earnings.
Valuations
Most of the accounts are invested in stocks, bonds, real estate and other investment vehicles by professional Investment Managers selected by the Trustees with the advice of a professional Investment Advisor. These are valued once each year on December 31st ("The Valuation Date") or more frequently, at the discretion of the Trustees.
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| Plan Year | Investment Rate of Return |
|---|---|
| 2025 | 12.60% |
| 2024 | 6.52% |