Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Bay Area Painters & Tapers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $439M
- Total assets Above avg plan size
- 6,550
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $66,998
- Avg per participant Below avg balance/head
Official DOL plan name: Bay Area Painters & Tapers Annuity Fund · Sponsored by Board of Trustees - Bay Area Painters & Tapers Annuity Fund · California · Construction
$439M in assets, 6,550 participants
Board of Trustees - Bay Area Painters & Tapers Annuity Fund's Bay Area Painters & Tapers Annuity Fund reported $439M in total assets and 6,550 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,667 in Construction (9,927 peers)
Coverage in California
Bay Area Painters & Tapers Annuity Fund covers 6,550 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $439M.
- #9,667
- in Construction (9,927 peers)
- -10.6%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bay Area Painters & Tapers Annuity Fund's outsized position by total assets
Bay Area Painters & Tapers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$438,839,623 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bay Area Painters & Tapers Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Area Painters & Tapers Annuity Fund lands in the large band (6,550 participants).
Plan-year Form 5500 strip
Filing strip 946276501 · Board of Trustees - Bay Area Painters & Tapers Annuity Fund PY 2022 · Money Purchase
Bay Area Painters & Tapers Annuity Fund · $439M · 6,550 · 98th
- 5500 $439M
- ASSETS 6,550
- PCT 98th
- EIN Money Purchase
- RANK near Iron Workers District Council of So Oh & Vicinity Annuity Trust
- PHOTO ind #9667
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 California →
Bay Area Painters & Tapers Annuity Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $491M |
|---|---|
| Net Assets (End of Year) | $439M |
| Net Income | -$52M |
| Employer EIN | 946276501 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Bay Area Painters & Tapers Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees - Bay Area Painters & Tapers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 22.064232413988748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,469 | $1.0B |
| 2023 | 2 | 10,221 | $1.1B |
| 2024 | 2 | 10,200 | $1.2B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Bay Area Painters & Tapers Annuity Fund
Bay Area Painters & Tapers Annuity Fund reports $439M in end-of-year assets across 6,550 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $66,998 per participant (48% of the national average assets-per-participant) . Net income for plan year 2022 was -$52M.
This plan identity (EIN 946276501, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $439M to $544M (+23.9%) while covered participants moved from 6,550 to 6,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,550 | $439M | This page |
| 2023 | 6,552 | $504M | Open filing |
| 2024 · index core | 6,552 | $544M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Bay Area Painters & Tapers Pension Trust (Defined Benefit (Pension), $700M, 3,648 participants)
- Bay Area Painters & Tapers Annuity Fund (Money Purchase, $544M, 6,552 participants)
Bay Area Painters & Tapers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Iron Workers District Council of So Oh & Vicinity Annuity Trust in OH ($441M); by covered participants it is Southeast Laborers Supplemental Pension Fund in TN (6,794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($439M here).
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $441M · 6,972
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $442M · 19,164
- The Children's Mercy Hospital Retirement Plan (MO) $433M · 5,977
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $445M · 2,827
Similar participant headcount
Nearest other-state filings by covered participants (6,550 participants); asset peers above are excluded.
- Southeast Laborers Supplemental Pension Fund (TN) 6,794 · 244 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,837 · 287 off
- Alaska Carpenters Defined Contribution Trust Fund (WA) 6,147 · 403 off
- Iron Workers District Council of New England Annuity Fund (MA) 6,992 · 442 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.