Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Bay Area Painters & Tapers Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $439M
- Total assets
- 6,550
- Participants
- 98th
- Percentile by assets
- $66,998
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $439M
- total plan assets (2022 EOY)
- 6,550
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $66,998
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bay Area Painters & Tapers Annuity Fund reports 6,550 participants - 10x that state average ($439M EOY assets).
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)
| 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.
Bay Area Painters & Tapers Annuity Fund vs. nearby Money Purchase plans in California, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bay Area Painters & Tapers Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Bay Area Painters & Tapers Annuity Fund assets move in 2022? ▼
How have Board of Trustees - Bay Area Painters & Tapers Annuity Fund plan assets changed over time? ▼
Where does Bay Area Painters & Tapers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Bay Area Painters & Tapers Annuity Fund? ▼
Next read for Bay Area Painters & Tapers Annuity Fund
Filing takeaways
Ways to act on Bay Area Painters & Tapers Annuity Fund's numbers.
- By total assets, Bay Area Painters & Tapers Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees - Bay Area Painters & Tapers Annuity Fund's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Construction plans