Money Purchase · DOL Form 5500 · 2022

Bd of Trustees Painters & Alld Tr Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
139
Participants Small participant base
53rd
Percentile by assets National rank
$39,789
Avg per participant Low balance/head
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Official DOL plan name: Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan · Sponsored by Bd of Trustees Painters & Alld Tr · Indiana · Construction

$6M in assets, 139 participants

Bd of Trustees Painters & Alld Tr's Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported $6M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,160 in Construction (9,927 peers)

Coverage in Indiana

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan covers 139 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#5,160
in Construction (9,927 peers)
+5.3%
assets growth YoY

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan's mid-pack asset rank among Construction and all filers

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,530,665 Top 47% higher than 53% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 621569820 · Bd of Trustees Painters & Alld Tr PY 2022 · Money Purchase

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan · $6M · 139 · 53rd

  • VS-ST $6M
  • VS-ST 139
  • VS-ST 53rd
  • VS-ST Money Purchase
  • VS-ST near Hsta-Hstso Retirement Benefit Plan
  • VS-ST ind #5160

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 Indiana →

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan in the asset neighbourhood

Retirement Plan for Classified Employees of Board of Trustees of Beloit CollegeRetirement Plan for Classifi…$6MTeamsters Local 777 Severance and Retirement PlanTeamsters Local 777 Severanc…$6MPainters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$6MHsta-Hstso Retirement Benefit PlanHsta-Hstso Retirement Benefi…$6MStaten Island Physician Practice, P.C. Union Employees Pension PlanStaten Island Physician Prac…$6M
End-of-year total assets ($M) among Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$279K
Employer EIN621569820
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Painters & Alld Tr)

Sponsor-wide plan assets over time

All Bd of Trustees Painters & Alld Tr plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.197043212705886% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.53M $7.09M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 1 136 $6M
2024 1 131 $7M

Nearby Money Purchase Plans in Indiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100020003000 -1000100200300400 Total assets ($M) Participants Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan, Total assets ($M): 5.530665 · Participants: 139Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan side-by-side with 3 peers →

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Hsta-Hstso Retirement Benefit Plan in HI ($6M); by covered participants it is Vitol Inc. Money Purchase Pension Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan assets move in 2022? ▼
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan grew at a solid clip - up 5.3% during 2022, from $5M to $6M. Reported net income was $279K.
How have Bd of Trustees Painters & Alld Tr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Painters & Alld Tr's sponsor-wide assets grew 28.2%, from $6M to $7M.
Which Money Purchase plans are similar in size to Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hsta-Hstso Retirement Benefit Plan in HI ($6M, 48 participants).
Which Money Purchase plans cover a similar participant headcount to Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Vitol Inc. Money Purchase Pension Plan in TX (139 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621569820.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.