Money Purchase · DOL Form 5500 · 2023
Mid-Atlantic States District Council Participating Locals Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 2,849
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $45,008
- Avg per participant Low balance/head
Official DOL plan name: Mid-Atlantic States District Council Participating Locals Annuity Fund · Sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund · Virginia · Construction
$128M in assets, 2,849 participants
Mid-Atlantic States District Council Participating Locals Annuity Fund's Mid-Atlantic States District Council Participating Locals Annuity Fund reported $128M in total assets and 2,849 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,239 in Construction (9,030 peers)
Coverage in Virginia
Mid-Atlantic States District Council Participating Locals Annuity Fund covers 2,849 participants in Virginia, 3.6x the typical Virginia plan (state average ~782 per filing). Assets: $128M.
- #8,239
- in Construction (9,030 peers)
- +19.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Mid-Atlantic States District Council Participating Locals Annuity Fund's outsized position by total assets
Mid-Atlantic States District Council Participating Locals Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$128,228,378 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mid-Atlantic States District Council Participating Locals Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-Atlantic States District Council Participating Locals Annuity Fund lands in the large band (2,849 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mid-Atlantic States District Council Participating Locals Annuity Fund reported net income rose from -$16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Mid-Atlantic States District Council Participating Locals Annuity Fund end-of-year assets rose from $108M in the plan year 2022 filing to $128M in the plan year 2023 filing.
- Mid-Atlantic States District Council Participating Locals Annuity Fund reported participants rose from 2,809 in the plan year 2022 filing to 2,849 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541768039 · Mid-Atlantic States District Council Participating Locals Annuity Fund PY 2023 · Money Purchase
Mid-Atlantic States District Council Participating Locals Annuity Fund · $128M · 2,849 · 93rd
- EOY $128M
- EOY 2,849
- EOY 93rd
- EOY Money Purchase
- EOY near Dechert LLP Pension Plan No. 1 for Partners
- EOY ind #8239
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 Virginia →
Mid-Atlantic States District Council Participating Locals Annuity Fund in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $20M |
| Employer EIN | 541768039 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mid-Atlantic States District Council Participating Locals Annuity Fund)
Sponsor-wide plan assets over time
All Mid-Atlantic States District Council Participating Locals Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 37.86717875010252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,809 | $108M |
| 2023 | 1 | 2,849 | $128M |
| 2024 | 1 | 6,604 | $149M |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $53M · 814
Mid-Atlantic States District Council Participating Locals Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Dechert LLP Pension Plan No. 1 for Partners in PA ($127M); by covered participants it is Southern Carpenters Supplemental Pension Plan in TN (2,851 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Dechert LLP Pension Plan No. 1 for Partners (PA) $127M · 253
- South Central Annuity Fund (TX) $129M · 8,750
- NECA-IBEW 177 Pension Fund (FL) $129M · 1,443
- Iron Workers Local 401 Annuity Fund (PA) $129M · 995
Similar participant headcount
Nearest other-state filings by covered participants (2,849 participants); asset peers above are excluded.
- Southern Carpenters Supplemental Pension Plan (TN) 2,851 · 2 off
- Saint Louis University Retirement Plan (MO) 2,863 · 14 off
- Hawaii Laborers' Annuity Fund (HI) 2,894 · 45 off
- Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) 2,898 · 49 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.