Money Purchase · DOL Form 5500 · 2023
Bd of Trustees Painters & Alld Tr Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $45,996
- Avg per participant Low balance/head
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, 136 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 136 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #4,246 in Construction (9,030 peers)
Coverage in Indiana
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan covers 136 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $6M.
- #4,246
- in Construction (9,030 peers)
- +13.1%
- 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 2023 · DOL Form 5500
$6,255,456 49th percentile higher than 49% 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
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2023 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 (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported net income rose from $279K in the plan year 2022 filing to $722K in the plan year 2023 filing.
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported participants fell from 139 in the plan year 2022 filing to 136 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 621569820 · Bd of Trustees Painters & Alld Tr PY 2023 · Money Purchase
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan · $6M · 136 · 49th
- RANK $6M
- RANK 136
- RANK 49th
- RANK Money Purchase
- RANK near The West Oakland Health Council Retirement Savings Plan
- RANK ind #4246
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $722K |
| Employer EIN | 621569820 |
| Plan Effective Date | 1982-06-01 |
| Filing Status | FILING 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
| 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.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $202M · 593
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
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 The West Oakland Health Council Retirement Savings Plan in CA ($6M); by covered participants it is Clearfield Hospital Retirement Plan in PA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.