Money Purchase · DOL Form 5500 · 2023
Bay Area Painters & Tapers Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $504M
- Total assets
- 6,552
- Participants
- 97th
- Percentile by assets
- $76,870
- Avg per participant
Official DOL plan name: Bay Area Painters & Tapers Annuity Fund · Sponsored by Bay Area Painters & Tapers Annuity Fund · California · Construction
$504M in assets, 6,552 participants
Bay Area Painters & Tapers Annuity Fund's Bay Area Painters & Tapers Annuity Fund reported $504M in total assets and 6,552 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,776 in Construction (9,030 peers)
Coverage in California
Bay Area Painters & Tapers Annuity Fund covers 6,552 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $504M.
- $504M
- total plan assets (2023 EOY)
- 6,552
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $76,870
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Area Painters & Tapers Annuity Fund reported net income rose from -$52M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Bay Area Painters & Tapers Annuity Fund end-of-year assets rose from $439M in the plan year 2022 filing to $504M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bay Area Painters & Tapers Annuity Fund reports 6,552 participants - 10x that state average ($504M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $439M |
|---|---|
| Net Assets (End of Year) | $503M |
| Net Income | $65M |
| Employer EIN | 946276501 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (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. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Scale composition for Bay Area Painters & Tapers Annuity Fund
Bay Area Painters & Tapers Annuity Fund reports $504M in end-of-year assets across 6,552 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 $76,870 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $65M.
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 | Open filing |
| 2023 | 6,552 | $504M | This page |
| 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.
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) $504M · 2,131
- The Children's Mercy Hospital Retirement Plan (MO) $503M · 6,519
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $500M · 17,454
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $500M · 2,621
Frequently Asked Questions
How did Bay Area Painters & Tapers Annuity Fund assets move in 2023? ▼
How have 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
- 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