Money Purchase · DOL Form 5500 · 2023
Bay Area Painters & Tapers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $504M
- Total assets Above avg plan size
- 6,552
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $76,870
- Avg per participant Below avg balance/head
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.
- #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.
- #8,776
- in Construction (9,030 peers)
- +14.8%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Bay Area Painters & Tapers Annuity Fund's outsized position by total assets
Bay Area Painters & Tapers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$503,649,133 Top 3% higher than 97% 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
Bay Area Painters & Tapers 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. Bay Area Painters & Tapers Annuity Fund lands in the large band (6,552 participants).
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.
EBSA filing schedule strip
Filing strip 946276501 · Bay Area Painters & Tapers Annuity Fund PY 2023 · Money Purchase
Bay Area Painters & Tapers Annuity Fund · $504M · 6,552 · 97th
- EBSA $504M
- EBSA 6,552
- EBSA 97th
- EBSA Money Purchase
- EBSA near Money Purchase Pension Plan of Wake Forest University Health Sciences
- EBSA ind #8776
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 California →
Bay Area Painters & Tapers Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bay Area Painters & Tapers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 22.064232413988748% vs 2022
- 2024 filing year
| 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.
- 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)
Bay Area Painters & Tapers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($504M); by covered participants it is William Marsh Rice University Defined Contribution Retirement Plan in TX (6,776 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,552 participants); asset peers above are excluded.
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,776 · 224 off
- Southeast Laborers Supplemental Pension Fund (TN) 6,824 · 272 off
- Florida Ubc Supplemental Pension Plan (TN) 6,111 · 441 off
- Local 338 Annuity Fund (NY) 6,065 · 487 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.