Money Purchase · DOL Form 5500 · 2023

Painters District Council No. 21 Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
333
Participants Below avg headcount
58th
Percentile by assets National rank
$29,076
Avg per participant Low balance/head
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Official DOL plan name: Iupat District Council No. 21 of Northeastern PA Annuity Plan · Sponsored by Painters District Council No. 21 · Pennsylvania · Construction

$10M in assets, 333 participants

Painters District Council No. 21's Iupat District Council No. 21 of Northeastern PA Annuity Plan reported $10M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,084 in Construction (9,030 peers)

Coverage in Pennsylvania

Iupat District Council No. 21 of Northeastern PA Annuity Plan covers 333 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#5,084
in Construction (9,030 peers)
+13.6%
assets growth YoY

Iupat District Council No. 21 of Northeastern PA Annuity Plan's mid-pack asset rank among Construction and all filers

Iupat District Council No. 21 of Northeastern PA Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,682,460 Top 42% higher than 58% of 127,068 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 2023

Iupat District Council No. 21 of Northeastern PA Annuity 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. Iupat District Council No. 21 of Northeastern PA Annuity Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iupat District Council No. 21 of Northeastern PA Annuity Plan reported net income rose from -$72K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Iupat District Council No. 21 of Northeastern PA Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Iupat District Council No. 21 of Northeastern PA Annuity Plan reported participants rose from 308 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232481824 · Painters District Council No. 21 PY 2023 · Money Purchase

Iupat District Council No. 21 of Northeastern PA Annuity Plan · $10M · 333 · 58th

  • EBSA $10M
  • PART 333
  • TYPE 58th
  • NET Money Purchase
  • BOOK near Association Anesthesiologists Money Purchase Plan
  • VS-ST ind #5084

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 Pennsylvania →

Iupat District Council No. 21 of Northeastern PA Annuity Plan in the asset neighbourhood

First District Association Retirement Benefit Program for Union EmployeesFirst District Association R…$10MCommunity Memorial Healthcare Inc. Employees Pension PlanCommunity Memorial Healthcar…$10MIupat District Council No. 21 of Northeastern PA Annuity PlanIupat District Council No. 2…$10MAssociation Anesthesiologists Money Purchase PlanAssociation Anesthesiologist…$10MJ.M.F. Company, Inc. Pension PlanJ.M.F. Company, Inc. Pension…$10M
End-of-year total assets ($M) among Iupat District Council No. 21 of Northeastern PA Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN232481824
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Painters District Council No. 21)

Sponsor-wide plan assets over time

All Painters District Council No. 21 plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.22924904106783% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.52M $10.3M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 308 $9M
2023 1 333 $10M
2024 1 307 $10M

Nearby Money Purchase Plans in Pennsylvania

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

Iupat District Council No. 21 of Northeastern PA Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Iupat District Council No. 21 of Northeastern PA Annuity Plan, Total assets ($M): 9.68246 · Participants: 333Iupat District Council No. 21 of Northeastern PA Annuity PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Iupat District Council No. 21 of Northeastern PA Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Iupat District Council No. 21 of Northeastern PA Annuity Plan side-by-side with 3 peers →

Iupat District Council No. 21 of Northeastern PA Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Association Anesthesiologists Money Purchase Plan in TX ($10M); by covered participants it is Mfow Money Purchase Pension Plan in CA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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.

Frequently Asked Questions

How did Iupat District Council No. 21 of Northeastern PA Annuity Plan assets move in 2023? ▼
Iupat District Council No. 21 of Northeastern PA Annuity Plan grew at a solid clip - up 13.6% during 2023, from $9M to $10M. Reported net income was $1M.
How have Painters District Council No. 21 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Painters District Council No. 21's sponsor-wide assets grew 21.2%, from $9M to $10M.
Which Money Purchase plans are similar in size to Iupat District Council No. 21 of Northeastern PA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Association Anesthesiologists Money Purchase Plan in TX ($10M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Iupat District Council No. 21 of Northeastern PA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mfow Money Purchase Pension Plan in CA (336 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232481824.

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.