Profit Sharing · DOL Form 5500 · 2023

International Union of Painters & Allied Trades DC No. 21 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
4,971
Participants Above avg headcount
95th
Percentile by assets National rank
$40,294
Avg per participant Low balance/head
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Official DOL plan name: International Union of Painters and Allied Trades District Council No. 21 Annuity Fund · Sponsored by International Union of Painters & Allied Trades DC No. 21 Annuity Fund · Pennsylvania · Construction

$200M in assets, 4,971 participants

International Union of Painters & Allied Trades DC No. 21 Annuity Fund's International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported $200M in total assets and 4,971 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,465 in Construction (9,030 peers)

Coverage in Pennsylvania

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund covers 4,971 participants in Pennsylvania, 6.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $200M.

#8,465
in Construction (9,030 peers)
+12.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund's outsized position by total assets

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund vs every filed plan by assets

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

$200,303,609 Top 5% higher than 95% 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

International Union of Painters and Allied Trades District Council No. 21 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. International Union of Painters and Allied Trades District Council No. 21 Annuity Fund lands in the large band (4,971 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported net income rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • International Union of Painters and Allied Trades District Council No. 21 Annuity Fund end-of-year assets rose from $179M in the plan year 2022 filing to $200M in the plan year 2023 filing.
  • International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported participants rose from 4,690 in the plan year 2022 filing to 4,971 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237390182 · International Union of Painters & Allied Trades DC No. 21 Annuity Fund PY 2023 · Profit Sharing

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund · $200M · 4,971 · 95th

  • EIN $200M
  • EIN 4,971
  • EIN 95th
  • EIN Profit Sharing
  • EIN near Cement and Concrete Workers DC Annuity Fund
  • EIN ind #8465

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 →

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund in the asset neighbourhood

International Union of Painters and Allied Trades District Council No. 21 Annuity FundInternational Union of Paint…$200MCement and Concrete Workers DC Annuity FundCement and Concrete Workers …$200MSimpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for PartnersSimpson, Thacher and Bartlet…$200MThree Rivers Annuity Fund$199MChapman and Cutler LLP Retirement PlanChapman and Cutler LLP Retir…$198M
End-of-year total assets ($M) among International Union of Painters and Allied Trades District Council No. 21 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$200M
Net Income$22M
Employer EIN237390182
Plan Effective Date1972-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Union of Painters & Allied Trades DC No. 21 Annuity Fund)

Sponsor-wide plan assets over time

All International Union of Painters & Allied Trades DC No. 21 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$220M 23.09824280407064% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $179M $220M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 4,690 $179M
2023 1 4,971 $200M
2024 1 4,931 $220M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants International Union of Painters and Allied Trades District Council No. 21 Annuity Fund, Total assets ($B): 0.200303609 · Participants: 4971International Union of Painters and Allied Trades District Council No. 21 Annuity FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare International Union of Painters and Allied Trades District Council No. 21 Annuity Fund side-by-side with 3 peers →

International Union of Painters and Allied Trades District Council No. 21 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Cement and Concrete Workers DC Annuity Fund in NY ($200M); by covered participants it is International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund in CA (4,960 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,971 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 International Union of Painters and Allied Trades District Council No. 21 Annuity Fund assets move in 2023? ▼
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund grew at a solid clip - up 12.2% during 2023, from $179M to $200M. Reported net income was $22M.
How have International Union of Painters & Allied Trades DC No. 21 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Union of Painters & Allied Trades DC No. 21 Annuity Fund's sponsor-wide assets grew 23.1%, from $179M to $220M.
Where does International Union of Painters and Allied Trades District Council No. 21 Annuity Fund rank by assets among Form 5500 filers? ▼
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to International Union of Painters and Allied Trades District Council No. 21 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Cement and Concrete Workers DC Annuity Fund in NY ($200M, 1,134 participants).
Which Profit Sharing plans cover a similar participant headcount to International Union of Painters and Allied Trades District Council No. 21 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund in CA (4,960 participants, $67M 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 237390182.

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.