Profit Sharing · DOL Form 5500 · 2023
International Union of Painters & Allied Trades DC No. 21 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $200M
- Total assets
- 4,971
- Participants
- 95th
- Percentile by assets
- $40,294
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $200M
- total plan assets (2023 EOY)
- 4,971
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $40,294
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reports 4,971 participants - 6.0x that state average ($200M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $22M |
| Employer EIN | 237390182 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Union of Painters & Allied Trades DC No. 21 Annuity Fund)
| 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to International Union of Painters and Allied Trades District Council No. 21 Annuity Fund by total assets, not by location.
- Cement and Concrete Workers DC Annuity Fund (NY) $200M · 1,134
- Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners (NY) $200M · 220
- Three Rivers Annuity Fund (OH) $199M · 1,460
- Chapman and Cutler LLP Retirement Plan (IL) $198M · 296
Frequently Asked Questions
How did International Union of Painters and Allied Trades District Council No. 21 Annuity Fund assets move in 2023? ▼
How have International Union of Painters & Allied Trades DC No. 21 Annuity Fund plan assets changed over time? ▼
Where does International Union of Painters and Allied Trades District Council No. 21 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to International Union of Painters and Allied Trades District Council No. 21 Annuity Fund? ▼
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Filing takeaways
Ways to act on International Union of Painters and Allied Trades District Council No. 21 Annuity Fund's numbers.
- By total assets, International Union of Painters and Allied Trades District Council No. 21 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 Profit Sharing plans in Pennsylvania. Compare plans
- International Union of Painters & Allied Trades DC No. 21 Annuity Fund's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Construction plans