Defined Benefit (Pension) · DOL Form 5500 · 2023
Bay Area Painters & Tapers Pension Trust Pension Plan
Data updated 2026-08-25
- $644M
- Total assets Above avg plan size
- 3,669
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $175,447
- Avg per participant Above avg balance/head
Official DOL plan name: Bay Area Painters & Tapers Pension Trust · Sponsored by Bay Area Painters & Tapers Pension Trust · California · Construction
$644M in assets, 3,669 participants
Bay Area Painters & Tapers Pension Trust's Bay Area Painters & Tapers Pension Trust reported $644M in total assets and 3,669 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,839 in Construction (9,030 peers)
Coverage in California
Bay Area Painters & Tapers Pension Trust covers 3,669 participants in California, 5.8x the typical California plan (state average ~630 per filing). Assets: $644M.
- #8,839
- in Construction (9,030 peers)
- +11.0%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Bay Area Painters & Tapers Pension Trust's outsized position by total assets
Bay Area Painters & Tapers Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$643,715,405 Top 2% higher than 98% 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 Pension Trust'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 Pension Trust lands in the large band (3,669 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Area Painters & Tapers Pension Trust reported net income rose from -$69M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Bay Area Painters & Tapers Pension Trust end-of-year assets rose from $580M in the plan year 2022 filing to $644M in the plan year 2023 filing.
- Bay Area Painters & Tapers Pension Trust reported participants fell from 3,919 in the plan year 2022 filing to 3,669 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946276501 · Bay Area Painters & Tapers Pension Trust PY 2023 · Defined Benefit (Pension)
Bay Area Painters & Tapers Pension Trust · $644M · 3,669 · 98th
- SCH $644M
- SCH 3,669
- SCH 98th
- SCH Defined Benefit (Pension)
- SCH near Iron Workers St. Louis District Council Pension Trust
- SCH ind #8839
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 Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $580M |
|---|---|
| Net Assets (End of Year) | $643M |
| Net Income | $64M |
| Employer EIN | 946276501 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Area Painters & Tapers Pension Trust)
Sponsor-wide plan assets over time
All Bay Area Painters & Tapers Pension Trust 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Bay Area Painters & Tapers Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Iron Workers St. Louis District Council Pension Trust in MO ($644M); by covered participants it is American Express Retirement Plan in NY (3,664 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($644M here).
- Iron Workers St. Louis District Council Pension Trust (MO) $644M · 1,935
- Usg Corporation Retirement Plan (IL) $642M · 5,647
- Steamfitters Local Union No. 420 Pension Plan (PA) $646M · 2,456
- Memorial Hermann Pension Plan (TX) $642M · 5,830
Similar participant headcount
Nearest other-state filings by covered participants (3,669 participants); asset peers above are excluded.
- American Express Retirement Plan (NY) 3,664 · 5 off
- Cargill, Inc. and Associated Companies Salaried Employees Pension Plan (MN) 3,651 · 18 off
- Western Pennsylvania Teamsters and Employers Pension Fund (PA) 3,638 · 31 off
- Eversource Pension Plan (CT) 3,717 · 48 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.