Other
2023 plan-year Other DOL Form 5500

Bay Area Painters & Tapers Pension Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bay Area Painters & Tapers Pension Trust · California · Construction

What the 2023 filing shows

Bay Area Painters & Tapers Pension Trust holds $644M for 3,669 participants — about $175,447 per participant, up 11.0% over the 2023 plan year.

$644M
total plan assets (2023 EOY)
3,669
covered participants
$175,447
avg assets per participant
+11.0%
assets growth YoY
Total Assets (2023)
$644M
Participants
3,669
State
Industry
Construction

What the Filing Says About Bay Area Painters & Tapers Pension Trust

Bay Area Painters & Tapers Pension Trust is a Other retirement plan sponsored by Bay Area Painters & Tapers Pension Trust, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $644M in total end-of-year assets and covers 3,669 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 946276501, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $580M at the beginning of 2023 to $644M at year-end — a gain of 11.0%. Net assets (after liabilities) closed the year at $643M, with reported net income of $64M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$580M
Total Assets (End of Year)$644M
Net Assets (End of Year)$643M
Net Income$64M
Plan TypeOther
Employer EIN946276501
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Painters & Tapers Pension Trust)

Year Plans Participants Total Assets
2022 2 10,469 $1.0B
2023 2 10,221 $1.1B
2024 2 10,200 $1.2B

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bay Area Painters & Tapers Pension Trust?
As of the 2023 Form 5500 filing, Bay Area Painters & Tapers Pension Trust holds $644M in total assets with 3,669 participants. It is sponsored by Bay Area Painters & Tapers Pension Trust.
What type of plan is Bay Area Painters & Tapers Pension Trust?
Bay Area Painters & Tapers Pension Trust is a Other plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 946276501.
Who sponsors the Bay Area Painters & Tapers Pension Trust?
Bay Area Painters & Tapers Pension Trust is sponsored by Bay Area Painters & Tapers Pension Trust, located in California. The sponsor's EIN is 946276501 and the plan operates in the Construction industry.
How did Bay Area Painters & Tapers Pension Trust perform in 2023?
Bay Area Painters & Tapers Pension Trust grew by 11.0% during 2023, moving from $580M to $644M in total assets. Net income was $64M.
Where can I find official filings for Bay Area Painters & Tapers Pension Trust?
Official Form 5500 filings for Bay Area Painters & Tapers Pension Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946276501 or plan name at efast.dol.gov.
How does Bay Area Painters & Tapers Pension Trust compare to other plans?
You can compare Bay Area Painters & Tapers Pension Trust against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 946276501.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.