Money Purchase · DOL Form 5500 · 2023
Painters Annuity Council No. 35 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $491M
- Total assets Above avg plan size
- 2,917
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $168,464
- Avg per participant Above avg balance/head
Official DOL plan name: Painters and Allied Trades District Council No.35 Annuity Fund · Sponsored by Painters Annuity Council No. 35 Annuity Fund · Massachusetts · Construction
$491M in assets, 2,917 participants
Painters Annuity Council No. 35 Annuity Fund's Painters and Allied Trades District Council No.35 Annuity Fund reported $491M in total assets and 2,917 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,769 in Construction (9,030 peers)
Coverage in Massachusetts
Painters and Allied Trades District Council No.35 Annuity Fund covers 2,917 participants in Massachusetts, 4.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $491M.
- #8,769
- in Construction (9,030 peers)
- +10.4%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Painters and Allied Trades District Council No.35 Annuity Fund's outsized position by total assets
Painters and Allied Trades District Council No.35 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$491,410,203 Top 3% higher than 97% 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
Painters and Allied Trades District Council No.35 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. Painters and Allied Trades District Council No.35 Annuity Fund lands in the large band (2,917 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Painters and Allied Trades District Council No.35 Annuity Fund reported net income rose from $29M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Painters and Allied Trades District Council No.35 Annuity Fund end-of-year assets rose from $445M in the plan year 2022 filing to $491M in the plan year 2023 filing.
- Painters and Allied Trades District Council No.35 Annuity Fund reported participants rose from 2,827 in the plan year 2022 filing to 2,917 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222489316 · Painters Annuity Council No. 35 Annuity Fund PY 2023 · Money Purchase
Painters and Allied Trades District Council No.35 Annuity Fund · $491M · 2,917 · 97th
- SCH $491M
- EBSA 2,917
- PART 97th
- TYPE Money Purchase
- NET near Southern California Sheet Metal Workers' 401(a) Plan
- BOOK ind #8769
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 Massachusetts →
Painters and Allied Trades District Council No.35 Annuity Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $445M |
|---|---|
| Net Assets (End of Year) | $489M |
| Net Income | $44M |
| Employer EIN | 222489316 |
| Plan Effective Date | 1983-05-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Painters Annuity Council No. 35 Annuity Fund)
Sponsor-wide plan assets over time
All Painters Annuity Council No. 35 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $527M 18.362070571055728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,827 | $445M |
| 2023 | 1 | 2,917 | $491M |
| 2024 | 1 | 3,027 | $527M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Painters and Allied Trades District Council No.35 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Southern California Sheet Metal Workers' 401(a) Plan in CA ($490M); by covered participants it is Iatse Local 8 Annuity Fund in PA (2,927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($491M here).
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $490M · 4,054
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $500M · 2,621
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $500M · 17,454
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $481M · 22,615
Similar participant headcount
Nearest other-state filings by covered participants (2,917 participants); asset peers above are excluded.
- Iatse Local 8 Annuity Fund (PA) 2,927 · 10 off
- Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) 2,898 · 19 off
- Hawaii Laborers' Annuity Fund (HI) 2,894 · 23 off
- Meba Pension Trust-Money Purchase Benefit Plan (MD) 2,948 · 31 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.