Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Pointers, Profit Sharing Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 2,316
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $60,049
- Avg per participant Low balance/head
Official DOL plan name: Pointers, Cleaners & Caulkers Annuity Fund · Sponsored by Board of Trustees of Pointers, · New York · Finance & Insurance
$139M in assets, 2,316 participants
Board of Trustees of Pointers,'s Pointers, Cleaners & Caulkers Annuity Fund reported $139M in total assets and 2,316 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,919 in Finance & Insurance (8,869 peers)
Coverage in New York
Pointers, Cleaners & Caulkers Annuity Fund covers 2,316 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $139M.
- #7,919
- in Finance & Insurance (8,869 peers)
- +11.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Pointers, Cleaners & Caulkers Annuity Fund's outsized position by total assets
Pointers, Cleaners & Caulkers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,072,742 Top 7% higher than 93% 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
Pointers, Cleaners & Caulkers 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. Pointers, Cleaners & Caulkers Annuity Fund lands in the large band (2,316 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pointers, Cleaners & Caulkers Annuity Fund end-of-year assets rose from $125M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Pointers, Cleaners & Caulkers Annuity Fund reported participants fell from 2,338 in the plan year 2022 filing to 2,316 in the plan year 2023 filing.
- Pointers, Cleaners & Caulkers Annuity Fund reported net income rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136533504 · Board of Trustees of Pointers, PY 2023 · Profit Sharing
Pointers, Cleaners & Caulkers Annuity Fund · $139M · 2,316 · 93rd
- SCH $139M
- SCH 2,316
- SCH 93rd
- SCH Profit Sharing
- SCH near Sheet Metal, Air, Rail Transportation Local No.27
- SCH ind #7919
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 Finance & Insurance retirement plans → · Plans in New York →
Pointers, Cleaners & Caulkers Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $14M |
| Employer EIN | 136533504 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Pointers,)
Sponsor-wide plan assets over time
All Board of Trustees of Pointers, plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 20.180187574482012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,338 | $125M |
| 2023 | 1 | 2,316 | $139M |
| 2024 | 1 | 2,343 | $150M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Pointers, Cleaners & Caulkers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Sheet Metal, Air, Rail Transportation Local No.27 in NJ ($139M); by covered participants it is Painting Industry Profit Sharing Annuity Plan in OH (2,321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,316 participants); asset peers above are excluded.
- Painting Industry Profit Sharing Annuity Plan (OH) 2,321 · 5 off
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) 2,301 · 15 off
- Greenwich Hospital Retirement and Savings Plan (CT) 2,296 · 20 off
- National Church Residences 3-4-5 401(a) Retirement Plan (OH) 2,337 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.