401(k)
2023 plan-year 401(k) DOL Form 5500

Pointers, Cleaners & Caulkers Annuity Fund

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

Sponsored by Board of Trustees of Pointers, · New York · Finance & Insurance

What the 2023 filing shows

Pointers, Cleaners & Caulkers Annuity Fund holds $139M for 2,316 participants — about $60,049 per participant, up 11.2% over the 2023 plan year.

$139M
total plan assets (2023 EOY)
2,316
covered participants
$60,049
avg assets per participant
+11.2%
assets growth YoY
Total Assets (2023)
$139M
Participants
2,316
State
Industry
Finance & Insurance

What the Filing Says About Pointers, Cleaners & Caulkers Annuity Fund

Pointers, Cleaners & Caulkers Annuity Fund is a 401(k) retirement plan sponsored by Board of Trustees of Pointers,, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $139M in total end-of-year assets and covers 2,316 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 136533504, and the plan has been effective since 1972-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $125M at the beginning of 2023 to $139M at year-end — a gain of 11.2%. Net assets (after liabilities) closed the year at $139M, with reported net income of $14M 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 1 prior plan-year filing 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)$125M
Total Assets (End of Year)$139M
Net Assets (End of Year)$139M
Net Income$14M
Plan Type401(k)
Employer EIN136533504
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Pointers,)

Year Plans Participants Total Assets
2022 1 2,338 $125M
2023 1 2,316 $139M

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Frequently Asked Questions

How much money is in the Pointers, Cleaners & Caulkers Annuity Fund?
As of the 2023 Form 5500 filing, Pointers, Cleaners & Caulkers Annuity Fund holds $139M in total assets with 2,316 participants. It is sponsored by Board of Trustees of Pointers,.
What type of plan is Pointers, Cleaners & Caulkers Annuity Fund?
Pointers, Cleaners & Caulkers Annuity Fund is a 401(k) plan. It has been effective since 1972-01-01. The plan is filed with the U.S. Department of Labor under EIN 136533504.
Who sponsors the Pointers, Cleaners & Caulkers Annuity Fund?
Pointers, Cleaners & Caulkers Annuity Fund is sponsored by Board of Trustees of Pointers,, located in New York. The sponsor's EIN is 136533504 and the plan operates in the Finance & Insurance industry.
How did Pointers, Cleaners & Caulkers Annuity Fund perform in 2023?
Pointers, Cleaners & Caulkers Annuity Fund grew by 11.2% during 2023, moving from $125M to $139M in total assets. Net income was $14M.
Where can I find official filings for Pointers, Cleaners & Caulkers Annuity Fund?
Official Form 5500 filings for Pointers, Cleaners & Caulkers Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136533504 or plan name at efast.dol.gov.
How does Pointers, Cleaners & Caulkers Annuity Fund compare to other plans?
You can compare Pointers, Cleaners & Caulkers Annuity Fund against other 401(k) plans on the plan type page, or view plans in New York 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 136533504.

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.