Defined Benefit (Pension) · DOL Form 5500 · 2023

Phoenix Painters' Pension Trust Fund Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
295
Participants Below avg headcount
78th
Percentile by assets National rank
$94,849
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Painters' Pension Trust Fund · Sponsored by Phoenix Painters' Pension Trust Fund · Arizona · Construction

$28M in assets, 295 participants

Phoenix Painters' Pension Trust Fund's Phoenix Painters' Pension Trust Fund reported $28M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,918 in Construction (9,030 peers)

Where Phoenix Painters' Pension Trust Fund sits by assets

Phoenix Painters' Pension Trust Fund sits in the top quartile of all filed plans by assets, $28M for 295 participants (~$94,849/participant), up 21.7% in 2023.

#6,918
in Construction (9,030 peers)
+21.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix Painters' Pension Trust Fund's outsized position by total assets

Phoenix Painters' Pension Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,980,589 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Phoenix Painters' Pension Trust Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Painters' Pension Trust Fund sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Painters' Pension Trust Fund reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phoenix Painters' Pension Trust Fund end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Phoenix Painters' Pension Trust Fund reported participants rose from 277 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 866068085 · Phoenix Painters' Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Phoenix Painters' Pension Trust Fund · $28M · 295 · 78th

  • NET $28M
  • NET 295
  • NET 78th
  • NET Defined Benefit (Pension)
  • NET near Unholtz-Dickie Corporation Retirement Plan
  • NET ind #6918

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 Arizona →

Phoenix Painters' Pension Trust Fund in the asset neighbourhood

Nwi Nashville, LLC Pension PlanNwi Nashville, LLC Pension P…$28MUnholtz-Dickie Corporation Retirement PlanUnholtz-Dickie Corporation R…$28MPhoenix Painters' Pension Trust FundPhoenix Painters' Pension Tr…$28MEnt and Allergy Associates, LLP Cash Balance Pension Plan IEnt and Allergy Associates, …$28MEnt and Allergy Associates, LLP Cash Balance Pension Plan IIEnt and Allergy Associates, …$28M
End-of-year total assets ($M) among Phoenix Painters' Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN866068085
Plan Effective Date1965-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Painters' Pension Trust Fund)

Sponsor-wide plan assets over time

All Phoenix Painters' Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$28M 21.68430406849734% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23M $28M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 277 $23M
2023 1 295 $28M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Phoenix Painters' Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Phoenix Painters' Pension Trust Fund, Total assets ($B): 0.027980589 · Participants: 295Phoenix Painters' Pension Trust FundPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Phoenix Painters' Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Phoenix Painters' Pension Trust Fund side-by-side with 3 peers →

Phoenix Painters' Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Unholtz-Dickie Corporation Retirement Plan in CT ($28M); by covered participants it is Skadden Arps Slate Meagher & Flom Cash Balance Plan in NY (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix Painters' Pension Trust Fund assets move in 2023? ▼
Phoenix Painters' Pension Trust Fund grew sharply - up 21.7% during 2023, from $23M to $28M. Reported net income was $5M.
How have Phoenix Painters' Pension Trust Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Phoenix Painters' Pension Trust Fund's sponsor-wide assets grew 21.7%, from $23M to $28M.
Where does Phoenix Painters' Pension Trust Fund rank by assets among Form 5500 filers? ▼
Phoenix Painters' Pension Trust Fund ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Phoenix Painters' Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unholtz-Dickie Corporation Retirement Plan in CT ($28M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Phoenix Painters' Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Skadden Arps Slate Meagher & Flom Cash Balance Plan in NY (295 participants, $184M in assets).

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 866068085.

Read our methodology - how this data is sourced, computed, and verified.

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