Money Purchase · DOL Form 5500 · 2024
Mid-Atlantic States District Council Participating Locals Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 6,604
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $22,498
- Avg per participant Low balance/head
Official DOL plan name: Mid-Atlantic States District Council Participating Locals Annuity Fund · Sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund · Virginia · Construction
$149M in assets, 6,604 participants
Mid-Atlantic States District Council Participating Locals Annuity Fund's Mid-Atlantic States District Council Participating Locals Annuity Fund reported $149M in total assets and 6,604 participants in its 2024 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.
- #8,269 in Construction (9,039 peers)
Coverage in Virginia
Mid-Atlantic States District Council Participating Locals Annuity Fund covers 6,604 participants in Virginia, 8.4x the typical Virginia plan (state average ~782 per filing). Assets: $149M.
- #8,269
- in Construction (9,039 peers)
- +15.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Mid-Atlantic States District Council Participating Locals Annuity Fund's outsized position by total assets
Mid-Atlantic States District Council Participating Locals Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,575,783 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mid-Atlantic States District Council Participating Locals Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-Atlantic States District Council Participating Locals Annuity Fund lands in the large band (6,604 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mid-Atlantic States District Council Participating Locals Annuity Fund reported participants rose from 2,849 in the plan year 2023 filing to 6,604 in the plan year 2024 filing.
- Mid-Atlantic States District Council Participating Locals Annuity Fund end-of-year assets rose from $128M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 541768039 · Mid-Atlantic States District Council Participating Locals Annuity Fund PY 2024 · Money Purchase
Mid-Atlantic States District Council Participating Locals Annuity Fund · $149M · 6,604 · 93rd
- EOY $149M
- 5500 6,604
- ASSETS 93rd
- PCT Money Purchase
- EIN near U a Local 322 Annuity Fund
- RANK ind #8269
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 Virginia →
Mid-Atlantic States District Council Participating Locals Annuity Fund in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $20M |
| Employer EIN | 541768039 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mid-Atlantic States District Council Participating Locals Annuity Fund)
Sponsor-wide plan assets over time
All Mid-Atlantic States District Council Participating Locals Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 37.86717875010252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,809 | $108M |
| 2023 | 1 | 2,849 | $128M |
| 2024 | 1 | 6,604 | $149M |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
- Operating Engineers Local No. 147 Annuity Fund $65M · 2,421
Scale composition for Mid-Atlantic States District Council Participating Locals Annuity Fund
Mid-Atlantic States District Council Participating Locals Annuity Fund reports $149M in end-of-year assets across 6,604 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $22,498 per participant (16% of the national average assets-per-participant) . Net income for plan year 2024 was $20M.
This plan identity (EIN 541768039, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $108M to $149M (+37.9%) while covered participants moved from 2,809 to 6,604 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,809 | $108M | Open filing |
| 2023 | 2,849 | $128M | Open filing |
| 2024 · index core | 6,604 | $149M | This page |
Mid-Atlantic States District Council Participating Locals Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is U a Local 322 Annuity Fund in NJ ($149M); by covered participants it is Western States Insulators and Allied Workers Individual Account Plan in CA (6,552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,604 participants); asset peers above are excluded.
- Western States Insulators and Allied Workers Individual Account Plan (CA) 6,552 · 52 off
- Bay Area Painters & Tapers Annuity Fund (CA) 6,552 · 52 off
- Southeast Laborers Supplemental Pension Fund (TN) 6,709 · 105 off
- The Children's Mercy Hospital Retirement Plan (MO) 6,714 · 110 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.