Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Mid-Atlantic States District Council Participating Locals Annuity Fund

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

Sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund · Virginia · Construction

What the 2023 filing shows

Mid-Atlantic States District Council Participating Locals Annuity Fund holds $149M for 6,604 participants — about $22,498 per participant, up 15.9% over the 2024 plan year.

$149M
total plan assets (2024 EOY)
6,604
covered participants
$22,498
avg assets per participant
+15.9%
assets growth YoY
Total Assets (2023)
$149M
Participants
6,604
State
Industry
Construction

What the Filing Says About Mid-Atlantic States District Council Participating Locals Annuity Fund

Mid-Atlantic States District Council Participating Locals Annuity Fund is a Money Purchase retirement plan sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $149M in total end-of-year assets and covers 6,604 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 541768039, and the plan has been effective since 1995-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $128M at the beginning of 2024 to $149M at year-end — a gain of 15.9%. Net assets (after liabilities) closed the year at $148M, with reported net income of $20M 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 2 prior plan-year filings 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)$128M
Total Assets (End of Year)$149M
Net Assets (End of Year)$148M
Net Income$20M
Plan TypeMoney Purchase
Employer EIN541768039
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-Atlantic States District Council Participating Locals Annuity Fund)

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.

Frequently Asked Questions

How much money is in the Mid-Atlantic States District Council Participating Locals Annuity Fund?
As of the 2024 Form 5500 filing, Mid-Atlantic States District Council Participating Locals Annuity Fund holds $149M in total assets with 6,604 participants. It is sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund.
What type of plan is Mid-Atlantic States District Council Participating Locals Annuity Fund?
Mid-Atlantic States District Council Participating Locals Annuity Fund is a Money Purchase plan. It has been effective since 1995-06-01. The plan is filed with the U.S. Department of Labor under EIN 541768039.
Who sponsors the Mid-Atlantic States District Council Participating Locals Annuity Fund?
Mid-Atlantic States District Council Participating Locals Annuity Fund is sponsored by Mid-Atlantic States District Council Participating Locals Annuity Fund, located in Virginia. The sponsor's EIN is 541768039 and the plan operates in the Construction industry.
How did Mid-Atlantic States District Council Participating Locals Annuity Fund perform in 2024?
Mid-Atlantic States District Council Participating Locals Annuity Fund grew by 15.9% during 2024, moving from $128M to $149M in total assets. Net income was $20M.
Where can I find official filings for Mid-Atlantic States District Council Participating Locals Annuity Fund?
Official Form 5500 filings for Mid-Atlantic States District Council Participating Locals Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541768039 or plan name at efast.dol.gov.
How does Mid-Atlantic States District Council Participating Locals Annuity Fund compare to other plans?
You can compare Mid-Atlantic States District Council Participating Locals Annuity Fund against other Money Purchase plans on the plan type page, or view plans in Virginia 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 541768039.

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.