Money Purchase · DOL Form 5500 · 2024

Bd of Trustees Painters & Alld Tr Money Purchase Plan

Data updated 2026-08-11

$7M
Total assets: 131
Participants: 49th
Percentile by assets: $54,123
Avg per participant

Official DOL plan name: Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan · Sponsored by Bd of Trustees Painters & Alld Tr · Indiana · Construction

$7M in assets, 131 participants

Bd of Trustees Painters & Alld Tr's Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported $7M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

49th percentile by assets (of 123,622 plans)
#4,246 in Construction (9,039 peers)

Coverage in Indiana

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan covers 131 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

$7M
total plan assets (2024 EOY): 131
covered participants: 49th
percentile by assets (of 123,622 plans): $54,123
avg assets per participant

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported net income rose from $722K in the plan year 2023 filing to $836K in the plan year 2024 filing.
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reported participants fell from 136 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Construction

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan reports 131 participants - about 24% of that state average ($7M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$836K
Employer EIN	621569820
Plan Effective Date	1982-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees Painters & Alld Tr)

Total plan assets by year, all Bd of Trustees Painters & Alld Tr plans on file

Year	Plans	Participants	Total Assets
2022	1	139	$6M
2023	1	136	$6M
2024	1	131	$7M

Nearby Money Purchase Plans in Indiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

I.B.E.W Local 697 Defined Contribution Plan $433M · 986
Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457

Compare Painters and Allied Trades Local Union 1… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan by total assets, not by location.

Colegio Marista Money Purchase Thrift Plan (PR) $7M · 180
Defined Contribution Plan of the New 42nd Street, (NY) $7M · 93
United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan (NY) $7M · 146
F N F Construction, Inc. Davis-Bacon Retirement Plan (AZ) $7M · 532

Frequently Asked Questions

How did Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan assets move in 2024? ▼

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan grew at a solid clip - up 13.3% during 2024, from $6M to $7M. Reported net income was $836K.

How have Bd of Trustees Painters & Alld Tr plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Painters & Alld Tr's sponsor-wide assets grew 28.2%, from $6M to $7M.

Which Money Purchase plans are similar in size to Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Colegio Marista Money Purchase Thrift Plan in PR ($7M, 180 participants).

Next read for Painters and Allied Trades Local Union 1…

Filing takeaways

Ways to act on Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan's numbers.

By total assets, Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
Bd of Trustees Painters & Alld Tr's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Construction plans

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 621569820.