Profit Sharing · DOL Form 5500 · 2024
International Union of Painters & Allied Trades DC No. 21 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $220M
- Total assets Near avg plan size
- 4,931
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $44,569
- Avg per participant Low balance/head
Official DOL plan name: International Union of Painters and Allied Trades District Council No. 21 Annuity Fund · Sponsored by International Union of Painters & Allied Trades DC No. 21 Annuity Fund · Pennsylvania · Construction
$220M in assets, 4,931 participants
International Union of Painters & Allied Trades DC No. 21 Annuity Fund's International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported $220M in total assets and 4,931 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,478 in Construction (9,039 peers)
Coverage in Pennsylvania
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund covers 4,931 participants in Pennsylvania, 6.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $220M.
- #8,478
- in Construction (9,039 peers)
- +9.7%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund's outsized position by total assets
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$219,771,994 Top 5% higher than 95% 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
International Union of Painters and Allied Trades District Council No. 21 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. International Union of Painters and Allied Trades District Council No. 21 Annuity Fund lands in the large band (4,931 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported net income fell from $22M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund end-of-year assets rose from $200M in the plan year 2023 filing to $220M in the plan year 2024 filing.
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund reported participants fell from 4,971 in the plan year 2023 filing to 4,931 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237390182 · International Union of Painters & Allied Trades DC No. 21 Annuity Fund PY 2024 · Profit Sharing
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund · $220M · 4,931 · 95th
- RANK $220M
- PHOTO 4,931
- IND 95th
- EOY Profit Sharing
- 5500 near Tamko Employees Profit Sharing Retirement Plan
- ASSETS ind #8478
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 Pennsylvania →
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | $19M |
| Employer EIN | 237390182 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Union of Painters & Allied Trades DC No. 21 Annuity Fund)
Sponsor-wide plan assets over time
All International Union of Painters & Allied Trades DC No. 21 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 23.09824280407064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,690 | $179M |
| 2023 | 1 | 4,971 | $200M |
| 2024 | 1 | 4,931 | $220M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
International Union of Painters and Allied Trades District Council No. 21 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Tamko Employees Profit Sharing Retirement Plan in KS ($220M); by covered participants it is Altamed Health Services Corporation 403(b) Plan in CA (4,949 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- Tamko Employees Profit Sharing Retirement Plan (KS) $220M · 923
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) $220M · 1,639
- Do It Best Corp. Restated Employees' Savings & Profit Sharing (IN) $219M · 2,068
- Fayez Sarofim & Co. Profit Sharing Plan (TX) $224M · 124
Similar participant headcount
Nearest other-state filings by covered participants (4,931 participants); asset peers above are excluded.
- Altamed Health Services Corporation 403(b) Plan (CA) 4,949 · 18 off
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) 4,949 · 18 off
- Ballad Health 401(a) Plan (TN) 4,963 · 32 off
- The Hospital for Special Surgery 403(b) Plan (NY) 4,968 · 37 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.