Employer · plans filed under one EIN
Bay Area Painters & Tapers Annuity Fund
Dublin, CA · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Bay Area Painters & Tapers Annuity Fund, based in Dublin, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 21,751 participant records and $1.24B in net assets.
The largest is Bay Area Painters & Tapers Annuity Fund, a money purchase plan with 12,666 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $89.5M and participant contributions $0 in the latest plan years; benefits paid were $99.2M. Schedule C compensation reported to service provider organisations totalled $5.5M.
Combined net assets moved from $469M in 2009 to $1.24B in 2024 (up 165%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Bay Area Painters & Tapers Annuity Fund | money purchase plan | 2024 | 12,666 | $542M | $42,830 | $8,155 | $997K |
| Bay Area Painters & Tapers Pension Trust | defined benefit pension plan | 2024 | 9,085 | $699M | $76,975 | $10,313 | $4.5M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 21,751 | $1.24B | $89.5M | $0 |
| 2023 | 2 | 21,806 | $1.15B | $93.8M | $2.9M |
| 2022 | 2 | 21,567 | $1.02B | $92.9M | $0 |
| 2021 | 2 | 22,012 | $1.14B | $91.3M | $12K |
| 2020 | 2 | 22,043 | $990M | $91.7M | $0 |
| 2019 | 2 | 21,505 | $883M | $107M | $0 |
| 2018 | 2 | 19,958 | $721M | $93.0M | $0 |
| 2017 | 2 | 19,189 | $714M | $78.7M | $0 |
| 2016 | 2 | 17,929 | $607M | $64.3M | $0 |
| 2015 | 2 | 17,139 | $564M | $52.2M | $0 |
| 2014 | 2 | 15,111 | $563M | $42.1M | $0 |
| 2013 | 2 | 14,768 | $538M | $39.4M | $0 |
| 2012 | 2 | 14,478 | $471M | $33.5M | $0 |
| 2011 | 2 | 14,177 | $441M | $27.0M | $0 |
| 2010 | 2 | 14,861 | $482M | $28.2M | $0 |
| 2009 | 2 | 15,511 | $469M | $29.1M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Hsba | Contract Administrator; Plan Administrator | 2 | $1,099,189 |
| Sierra Investment Managers | Investment management | 1 | $847,477 |
| Withumsmith+brown, PC | Accounting (including auditing) | 1 | $749,472 |
| John Hancock Retirement Plan SVS | Recordkeeping and information management | 1 | $472,295 |
| Saltzman & Johnson | Legal | 1 | $385,275 |
| Washington Capital | Investment management | 1 | $216,913 |
| US Bank | Custodial (securities) | 1 | $203,113 |
| Dodge & Cox | Investment management | 1 | $196,664 |
| Foundry Partners | Investment management; Consulting (pension) | 1 | $182,928 |
| Asb Allegiance Real Estate Fund | Investment management | 1 | $157,667 |
| Fiera Capital | Investment management | 1 | $157,271 |
| Loomis Sayles | Investment management | 1 | $136,116 |
| Segal Co. | Consulting (pension) | 1 | $135,110 |
| Graystone Consulting | Investment advisory (plan) | 1 | $100,000 |
| Saltzman and Johnson | Legal | 1 | $45,285 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Bay Area Painters & Tapers Annuity Fund have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Bay Area Painters & Tapers Annuity Fund and Bay Area Painters & Tapers Pension Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Bay Area Painters & Tapers Annuity Fund contribute to its plans?
$89,479,125 in employer contributions across these plans in their latest plan years, about $8,890 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Hsba, Sierra Investment Managers, Withumsmith+brown, PC and John Hancock Retirement Plan SVS and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.