Painters Union Pension Fund Trustees retirement plan: assets, participants and fees
What Painters Union Pension Fund Trustees' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morgan Stanley Smith Barney LLC | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 287 pension plans in construction with 1,000 to 4,999 participants.
| Painters Union Pension Fund Trustees: employer contribution per participant | $5,390 | |
| Peer median | $5,506 |
| Painters Union Pension Fund Trustees: average balance | $79,639 | |
| Peer median | $105,184 |
| Painters Union Pension Fund Trustees: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.59% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $168M at the end of plan year 2021 to $203M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,552 | $203M | $13.8M | $5,390 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 2,637 | $191M | $15.5M | $5,869 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 3,294 | $166M | $14.1M | $4,294 | 0.90% | Not published | Form 5500 ↗ |
| 2021 | 3,313 | $168M | $13.7M | $4,141 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Painters Union Pension Fund Trustees match 401(k) contributions?
The match terms for the Painters Union Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $13.8M in employer contributions, about $5,390 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Painters Union Pension Fund Trustees 401(k) match vested?
The vesting schedule for the Painters Union Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Painters Union Pension Fund Trustees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney LLC. The plan administrator is Painters Union Pension Fund Trustees.
I left Painters Union Pension Fund Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Painters Union Pension Fund Trustees, (248) 358-3340) or the recordkeeper, Morgan Stanley Smith Barney LLC. The Painters Union Pension Fund Trustees old 401(k) page lists the contacts from every plan filing. Find an old Painters Union Pension Fund Trustees 401(k)
Data from the public Form 5500 annual reports Painters Union Pension Fund Trustees filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Painters Union Pension Fund Trustees. Not financial advice. Report a correction · Methodology