Money Purchase · DOL Form 5500 · 2022

Ouellette Plumbing & Heating Money Purchase Plan

Data updated 2026-08-25

$170K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$85,169
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ouellette Plumbing & Heating Money Accumulation Plan · Sponsored by Ouellette Plumbing & Heating · Vermont · Construction

$170K in assets, 2 participants

Ouellette Plumbing & Heating's Ouellette Plumbing & Heating Money Accumulation Plan reported $170K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #792 in Construction (9,927 peers)

Ouellette Plumbing & Heating multi-year trail

Ouellette Plumbing & Heating's plans moved +80.2% in assets from 2022 to 2024; this filing shows Ouellette Plumbing & Heating Money Accumulation Plan at $170K / 2 participants.

#792
in Construction (9,927 peers)
-22.1%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ouellette Plumbing & Heating Money Accumulation Plan among the smaller filed plans by assets

Ouellette Plumbing & Heating Money Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$170,337 9th percentile higher than 9% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ouellette Plumbing & Heating Money Accumulation Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ouellette Plumbing & Heating Money Accumulation Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 030217292 · Ouellette Plumbing & Heating PY 2022 · Money Purchase

Ouellette Plumbing & Heating Money Accumulation Plan · $170K · 2 · 9th

  • VS-ST $170K
  • BOY 2
  • SCH 9th
  • EBSA Money Purchase
  • PART near Dr. Benjamin Medina Profit Sharing & Money Purchase Plan
  • TYPE ind #792

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 Vermont →

Ouellette Plumbing & Heating Money Accumulation Plan in the asset neighbourhood

Ouellette Plumbing & Heating Money Accumulation PlanOuellette Plumbing & Heating…$170KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$171KRancho Los Lobos, Inc. Money Purchase PlanRancho Los Lobos, Inc. Money…$172KRoberto Galindez Profit Sharing PlanRoberto Galindez Profit Shar…$168KRamsey Enterprises Inc Employees' Pension Plan and TrustRamsey Enterprises Inc Emplo…$173K
End-of-year total assets ($M) among Ouellette Plumbing & Heating Money Accumulation Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ouellette Plumbing & Heating multi-year asset trail

Sponsor-wide plan assets over time

All Ouellette Plumbing & Heating plans reported in each filing year

Latest sponsor-wide plan assets
$490K 80.15252586507893% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.49M ▲ +81.5%
Year Plans Participants Total Assets
2022 2 4 $272K
2023 2 8 $383K
2024 2 8 $490K

Ouellette Plumbing & Heating filing trail (2022)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$170K
Net Income-$48K
Employer EIN030217292
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Vermont

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

Ouellette Plumbing & Heating Money Accumulation Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants Scatter plot of 5 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Ouellette Plumbing & Heating Money Accumulation Plan, Total assets ($M): 0.170337 · Participants: 2Ouellette Plumbing & Heating Money Accumulation PlanMiddlebury College Core Retirement Plan, Total assets ($M): 455.364556 · Participants: 1658Middlebury College Core Retirement PlanI.B.E.W. Local 300 - Unit 1 Pension Plan, Total assets ($M): 33.202483 · Participants: 188I.B.E.W. Local 300 - Unit 1 Pension PlanBrattleboro Memorial Hospital Money Purchase Pension Plan and Trust, Total assets ($M): 26.194635 · Participants: 431Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustNorthwestern Medical Center, Inc. Money Purchase Pension Plan, Total assets ($M): 19.50872 · Participants: 575Northwestern Medical Center, Inc. Money Purchase Pension Plan
Ouellette Plumbing & Heating Money Accumulation Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Compare Ouellette Plumbing & Heating Money Accumulation Plan side-by-side with 3 peers →

Ouellette Plumbing & Heating Money Accumulation Plan's out-of-state Money Purchase peers by assets and headcount

Outside Vermont, the nearest Money Purchase by assets is Dr. Benjamin Medina Profit Sharing & Money Purchase Plan in PR ($171K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ouellette Plumbing & Heating Money Accumulation Plan assets move in 2022? ▼
Ouellette Plumbing & Heating Money Accumulation Plan declined sharply - down 22.1% during 2022, from $219K to $170K. Reported net income was -$48K.
How have Ouellette Plumbing & Heating plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ouellette Plumbing & Heating's sponsor-wide assets grew 80.2%, from $272K to $490K.
Where does Ouellette Plumbing & Heating Money Accumulation Plan rank by assets among Form 5500 filers? ▼
Ouellette Plumbing & Heating Money Accumulation Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Ouellette Plumbing & Heating Money Accumulation Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr. Benjamin Medina Profit Sharing & Money Purchase Plan in PR ($171K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Ouellette Plumbing & Heating Money Accumulation Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030217292.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.