Money Purchase · DOL Form 5500 · 2022
Ouellette Plumbing & Heating Money Purchase Plan
Data updated 2026-08-11
- $170K
- Total assets
- 2
- Participants
- 9th
- Percentile by assets
- $85,169
- Avg per participant
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.
- 9th percentile by assets (of 139,126 plans)
- #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.
- $170K
- total plan assets (2022 EOY)
- 2
- covered participants
- 9th
- percentile by assets (of 139,126 plans)
- $85,169
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Ouellette Plumbing & Heating has on file (2022-2024), sponsor-wide plan assets have moved from $272K to $490K, a gain of 80.2%, while reported participants moved from 4 to 8 (+100.0%). Peak year by sponsor assets: 2024 ($490K); trough: 2022 ($272K).
Ouellette Plumbing & Heating multi-year asset trail
| 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 EIN | 030217292 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING 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
- Middlebury College Core Retirement Plan $455M · 1,658
- I.B.E.W. Local 300 - Unit 1 Pension Plan $33M · 188
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust $26M · 431
- Northwestern Medical Center, Inc. Money Purchase Pension Plan $20M · 575
- Arthur C. Knippler, Dmd Money Purchase Plan N/A · 4
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ouellette Plumbing & Heating Money Accumulation Plan by total assets, not by location.
Frequently Asked Questions
How did Ouellette Plumbing & Heating Money Accumulation Plan assets move in 2022? ▼
How have Ouellette Plumbing & Heating plan assets changed over time? ▼
Where does Ouellette Plumbing & Heating Money Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ouellette Plumbing & Heating Money Accumulation Plan? ▼
Next read for Ouellette Plumbing & Heating Money Accum…
Multi-year trail
Ways to act on Ouellette Plumbing & Heating Money Accumulation Plan's numbers.
- By total assets, Ouellette Plumbing & Heating Money Accumulation Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Vermont. Compare plans
- Ouellette Plumbing & Heating's sponsor-wide assets have grown 80.2% since 2022 across 3 plan years on file. More Construction plans