Money Purchase · DOL Form 5500 · 2022

Asbestos Workers Local 84 Annuity Plan Money Purchase Plan

Data updated 2026-08-11

$10M
Total assets
225
Participants
64th
Percentile by assets
$42,775
Avg per participant
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Official DOL plan name: Asbestos Workers Local 84 Annuity Plan · Sponsored by Asbestos Workers Local 84 Annuity Plan · Indiana · Construction

$10M in assets, 225 participants

Asbestos Workers Local 84 Annuity Plan's Asbestos Workers Local 84 Annuity Plan reported $10M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 139,126 plans)
  • #6,318 in Construction (9,927 peers)

Coverage in Indiana

Asbestos Workers Local 84 Annuity Plan covers 225 participants in Indiana, about 42% of the average Indiana filer (state average ~541 per filing). Assets: $10M.

$10M
total plan assets (2022 EOY)
225
covered participants
64th
percentile by assets (of 139,126 plans)
$42,775
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Asbestos Workers Local 84 Annuity Plan reports 225 participants - about 42% of that state average ($10M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN341540318
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbestos Workers Local 84 Annuity Plan)

$8M$10M$12M$14M 202220232024 $9.62M $13.1M ▲ +35.7%
Total plan assets by year, all Asbestos Workers Local 84 Annuity Plan plans on file
Year Plans Participants Total Assets
2022 1 225 $10M
2023 1 144 $12M
2024 1 132 $13M

Nearby Money Purchase Plans in Indiana

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

Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100020003000 -1000100200300400 Total assets ($M) Participants Asbestos Workers Loc…IBEW & Electrical In…Rose-Hulman Institut…Plumbers and Steamfi…IBEW Local 531 & NEC…International Brothe…
Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Asbestos Workers Local 84 Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Asbestos Workers Local 84 Annuity Plan assets move in 2022?
Asbestos Workers Local 84 Annuity Plan pulled back noticeably - down 9.8% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Asbestos Workers Local 84 Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Asbestos Workers Local 84 Annuity Plan's sponsor-wide assets grew 35.6%, from $10M to $13M.
Which Money Purchase plans are similar in size to Asbestos Workers Local 84 Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is Cao Van Pham, M.D., Inc. Money Purchase Pension Plan in CA ($10M, 4 participants).

Next read for Asbestos Workers Local 84 Annuity Plan

Filing takeaways

Ways to act on Asbestos Workers Local 84 Annuity Plan's numbers.

  • By total assets, Asbestos Workers Local 84 Annuity Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
  • Asbestos Workers Local 84 Annuity Plan's sponsor-wide assets have grown 35.6% since 2022 across 3 plan years on file. More Construction plans