Money Purchase · DOL Form 5500 · 2022

Asbestos Workers Local 84 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
225
Participants Below avg headcount
64th
Percentile by assets National rank
$42,775
Avg per participant Low balance/head
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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.

  • #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.

#6,318
in Construction (9,927 peers)
-9.8%
assets change YoY

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.

Asbestos Workers Local 84 Annuity Plan's mid-pack asset rank among Construction and all filers

Asbestos Workers Local 84 Annuity Plan vs every filed plan by assets

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

$9,624,309 Top 36% higher than 64% 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

Asbestos Workers Local 84 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asbestos Workers Local 84 Annuity Plan sits mid-pack in the medium band (225 participants).

Plan-year Form 5500 strip

Filing strip 341540318 · Asbestos Workers Local 84 Annuity Plan PY 2022 · Money Purchase

Asbestos Workers Local 84 Annuity Plan · $10M · 225 · 64th

  • VS-ST $10M
  • VS-ST 225
  • VS-ST 64th
  • VS-ST Money Purchase
  • VS-ST near Cao Van Pham, M.D., Inc. Money Purchase Pension Plan
  • VS-ST ind #6318

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 Indiana →

Asbestos Workers Local 84 Annuity Plan in the asset neighbourhood

Roofers Local Union #210 Money Purchase Pension PlanRoofers Local Union #210 Mon…$10MAsbestos Workers Local 84 Annuity PlanAsbestos Workers Local 84 An…$10MCao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$10MPembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$10MFirst State Bank of Carthage Employee Money Purchase Plan & TrustFirst State Bank of Carthage…$10M
End-of-year total assets ($M) among Asbestos Workers Local 84 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Asbestos Workers Local 84 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.55788784420783% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.62M $13.1M ▲ +35.7%
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 Scatter plot of 6 data points. 0100020003000 -1000100200300400 Total assets ($M) Participants Asbestos Workers Local 84 Annuity Plan, Total assets ($M): 9.624309 · Participants: 225Asbestos Workers Local 84 Annuity PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Asbestos Workers Local 84 Annuity Plan side-by-side with 3 peers →

Asbestos Workers Local 84 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Cao Van Pham, M.D., Inc. Money Purchase Pension Plan in CA ($10M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 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).
Which Money Purchase plans cover a similar participant headcount to Asbestos Workers Local 84 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (226 participants, $16M 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 341540318.

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.