Money Purchase · DOL Form 5500 · 2022

Trustees of Plumbers & Steamfitters Local 81 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
719
Participants Below avg headcount
91st
Percentile by assets National rank
$104,856
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 81 Annuity Fund · Sponsored by Trustees of Plumbers & Steamfitters Local 81 Annuity Fund · New York · Construction

$75M in assets, 719 participants

Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's Plumbers & Steamfitters Local 81 Annuity Fund reported $75M in total assets and 719 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,897 in Construction (9,927 peers)

Where Plumbers & Steamfitters Local 81 Annuity Fund sits by assets

Plumbers & Steamfitters Local 81 Annuity Fund sits in the top 10% of all filed plans by assets, $75M for 719 participants (~$104,856/participant), up 4.4% in 2022.

#8,897
in Construction (9,927 peers)
+4.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plumbers & Steamfitters Local 81 Annuity Fund's outsized position by total assets

Plumbers & Steamfitters Local 81 Annuity Fund vs every filed plan by assets

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

$75,391,664 Top 9% higher than 91% 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

Plumbers & Steamfitters Local 81 Annuity Fund 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. Plumbers & Steamfitters Local 81 Annuity Fund sits mid-pack in the medium band (719 participants).

Published 5500 schedule card

Filing strip 161103194 · Trustees of Plumbers & Steamfitters Local 81 Annuity Fund PY 2022 · Money Purchase

Plumbers & Steamfitters Local 81 Annuity Fund · $75M · 719 · 91st

  • 5500 $75M
  • 5500 719
  • 5500 91st
  • 5500 Money Purchase
  • 5500 near Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research
  • 5500 ind #8897

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 New York →

Plumbers & Steamfitters Local 81 Annuity Fund in the asset neighbourhood

Ncaa Retirement Plan$76MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$76MFlorida Ubc Supplemental Pension PlanFlorida Ubc Supplemental Pen…$76MPlumbers & Steamfitters Local 81 Annuity FundPlumbers & Steamfitters Loca…$75MRetirement Plan for Employees of Whitehead Insti- Tute for Biomedical ResearchRetirement Plan for Employee…$75M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 81 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$75M
Net Income-$9M
Employer EIN161103194
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Plumbers & Steamfitters Local 81 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$93M 23.675525983880657% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.4M $93.2M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 719 $75M
2023 1 1,082 $85M
2024 1 1,100 $93M

Nearby Money Purchase Plans in New York

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

Plumbers & Steamfitters Local 81 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Plumbers & Steamfitters Local 81 Annuity Fund, Total assets ($B): 0.075391664 · Participants: 719Plumbers & Steamfitters Local 81 Annuity FundTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Plumbers & Steamfitters Local 81 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Plumbers & Steamfitters Local 81 Annuity Fund side-by-side with 3 peers →

Plumbers & Steamfitters Local 81 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in MA ($75M); by covered participants it is Bates College Money Purchase Pension Plan in ME (720 participants). Same-state nearby plans are listed separately above.

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 Plumbers & Steamfitters Local 81 Annuity Fund assets move in 2022? ▼
Plumbers & Steamfitters Local 81 Annuity Fund edged up modestly - up 4.4% during 2022, from $72M to $75M. Reported net income was -$9M.
How have Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's sponsor-wide assets grew 23.7%, from $75M to $93M.
Where does Plumbers & Steamfitters Local 81 Annuity Fund rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local 81 Annuity Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 81 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in MA ($75M, 287 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local 81 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Bates College Money Purchase Pension Plan in ME (720 participants, $137M 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 161103194.

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.