Money Purchase · DOL Form 5500 · 2022
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $75M
- Total assets
- 719
- Participants
- 91st
- Percentile by assets
- $104,856
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 719
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $104,856
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Plumbers & Steamfitters Local 81 Annuity Fund outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$9M |
| Employer EIN | 161103194 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitters Local 81 Annuity Fund)
| 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
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 81 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Plumbers & Steamfitters Local 81 Annuity Fund assets move in 2022? ▼
How have Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plan assets changed over time? ▼
Where does Plumbers & Steamfitters Local 81 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 81 Annuity Fund? ▼
Next read for Plumbers & Steamfitters Local 81 Annuity…
Scale reading
Ways to act on Plumbers & Steamfitters Local 81 Annuity Fund's numbers.
- By total assets, Plumbers & Steamfitters Local 81 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Construction plans