Money Purchase · DOL Form 5500 · 2022
Board of Trustees Plumbers Local #63 Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 182
- Participants
- 76th
- Percentile by assets
- $99,693
- Avg per participant
Official DOL plan name: Plumbers Local #63 Annuity Plan · Sponsored by Board of Trustees Plumbers Local #63 Annuity Plan · Indiana · Construction
$18M in assets, 182 participants
Board of Trustees Plumbers Local #63 Annuity Plan's Plumbers Local #63 Annuity Plan reported $18M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #7,481 in Construction (9,927 peers)
Coverage in Indiana
Plumbers Local #63 Annuity Plan covers 182 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $18M.
- $18M
- total plan assets (2022 EOY)
- 182
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $99,693
- avg assets per participant
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Plumbers Local #63 Annuity Plan reports 182 participants - about 34% of that state average ($18M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $249K |
| Employer EIN | 371378834 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers Local #63 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $18M |
| 2023 | 1 | 190 | $20M |
| 2024 | 1 | 189 | $21M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- IBEW & Electrical Industry Loc 697, Money Purchase Plan $337M · 951
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $178M · 498
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $144M · 2,563
- IBEW Local 531 & NECA Money Purchase Pension Plan $102M · 515
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $99M · 1,021
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers Local #63 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers Local #63 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Plumbers Local #63 Annuity Plan plan assets changed over time? ▼
Where does Plumbers Local #63 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers Local #63 Annuity Plan? ▼
Next read for Plumbers Local #63 Annuity Plan
Filing takeaways
Ways to act on Plumbers Local #63 Annuity Plan's numbers.
- By total assets, Plumbers Local #63 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Board of Trustees Plumbers Local #63 Annuity Plan's sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Construction plans