Money Purchase · DOL Form 5500 · 2022

Board of Trustees Plumbers Local #63 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
182
Participants Below avg headcount
76th
Percentile by assets National rank
$99,693
Avg per participant Below avg balance/head
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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.

  • #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.

#7,481
in Construction (9,927 peers)
+1.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Plumbers Local #63 Annuity Plan's outsized position by total assets

Plumbers Local #63 Annuity Plan vs every filed plan by assets

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

$18,144,195 Top 24% higher than 76% 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 Local #63 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. Plumbers Local #63 Annuity Plan sits mid-pack in the medium band (182 participants).

EBSA filing schedule strip

Filing strip 371378834 · Board of Trustees Plumbers Local #63 Annuity Plan PY 2022 · Money Purchase

Plumbers Local #63 Annuity Plan · $18M · 182 · 76th

  • SCH $18M
  • EBSA 182
  • PART 76th
  • TYPE Money Purchase
  • NET near Alameda Alliance for Health Pension Plan
  • BOOK ind #7481

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 →

Plumbers Local #63 Annuity Plan in the asset neighbourhood

National Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$18MPlumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$18MAlameda Alliance for Health Pension PlanAlameda Alliance for Health …$18MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$18MLocal 445 Annuity Fund$18M
End-of-year total assets ($M) among Plumbers Local #63 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$249K
Employer EIN371378834
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers Local #63 Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers Local #63 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.5572187137539% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.3M ▲ +17.6%
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 Scatter plot of 6 data points. 0100020003000 0100200300400 Total assets ($M) Participants Plumbers Local #63 Annuity Plan, Total assets ($M): 18.144195 · Participants: 182Plumbers Local #63 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
Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Plumbers Local #63 Annuity Plan side-by-side with 3 peers →

Plumbers Local #63 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Alameda Alliance for Health Pension Plan in CA ($18M); by covered participants it is Lincoln Community Health Center, Inc. Retirement Plan in NC (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Plumbers Local #63 Annuity Plan assets move in 2022? ▼
Plumbers Local #63 Annuity Plan edged up modestly - up 1.4% during 2022, from $18M to $18M. Reported net income was $249K.
How have Board of Trustees Plumbers Local #63 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers Local #63 Annuity Plan's sponsor-wide assets grew 17.6%, from $18M to $21M.
Where does Plumbers Local #63 Annuity Plan rank by assets among Form 5500 filers? ▼
Plumbers Local #63 Annuity Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Alameda Alliance for Health Pension Plan in CA ($18M, 330 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lincoln Community Health Center, Inc. Retirement Plan in NC (182 participants, $8M 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 371378834.

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.