Money Purchase · DOL Form 5500 · 2022
Board of Trustees Plm & Steamfitters 248 Annuity Pln Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 282
- Participants
- 60th
- Percentile by assets
- $28,507
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 248 Annuity Plan · Sponsored by Board of Trustees Plm & Steamfitters 248 Annuity Pln · Kentucky · Construction
$8M in assets, 282 participants
Board of Trustees Plm & Steamfitters 248 Annuity Pln's Plumbers & Steamfitters Local 248 Annuity Plan reported $8M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 139,126 plans)
- #5,970 in Construction (9,927 peers)
Coverage in Kentucky
Plumbers & Steamfitters Local 248 Annuity Plan covers 282 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.
- $8M
- total plan assets (2022 EOY)
- 282
- covered participants
- 60th
- percentile by assets (of 139,126 plans)
- $28,507
- avg assets per participant
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Plumbers & Steamfitters Local 248 Annuity Plan reports 282 participants - about 44% of that state average ($8M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 476290329 |
| Plan Effective Date | 2014-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plm & Steamfitters 248 Annuity Pln)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $8M |
| 2023 | 1 | 291 | $11M |
| 2024 | 1 | 366 | $14M |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters Local 248 Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $1.9B · 2,162
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $68M · 467
- Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
- Shadwell Farm Retirement Plan $15M · 78
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 248 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers & Steamfitters Local 248 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Plm & Steamfitters 248 Annuity Pln plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 248 Annuity Plan? ▼
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Filing takeaways
Ways to act on Plumbers & Steamfitters Local 248 Annuity Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 248 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Kentucky. Compare plans
- Board of Trustees Plm & Steamfitters 248 Annuity Pln's sponsor-wide assets have grown 74.8% since 2022 across 3 plan years on file. More Construction plans