Money Purchase · DOL Form 5500 · 2022
Board of Trustees Plm & Steamfitters 248 Annuity Pln Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $28,507
- Avg per participant Low balance/head
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.
- #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.
- #5,970
- in Construction (9,927 peers)
- +30.5%
- assets growth YoY
Plumbers & Steamfitters Local 248 Annuity Plan's mid-pack asset rank among Construction and all filers
Plumbers & Steamfitters Local 248 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,038,946 Top 40% higher than 60% of 139,123 filed plans
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 248 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 & Steamfitters Local 248 Annuity Plan sits mid-pack in the medium band (282 participants).
EBSA filing schedule strip
Filing strip 476290329 · Board of Trustees Plm & Steamfitters 248 Annuity Pln PY 2022 · Money Purchase
Plumbers & Steamfitters Local 248 Annuity Plan · $8M · 282 · 60th
- NET $8M
- NET 282
- NET 60th
- NET Money Purchase
- NET near Building Services Local 2 Retirement Plan & Trust
- NET ind #5970
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 Kentucky →
Plumbers & Steamfitters Local 248 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Plm & Steamfitters 248 Annuity Pln plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 74.75465067186668% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Steamfitters Local 248 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Building Services Local 2 Retirement Plan & Trust in NY ($8M); by covered participants it is Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan in CT (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan (CT) 282 · 0 off
- Museum of Science Retirement Plan (MA) 281 · 1 off
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) 279 · 3 off
- Community Hospital Employees Pension Plan (NE) 278 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.