401(k)
2022 plan-year 401(k) DOL Form 5500

Plumbers and Pipefitters Local No. 104 Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Plumbers & Pipefitters Local No 104 · Massachusetts · Finance & Insurance

What the 2023 filing shows

Plumbers and Pipefitters Local No. 104 Annuity Fund holds $78M for 323 participants — about $242,485 per participant, up 2.1% over the 2022 plan year.

$78M
total plan assets (2022 EOY)
323
covered participants
$242,485
avg assets per participant
+2.1%
assets growth YoY
Total Assets (2023)
$78M
Participants
323
Industry
Finance & Insurance

What the Filing Says About Plumbers and Pipefitters Local No. 104 Annuity Fund

Plumbers and Pipefitters Local No. 104 Annuity Fund is a 401(k) retirement plan sponsored by Plumbers & Pipefitters Local No 104, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 323 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042564795, and the plan has been effective since 1974-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2022 to $78M at year-end — a gain of 2.1%. Net assets (after liabilities) closed the year at $78M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$78M
Net Assets (End of Year)$78M
Net Income$2M
Plan Type401(k)
Employer EIN042564795
Plan Effective Date1974-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Pipefitters Local No 104)

Year Plans Participants Total Assets
2022 1 323 $78M
2023 1 347 $84M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Plumbers and Pipefitters Local No. 104 Annuity Fund?
As of the 2022 Form 5500 filing, Plumbers and Pipefitters Local No. 104 Annuity Fund holds $78M in total assets with 323 participants. It is sponsored by Plumbers & Pipefitters Local No 104.
What type of plan is Plumbers and Pipefitters Local No. 104 Annuity Fund?
Plumbers and Pipefitters Local No. 104 Annuity Fund is a 401(k) plan. It has been effective since 1974-08-01. The plan is filed with the U.S. Department of Labor under EIN 042564795.
Who sponsors the Plumbers and Pipefitters Local No. 104 Annuity Fund?
Plumbers and Pipefitters Local No. 104 Annuity Fund is sponsored by Plumbers & Pipefitters Local No 104, located in Massachusetts. The sponsor's EIN is 042564795 and the plan operates in the Finance & Insurance industry.
How did Plumbers and Pipefitters Local No. 104 Annuity Fund perform in 2022?
Plumbers and Pipefitters Local No. 104 Annuity Fund grew by 2.1% during 2022, moving from $77M to $78M in total assets. Net income was $2M.
Where can I find official filings for Plumbers and Pipefitters Local No. 104 Annuity Fund?
Official Form 5500 filings for Plumbers and Pipefitters Local No. 104 Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042564795 or plan name at efast.dol.gov.
How does Plumbers and Pipefitters Local No. 104 Annuity Fund compare to other plans?
You can compare Plumbers and Pipefitters Local No. 104 Annuity Fund against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042564795.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.