Money Purchase · DOL Form 5500 · 2022
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $16M
- Total assets
- 297
- Participants
- 73rd
- Percentile by assets
- $53,326
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 577 Annuity Plan · Sponsored by Board of Trustees Plumbers & Steamfitters 577 Annuity Plan · Kentucky · Construction
$16M in assets, 297 participants
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's Plumbers & Steamfitters Local 577 Annuity Plan reported $16M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,258 plans)
- #7,286 in Construction (9,938 peers)
Coverage in Kentucky
Plumbers & Steamfitters Local 577 Annuity Plan covers 297 participants in Kentucky, about 45% of the average Kentucky filer (state average ~658 per filing). Assets: $16M.
- $16M
- total plan assets (2022 EOY)
- 297
- covered participants
- 73rd
- percentile by assets (of 139,258 plans)
- $53,326
- avg assets per participant
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Plumbers & Steamfitters Local 577 Annuity Plan reports 297 participants - about 45% of that state average ($16M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 316134953 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers & Steamfitters 577 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 638 | $98M |
| 2023 | 2 | 675 | $113M |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters Local 577 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
- Shadwell Farm Retirement Plan $15M · 78
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund $8M · 60
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 577 Annuity Plan by total assets, not by location.
- Brt Apartments Corp. Pension Plan (NY) $16M · 13
- James a. Scott & Son, Inc. Pension Plan (VA) $16M · 346
- Middlesex School Pension Account (MA) $16M · 140
- Consortium for Worker Education, Inc. 401(a) DC Pl (NY) $16M · 83
Frequently Asked Questions
How did Plumbers & Steamfitters Local 577 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 577 Annuity Plan? ▼
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Filing takeaways
Ways to act on Plumbers & Steamfitters Local 577 Annuity Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 577 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 Plumbers & Steamfitters 577 Annuity Plan's sponsor-wide assets have grown 15.7% since 2022 across 2 plan years on file. More Construction plans