Money Purchase · DOL Form 5500 · 2022

Board of Trustees Plumbers & Steamfitters 577 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
297
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,326
Avg per participant Low balance/head
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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.

  • #7,276 in Construction (9,927 peers)

Coverage in Kentucky

Plumbers & Steamfitters Local 577 Annuity Plan covers 297 participants in Kentucky, about 46% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.

#7,276
in Construction (9,927 peers)
+15.4%
assets growth YoY

Plumbers & Steamfitters Local 577 Annuity Plan's outsized position by total assets

Plumbers & Steamfitters Local 577 Annuity Plan vs every filed plan by assets

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

$15,837,909 Top 27% higher than 73% 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 & Steamfitters Local 577 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 577 Annuity Plan sits mid-pack in the medium band (297 participants).

Published 5500 schedule card

Filing strip 316134953 · Board of Trustees Plumbers & Steamfitters 577 Annuity Plan PY 2022 · Money Purchase

Plumbers & Steamfitters Local 577 Annuity Plan · $16M · 297 · 73rd

  • IND $16M
  • IND 297
  • IND 73rd
  • IND Money Purchase
  • IND near Brt Apartments Corp. Pension Plan
  • IND ind #7276

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 577 Annuity Plan in the asset neighbourhood

Middlesex School Pension AccountMiddlesex School Pension Acc…$16MPlumbers & Steamfitters Local 577 Annuity PlanPlumbers & Steamfitters Loca…$16MBrt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$16MJames a. Scott & Son, Inc. Pension PlanJames a. Scott & Son, Inc. P…$16MConsortium for Worker Education, Inc. 401(a) DC PlConsortium for Worker Educat…$16M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 577 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN316134953
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers & Steamfitters 577 Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$125M 27.561124221823313% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.6M $125M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 638 $98M
2023 2 675 $113M
2024 2 676 $125M

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 Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants Plumbers & Steamfitters Local 577 Annuity Plan, Total assets ($B): 0.015837909 · Participants: 297Plumbers & Steamfitters Local 577 Annuity PlanUPS/Ipa Defined Contribution Money Purchase Pension Plan, Total assets ($B): 1.922732067 · Participants: 2162UPS/Ipa Defined Contribution Money Purchase Pension PlanUPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, Total assets ($B): 0.477910432 · Participants: 1722UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanUniversity of Louisville Physicians, Inc. Money Purchase Pension Plan, Total assets ($B): 0.068204058 · Participants: 467University of Louisville Physicians, Inc. Money Purchase Pension PlanShadwell Farm Retirement Plan, Total assets ($B): 0.015019607 · Participants: 78Shadwell Farm Retirement PlanInternational Alliance of Theatrical & Stage Employees Local 17 Retirement Fund, Total assets ($B): 0.008201312 · Participants: 60International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund
Plumbers & Steamfitters Local 577 Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
Compare Plumbers & Steamfitters Local 577 Annuity Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 577 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kentucky, the nearest Money Purchase by assets is Brt Apartments Corp. Pension Plan in NY ($16M); by covered participants it is Guardian Angels Health Services Inc. Employees Pension Plan in MN (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 & Steamfitters Local 577 Annuity Plan assets move in 2022? ▼
Plumbers & Steamfitters Local 577 Annuity Plan grew sharply - up 15.4% during 2022, from $14M to $16M. Reported net income was $2M.
How have Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's sponsor-wide assets grew 27.6%, from $98M to $125M.
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 577 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Brt Apartments Corp. Pension Plan in NY ($16M, 13 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local 577 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Guardian Angels Health Services Inc. Employees Pension Plan in MN (297 participants, $5M 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 316134953.

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.