Money Purchase · DOL Form 5500 · 2022
Plumbers Union Local No. 12 Annuit Money Purchase Plan
Data updated 2026-08-06
- $261M
- Total assets
- 2,555
- Participants
- 96th
- Percentile by assets
- $102,332
- Avg per participant
Official DOL plan name: Plumbers Union Local No 12 Annuity Plan · Sponsored by Plumbers Union Local No. 12 Annuit · Massachusetts · Construction
$261M in assets, 2,555 participants
Plumbers Union Local No. 12 Annuit's Plumbers Union Local No 12 Annuity Plan reported $261M in total assets and 2,555 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #9,531 in Construction (9,938 peers)
Coverage in Massachusetts
Plumbers Union Local No 12 Annuity Plan covers 2,555 participants in Massachusetts, 4.0x the typical Massachusetts plan (state average ~641 per filing). Assets: $261M.
- $261M
- total plan assets (2022 EOY)
- 2,555
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $102,332
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Plumbers Union Local No 12 Annuity Plan reports 2,555 participants - 4.0x that state average ($261M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $25M |
| Employer EIN | 042621293 |
| Plan Effective Date | 1975-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers Union Local No. 12 Annuit)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,555 | $261M |
| 2023 | 1 | 2,590 | $303M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers Union Local No 12 Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers Union Local No 12 Annuity Plan by total assets, not by location.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) $262M · 5,470
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $257M · 1,957
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $254M · 3,075
- Operating Engineers Local 12 Defined Contribution Trust (CA) $253M · 17,948
Frequently Asked Questions
How did Plumbers Union Local No 12 Annuity Plan assets move in 2022? ▼
How have Plumbers Union Local No. 12 Annuit plan assets changed over time? ▼
Where does Plumbers Union Local No 12 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers Union Local No 12 Annuity Plan? ▼
Next read for Plumbers Union Local No 12 Annuity Plan
Filing takeaways
Ways to act on Plumbers Union Local No 12 Annuity Plan's numbers.
- By total assets, Plumbers Union Local No 12 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Plumbers Union Local No. 12 Annuit's sponsor-wide assets have grown 15.8% since 2022 across 2 plan years on file. More Construction plans