Money Purchase · DOL Form 5500 · 2023

Ouellette Plumbing & Heating Money Purchase Plan

Data updated 2026-08-25

$224K
Total assets Small plan by assets
4
Participants Small participant base
11th
Percentile by assets National rank
$55,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ouellette Plumbing & Heating Money Accumulation Plan · Sponsored by Ouellette Plumbing & Heating · Vermont · Construction

$224K in assets, 4 participants

Ouellette Plumbing & Heating's Ouellette Plumbing & Heating Money Accumulation Plan reported $224K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #951 in Construction (9,030 peers)

Ouellette Plumbing & Heating multi-year trail

Ouellette Plumbing & Heating's plans moved +80.2% in assets from 2022 to 2024; this filing shows Ouellette Plumbing & Heating Money Accumulation Plan at $224K / 4 participants.

#951
in Construction (9,030 peers)
+31.4%
assets growth YoY

Ouellette Plumbing & Heating Money Accumulation Plan among the smaller filed plans by assets

Ouellette Plumbing & Heating Money Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$223,802 11th percentile higher than 11% of 127,068 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 2023

Ouellette Plumbing & Heating Money Accumulation Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ouellette Plumbing & Heating Money Accumulation Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ouellette Plumbing & Heating Money Accumulation Plan reported net income rose from -$48K in the plan year 2022 filing to $53K in the plan year 2023 filing.
  • Ouellette Plumbing & Heating Money Accumulation Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Ouellette Plumbing & Heating Money Accumulation Plan end-of-year assets rose from $170K in the plan year 2022 filing to $224K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030217292 · Ouellette Plumbing & Heating PY 2023 · Money Purchase

Ouellette Plumbing & Heating Money Accumulation Plan · $224K · 4 · 11th

  • PART $224K
  • TYPE 4
  • NET 11th
  • BOOK Money Purchase
  • VS-ST near Mart Machine Inc Profit-Sharing Plan
  • BOY ind #951

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 Vermont →

Ouellette Plumbing & Heating Money Accumulation Plan in the asset neighbourhood

American Commercial Carpentry Inc Money Purchase PlanAmerican Commercial Carpentr…$229KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$230KOuellette Plumbing & Heating Money Accumulation PlanOuellette Plumbing & Heating…$224KMart Machine Inc Profit-Sharing PlanMart Machine Inc Profit-Shar…$218KMedical Solutions Retirement PlanMedical Solutions Retirement…$217K
End-of-year total assets ($M) among Ouellette Plumbing & Heating Money Accumulation Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ouellette Plumbing & Heating multi-year asset trail

Sponsor-wide plan assets over time

All Ouellette Plumbing & Heating plans reported in each filing year

Latest sponsor-wide plan assets
$490K 80.15252586507893% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.49M ▲ +81.5%
Year Plans Participants Total Assets
2022 2 4 $272K
2023 2 8 $383K
2024 2 8 $490K

Ouellette Plumbing & Heating filing trail (2023)

Total Assets (Beginning of Year)$170K
Net Assets (End of Year)$224K
Net Income$53K
Employer EIN030217292
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Vermont

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Ouellette Plumbing & Heating Money Accumulation Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants Scatter plot of 5 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Ouellette Plumbing & Heating Money Accumulation Plan, Total assets ($M): 0.223802 · Participants: 4Ouellette Plumbing & Heating Money Accumulation PlanMiddlebury College Core Retirement Plan, Total assets ($M): 515.966322 · Participants: 1661Middlebury College Core Retirement PlanI.B.E.W. Local 300 - Unit 1 Pension Plan, Total assets ($M): 37.313993 · Participants: 167I.B.E.W. Local 300 - Unit 1 Pension PlanBrattleboro Memorial Hospital Money Purchase Pension Plan and Trust, Total assets ($M): 27.130993 · Participants: 439Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustNorthwestern Medical Center, Inc. Money Purchase Pension Plan, Total assets ($M): 0.000276 · Participants: 453Northwestern Medical Center, Inc. Money Purchase Pension Plan
Ouellette Plumbing & Heating Money Accumulation Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Compare Ouellette Plumbing & Heating Money Accumulation Plan side-by-side with 3 peers →

Ouellette Plumbing & Heating Money Accumulation Plan's out-of-state Money Purchase peers by assets and headcount

Outside Vermont, the nearest Money Purchase by assets is Mart Machine Inc Profit-Sharing Plan in NJ ($218K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ouellette Plumbing & Heating Money Accumulation Plan assets move in 2023? ▼
Ouellette Plumbing & Heating Money Accumulation Plan surged - up 31.4% during 2023, from $170K to $224K. Reported net income was $53K.
How have Ouellette Plumbing & Heating plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ouellette Plumbing & Heating's sponsor-wide assets grew 80.2%, from $272K to $490K.
Where does Ouellette Plumbing & Heating Money Accumulation Plan rank by assets among Form 5500 filers? ▼
Ouellette Plumbing & Heating Money Accumulation Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Ouellette Plumbing & Heating Money Accumulation Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mart Machine Inc Profit-Sharing Plan in NJ ($218K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Ouellette Plumbing & Heating Money Accumulation Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030217292.

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.