Money Purchase · DOL Form 5500 · 2023

Asbestos Workers Local 84 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
62nd
Percentile by assets National rank
$82,415
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Asbestos Workers Local 84 Annuity Plan · Sponsored by Asbestos Workers Local 84 Annuity Plan · Indiana · Construction

$12M in assets, 144 participants

Asbestos Workers Local 84 Annuity Plan's Asbestos Workers Local 84 Annuity Plan reported $12M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,501 in Construction (9,030 peers)

Coverage in Indiana

Asbestos Workers Local 84 Annuity Plan covers 144 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#5,501
in Construction (9,030 peers)
+23.3%
assets growth YoY

Asbestos Workers Local 84 Annuity Plan's mid-pack asset rank among Construction and all filers

Asbestos Workers Local 84 Annuity Plan vs every filed plan by assets

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

$11,867,790 Top 38% higher than 62% 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

Asbestos Workers Local 84 Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asbestos Workers Local 84 Annuity Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asbestos Workers Local 84 Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Asbestos Workers Local 84 Annuity Plan reported participants fell from 225 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • Asbestos Workers Local 84 Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341540318 · Asbestos Workers Local 84 Annuity Plan PY 2023 · Money Purchase

Asbestos Workers Local 84 Annuity Plan · $12M · 144 · 62nd

  • RANK $12M
  • PHOTO 144
  • IND 62nd
  • EOY Money Purchase
  • 5500 near Appalachian Regional Healthcare System Frozen Retirement Savings Plan
  • ASSETS ind #5501

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 Indiana →

Asbestos Workers Local 84 Annuity Plan in the asset neighbourhood

Church Homes, Inc., Congregational Defined Contribution Retirement PlanChurch Homes, Inc., Congrega…$12MDefenders of Wildlife Pension PlanDefenders of Wildlife Pensio…$12MAsbestos Workers Local 84 Annuity PlanAsbestos Workers Local 84 An…$12MAppalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$12MPembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$12M
End-of-year total assets ($M) among Asbestos Workers Local 84 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN341540318
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbestos Workers Local 84 Annuity Plan)

Sponsor-wide plan assets over time

All Asbestos Workers Local 84 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.55788784420783% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.62M $13.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 225 $10M
2023 1 144 $12M
2024 1 132 $13M

Nearby Money Purchase Plans in Indiana

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

Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -1000100200300400500 Total assets ($M) Participants Asbestos Workers Local 84 Annuity Plan, Total assets ($M): 11.86779 · Participants: 144Asbestos Workers Local 84 Annuity PlanI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 389.744986 · Participants: 981I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 201.953419 · Participants: 593Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 172.696922 · Participants: 2898Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 120.85166 · Participants: 540IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 115.226502 · Participants: 1051International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Asbestos Workers Local 84 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Asbestos Workers Local 84 Annuity Plan side-by-side with 3 peers →

Asbestos Workers Local 84 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Appalachian Regional Healthcare System Frozen Retirement Savings Plan in NC ($12M); by covered participants it is Local One Security Officers Union Money Purchase Pension Plan in NY (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Asbestos Workers Local 84 Annuity Plan assets move in 2023? ▼
Asbestos Workers Local 84 Annuity Plan grew sharply - up 23.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Asbestos Workers Local 84 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asbestos Workers Local 84 Annuity Plan's sponsor-wide assets grew 35.6%, from $10M to $13M.
Which Money Purchase plans are similar in size to Asbestos Workers Local 84 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Appalachian Regional Healthcare System Frozen Retirement Savings Plan in NC ($12M, 245 participants).
Which Money Purchase plans cover a similar participant headcount to Asbestos Workers Local 84 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local One Security Officers Union Money Purchase Pension Plan in NY (144 participants, $8M 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 341540318.

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.