Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Plumbers & Steamfitters Union Local No. 10 Money Purchase Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 1,505
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $34,881
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters Union Local No. 10 Individual Account Plan · Sponsored by Board of Trustees, Plumbers & Steamfitters Union Local No. 10 · Tennessee · Construction
$52M in assets, 1,505 participants
Board of Trustees, Plumbers & Steamfitters Union Local No. 10's Plumbers & Steamfitters Union Local No. 10 Individual Account Plan reported $52M in total assets and 1,505 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,569 in Construction (9,030 peers)
Where Plumbers & Steamfitters Union Local No. 10 Individual Account Plan sits by assets
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan sits in the top quartile of all filed plans by assets, $52M for 1,505 participants (~$34,881/participant), up 12.5% in 2023.
- #7,569
- in Construction (9,030 peers)
- +12.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan's outsized position by total assets
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,495,250 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Union Local No. 10 Individual Account Plan lands in the large band (1,505 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan reported participants rose from 1,401 in the plan year 2022 filing to 1,505 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541739199 · Board of Trustees, Plumbers & Steamfitters Union Local No. 10 PY 2023 · Money Purchase
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan · $52M · 1,505 · 86th
- IND $52M
- IND 1,505
- IND 86th
- IND Money Purchase
- IND near Laborers Local 235 Annuity Fund
- IND ind #7569
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 Tennessee →
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 541739199 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Plumbers & Steamfitters Union Local No. 10)
Sponsor-wide plan assets over time
All Board of Trustees, Plumbers & Steamfitters Union Local No. 10 plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 24.054424910430324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,401 | $47M |
| 2023 | 1 | 1,505 | $52M |
| 2024 | 1 | 1,379 | $58M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.9B · 11,228
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $379M · 2,004
- U. a. Local Union No. 614 Pension Plan $196M · 1,248
- Midwest Pipe Trades Retirement Plan $190M · 1,501
- IBEW Local Union No. 915 Pension-Annuity Fund $98M · 1,819
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Laborers Local 235 Annuity Fund in NY ($52M); by covered participants it is Plumbers & Pipefitters Local 94 Retirement Plan in OH (1,503 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Laborers Local 235 Annuity Fund (NY) $52M · 2,551
- Kaiser Permanente Northwest Supplemental Retirement Plan (CA) $52M · 387
- Tootsie Roll Industries, LLC Employees Pension Plan (IL) $52M · 216
- IBEW Local 13 Retirement Plan (IA) $53M · 234
Similar participant headcount
Nearest other-state filings by covered participants (1,505 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local 94 Retirement Plan (OH) 1,503 · 2 off
- Carrix, Inc. Retirement Plan (WA) 1,512 · 7 off
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) 1,517 · 12 off
- Valmet, Inc. Pension Plan and Trust (GA) 1,488 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.