Money Purchase · DOL Form 5500 · 2023
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,082
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $78,753
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 81 Annuity Fund · Sponsored by Trustees of Plumbers & Steamfitters Local 81 Annuity Fund · New York · Construction
$85M in assets, 1,082 participants
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's Plumbers & Steamfitters Local 81 Annuity Fund reported $85M in total assets and 1,082 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,977 in Construction (9,030 peers)
Where Plumbers & Steamfitters Local 81 Annuity Fund sits by assets
Plumbers & Steamfitters Local 81 Annuity Fund sits in the top 10% of all filed plans by assets, $85M for 1,082 participants (~$78,753/participant), up 13.0% in 2023.
- #7,977
- in Construction (9,030 peers)
- +13.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 81 Annuity Fund's outsized position by total assets
Plumbers & Steamfitters Local 81 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,210,817 Top 10% higher than 90% 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 Local 81 Annuity Fund'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 Local 81 Annuity Fund lands in the large band (1,082 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 81 Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 81 Annuity Fund reported participants rose from 719 in the plan year 2022 filing to 1,082 in the plan year 2023 filing.
- Plumbers & Steamfitters Local 81 Annuity Fund end-of-year assets rose from $75M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161103194 · Trustees of Plumbers & Steamfitters Local 81 Annuity Fund PY 2023 · Money Purchase
Plumbers & Steamfitters Local 81 Annuity Fund · $85M · 1,082 · 90th
- RANK $85M
- RANK 1,082
- RANK 90th
- RANK Money Purchase
- RANK near IBEW Local Union 668 Employees Pension Plan
- RANK ind #7977
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 New York →
Plumbers & Steamfitters Local 81 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $10M |
| Employer EIN | 161103194 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitters Local 81 Annuity Fund)
Sponsor-wide plan assets over time
All Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 23.675525983880657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 719 | $75M |
| 2023 | 1 | 1,082 | $85M |
| 2024 | 1 | 1,100 | $93M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Plumbers & Steamfitters Local 81 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is IBEW Local Union 668 Employees Pension Plan in IN ($85M); by covered participants it is Insulators Local No. 37 Retirement Plan in TN (1,081 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- IBEW Local Union 668 Employees Pension Plan (IN) $85M · 1,162
- Bozeman Health Retirement Plan (MT) $85M · 1,750
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) $86M · 323
- IBEW Local No. 82 Defined Contribution Plan (PA) $86M · 937
Similar participant headcount
Nearest other-state filings by covered participants (1,082 participants); asset peers above are excluded.
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 1 off
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) 1,081 · 1 off
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,079 · 3 off
- Smart Local 104, District 3 401(a) Plan (CA) 1,086 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.