Money Purchase · DOL Form 5500 · 2023

Board of Trustees Plumbers Local #63 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
190
Participants Below avg headcount
73rd
Percentile by assets National rank
$106,759
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers Local #63 Annuity Plan · Sponsored by Board of Trustees Plumbers Local #63 Annuity Plan · Indiana · Construction

$20M in assets, 190 participants

Board of Trustees Plumbers Local #63 Annuity Plan's Plumbers Local #63 Annuity Plan reported $20M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,471 in Construction (9,030 peers)

Coverage in Indiana

Plumbers Local #63 Annuity Plan covers 190 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $20M.

#6,471
in Construction (9,030 peers)
+11.8%
assets growth YoY

Plumbers Local #63 Annuity Plan's outsized position by total assets

Plumbers Local #63 Annuity Plan vs every filed plan by assets

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

$20,284,120 Top 27% higher than 73% 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

Plumbers Local #63 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. Plumbers Local #63 Annuity Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Local #63 Annuity Plan reported net income rose from $249K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plumbers Local #63 Annuity Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Plumbers Local #63 Annuity Plan reported participants rose from 182 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371378834 · Board of Trustees Plumbers Local #63 Annuity Plan PY 2023 · Money Purchase

Plumbers Local #63 Annuity Plan · $20M · 190 · 73rd

  • ASSETS $20M
  • PCT 190
  • EIN 73rd
  • RANK Money Purchase
  • PHOTO near Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan
  • IND ind #6471

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 →

Plumbers Local #63 Annuity Plan in the asset neighbourhood

Goodwill Industries of Northwest North Carolina, Inc. Money Purchase PlanGoodwill Industries of North…$20MCeramic Tile & Marble Masons Union No 18 of Missouri Pension PlanCeramic Tile & Marble Masons…$20MPlumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$20MLandesbank Baden-Wuerttemberg Money Purchase Pension PlanLandesbank Baden-Wuerttember…$20MSouthern Carpenters Supplemental Pension PlanSouthern Carpenters Suppleme…$20M
End-of-year total assets ($M) among Plumbers Local #63 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN371378834
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers Local #63 Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers Local #63 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.5572187137539% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.3M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 182 $18M
2023 1 190 $20M
2024 1 189 $21M

Nearby Money Purchase Plans in Indiana

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

Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Plumbers Local #63 Annuity Plan, Total assets ($M): 20.28412 · Participants: 190Plumbers Local #63 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
Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Plumbers Local #63 Annuity Plan side-by-side with 3 peers →

Plumbers Local #63 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan in MO ($20M); by covered participants it is Roofers Local Union #210 Money Purchase Pension Plan in PA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Plumbers Local #63 Annuity Plan assets move in 2023? ▼
Plumbers Local #63 Annuity Plan grew at a solid clip - up 11.8% during 2023, from $18M to $20M. Reported net income was $2M.
How have Board of Trustees Plumbers Local #63 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers Local #63 Annuity Plan's sponsor-wide assets grew 17.6%, from $18M to $21M.
Which Money Purchase plans are similar in size to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan in MO ($20M, 192 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers Local Union #210 Money Purchase Pension Plan in PA (190 participants, $10M 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 371378834.

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.