Other · DOL Form 5500 · 2023

Trustees-United Association of Plumbers and Pipefitters Local 693 Annu Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
260
Participants Below avg headcount
71st
Percentile by assets National rank
$71,328
Avg per participant Below avg balance/head
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Official DOL plan name: United Association of Plumbers and Pipefitters Local 693 Annuity Fund · Sponsored by Trustees-United Association of Plumbers and Pipefitters Local 693 Annu · Vermont · Construction

$19M in assets, 260 participants

Trustees-United Association of Plumbers and Pipefitters Local 693 Annu's United Association of Plumbers and Pipefitters Local 693 Annuity Fund reported $19M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,318 in Construction (9,030 peers)

What the 2023 filing shows

United Association of Plumbers and Pipefitters Local 693 Annuity Fund holds $19M for 260 participants - about $71,328 per participant, above the median plan by assets.

#6,318
in Construction (9,030 peers)
+3.8%
assets growth YoY

United Association of Plumbers and Pipefitters Local 693 Annuity Fund's outsized position by total assets

United Association of Plumbers and Pipefitters Local 693 Annuity Fund vs every filed plan by assets

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

$18,545,293 Top 29% higher than 71% 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

United Association of Plumbers and Pipefitters Local 693 Annuity Fund 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. United Association of Plumbers and Pipefitters Local 693 Annuity Fund sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Association of Plumbers and Pipefitters Local 693 Annuity Fund reported net income rose from $132K in the plan year 2022 filing to $654K in the plan year 2023 filing.
  • United Association of Plumbers and Pipefitters Local 693 Annuity Fund reported participants fell from 297 in the plan year 2022 filing to 260 in the plan year 2023 filing.
  • United Association of Plumbers and Pipefitters Local 693 Annuity Fund end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030320580 · Trustees-United Association of Plumbers and Pipefitters Local 693 Annu PY 2023 · Other

United Association of Plumbers and Pipefitters Local 693 Annuity Fund · $19M · 260 · 71st

  • NET $19M
  • BOOK 260
  • VS-ST 71st
  • BOY Other
  • SCH near 403(b) Thrift Plan for Cw Group, Inc.
  • EBSA ind #6318

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 →

United Association of Plumbers and Pipefitters Local 693 Annuity Fund in the asset neighbourhood

United Association of Plumbers and Pipefitters Local 693 Annuity FundUnited Association of Plumbe…$19M403(b) Thrift Plan for Cw Group, Inc.403(b) Thrift Plan for Cw Gr…$19MNorth Hudson Community Action Corporation Tax Deferred AnnuityNorth Hudson Community Actio…$19MHopewest 403(b) Plan$19MStratford Academy, Inc. Retirement PlanStratford Academy, Inc. Reti…$19M
End-of-year total assets ($M) among United Association of Plumbers and Pipefitters Local 693 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$654K
Employer EIN030320580
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees-United Association of Plumbers and Pipefitters Local 693 Annu)

Sponsor-wide plan assets over time

All Trustees-United Association of Plumbers and Pipefitters Local 693 Annu plans reported in each filing year

Latest sponsor-wide plan assets
$19M 6.0740867343403915% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $17.9M $19M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 297 $18M
2023 1 260 $19M
2024 1 267 $19M

Nearby Other Plans in Vermont

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

United Association of Plumbers and Pipefitters Local 693 Annuity Fund vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants United Association of Plumbers and Pipefitters Local 693 Annuity Fund, Total assets ($M): 18.545293 · Participants: 260United Association of Plumbers and Pipefitters Local 693 Annuity FundMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
United Association of Plumbers and Pipefitters Local 693 Annuity Fund vs. nearby Other plans in Vermont, assets vs. participants

United Association of Plumbers and Pipefitters Local 693 Annuity Fund's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is 403(b) Thrift Plan for Cw Group, Inc. in CT ($19M); by covered participants it is Mount Paran Christian School 403(b) Plan in GA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 United Association of Plumbers and Pipefitters Local 693 Annuity Fund assets move in 2023?
United Association of Plumbers and Pipefitters Local 693 Annuity Fund edged up modestly - up 3.8% during 2023, from $18M to $19M. Reported net income was $654K.
How have Trustees-United Association of Plumbers and Pipefitters Local 693 Annu plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees-United Association of Plumbers and Pipefitters Local 693 Annu's sponsor-wide assets grew 6.1%, from $18M to $19M.
Which Other plans are similar in size to United Association of Plumbers and Pipefitters Local 693 Annuity Fund?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Cw Group, Inc. in CT ($19M, 2,126 participants).
Which Other plans cover a similar participant headcount to United Association of Plumbers and Pipefitters Local 693 Annuity Fund?
Among Other plans in other states, the closest by covered participants is Mount Paran Christian School 403(b) Plan in GA (260 participants, $13M in assets).