Money Purchase · DOL Form 5500 · 2023

Plumbers Local 24 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
930
Participants Near avg headcount
94th
Percentile by assets National rank
$197,118
Avg per participant Above avg balance/head
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Official DOL plan name: Plumbers Local 24 Annuity Fund · Sponsored by Plumbers Local 24 Annuity Fund · New Jersey · Construction

$183M in assets, 930 participants

Plumbers Local 24 Annuity Fund's Plumbers Local 24 Annuity Fund reported $183M in total assets and 930 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,414 in Construction (9,030 peers)

Where Plumbers Local 24 Annuity Fund sits by assets

Plumbers Local 24 Annuity Fund sits in the top 10% of all filed plans by assets, $183M for 930 participants (~$197,118/participant), up 6.5% in 2023.

#8,414
in Construction (9,030 peers)
+6.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Plumbers Local 24 Annuity Fund's outsized position by total assets

Plumbers Local 24 Annuity Fund vs every filed plan by assets

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

$183,319,301 Top 6% higher than 94% 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 24 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. Plumbers Local 24 Annuity Fund sits mid-pack in the medium band (930 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Local 24 Annuity Fund reported net income rose from $979K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Plumbers Local 24 Annuity Fund end-of-year assets rose from $172M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Plumbers Local 24 Annuity Fund reported participants rose from 912 in the plan year 2022 filing to 930 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222372054 · Plumbers Local 24 Annuity Fund PY 2023 · Money Purchase

Plumbers Local 24 Annuity Fund · $183M · 930 · 94th

  • PCT $183M
  • EIN 930
  • RANK 94th
  • PHOTO Money Purchase
  • IND near Sheet Metal Workers Local 219 Retirement Savings Fund
  • EOY ind #8414

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 Jersey →

Plumbers Local 24 Annuity Fund in the asset neighbourhood

Tecolote Research, Inc. Money Purchase Pension PlanTecolote Research, Inc. Mone…$189MAnnuity Fund of Heat and Frost Insulators Local 12Annuity Fund of Heat and Fro…$188MSheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$184MPlumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fu…$183MSouthern States Savings & Retirement Plan TrustSouthern States Savings & Re…$178M
End-of-year total assets ($M) among Plumbers Local 24 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$183M
Net Income$11M
Employer EIN222372054
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Local 24 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers Local 24 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$190M 10.464032561956783% vs 2022
2024 filing year
$170M$180M$190M$200M 202220232024 $172M $190M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 912 $172M
2023 1 930 $183M
2024 1 947 $190M

Nearby Money Purchase Plans in New Jersey

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

Plumbers Local 24 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 02004006008001000 Total assets ($M) Participants Plumbers Local 24 Annuity Fund, Total assets ($M): 183.319301 · Participants: 930Plumbers Local 24 Annuity FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Plumbers Local 24 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Plumbers Local 24 Annuity Fund side-by-side with 3 peers →

Plumbers Local 24 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($184M); by covered participants it is Local 665 I.a.T.S.E. Annuity Plan in HI (936 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (930 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 24 Annuity Fund assets move in 2023? ▼
Plumbers Local 24 Annuity Fund grew at a solid clip - up 6.5% during 2023, from $172M to $183M. Reported net income was $11M.
How have Plumbers Local 24 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Local 24 Annuity Fund's sponsor-wide assets grew 10.5%, from $172M to $190M.
Where does Plumbers Local 24 Annuity Fund rank by assets among Form 5500 filers? ▼
Plumbers Local 24 Annuity Fund ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers Local 24 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($184M, 907 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Local 24 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 665 I.a.T.S.E. Annuity Plan in HI (936 participants, $25M 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 222372054.

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.