Money Purchase · DOL Form 5500 · 2023

Board of Trustees Plm & Steamfitters 248 Annuity Pln Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
291
Participants Below avg headcount
61st
Percentile by assets National rank
$38,122
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 248 Annuity Plan · Sponsored by Board of Trustees Plm & Steamfitters 248 Annuity Pln · Kentucky · Construction

$11M in assets, 291 participants

Board of Trustees Plm & Steamfitters 248 Annuity Pln's Plumbers & Steamfitters Local 248 Annuity Plan reported $11M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,347 in Construction (9,030 peers)

Coverage in Kentucky

Plumbers & Steamfitters Local 248 Annuity Plan covers 291 participants in Kentucky, about 45% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#5,347
in Construction (9,030 peers)
+38.0%
assets growth YoY

Plumbers & Steamfitters Local 248 Annuity Plan's mid-pack asset rank among Construction and all filers

Plumbers & Steamfitters Local 248 Annuity Plan vs every filed plan by assets

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

$11,093,424 Top 39% higher than 61% 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 & Steamfitters Local 248 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 & Steamfitters Local 248 Annuity Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters Local 248 Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 248 Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 248 Annuity Plan reported participants rose from 282 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 476290329 · Board of Trustees Plm & Steamfitters 248 Annuity Pln PY 2023 · Money Purchase

Plumbers & Steamfitters Local 248 Annuity Plan · $11M · 291 · 61st

  • VS-ST $11M
  • VS-ST 291
  • VS-ST 61st
  • VS-ST Money Purchase
  • VS-ST near Allied Workers Local 48 Annuity Plan
  • VS-ST ind #5347

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 Kentucky →

Plumbers & Steamfitters Local 248 Annuity Plan in the asset neighbourhood

Cement Masons Local Union No. 111 Pension FundCement Masons Local Union No…$11MCordillera and Affiliated Companies Money Purchase Pension PlanCordillera and Affiliated Co…$11MPlumbers & Steamfitters Local 248 Annuity PlanPlumbers & Steamfitters Loca…$11MAllied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$11MCao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$11M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 248 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN476290329
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plm & Steamfitters 248 Annuity Pln)

Sponsor-wide plan assets over time

All Board of Trustees Plm & Steamfitters 248 Annuity Pln plans reported in each filing year

Latest sponsor-wide plan assets
$14M 74.75465067186668% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.04M $14.1M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 282 $8M
2023 1 291 $11M
2024 1 366 $14M

Nearby Money Purchase Plans in Kentucky

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

Plumbers & Steamfitters Local 248 Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants Plumbers & Steamfitters Local 248 Annuity Plan, Total assets ($B): 0.011093424 · Participants: 291Plumbers & Steamfitters Local 248 Annuity PlanUPS/Ipa Defined Contribution Money Purchase Pension Plan, Total assets ($B): 2.177270606 · Participants: 2143UPS/Ipa Defined Contribution Money Purchase Pension PlanUPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, Total assets ($B): 0.550201824 · Participants: 1810UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanUniversity of Louisville Physicians, Inc. Money Purchase Pension Plan, Total assets ($B): 0.089351848 · Participants: 404University of Louisville Physicians, Inc. Money Purchase Pension PlanPlumbers & Steamfitters Local 577 Annuity Plan, Total assets ($B): 0.019608138 · Participants: 344Plumbers & Steamfitters Local 577 Annuity PlanBricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan, Total assets ($B): 0.008260311 · Participants: 65Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan
Plumbers & Steamfitters Local 248 Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
Compare Plumbers & Steamfitters Local 248 Annuity Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 248 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kentucky, the nearest Money Purchase by assets is Allied Workers Local 48 Annuity Plan in TN ($11M); by covered participants it is New Jersey Institute for Disabilities Retirement Plan in NJ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 & Steamfitters Local 248 Annuity Plan assets move in 2023? ▼
Plumbers & Steamfitters Local 248 Annuity Plan surged - up 38.0% during 2023, from $8M to $11M. Reported net income was $3M.
How have Board of Trustees Plm & Steamfitters 248 Annuity Pln plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plm & Steamfitters 248 Annuity Pln's sponsor-wide assets grew 74.8%, from $8M to $14M.
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 248 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Allied Workers Local 48 Annuity Plan in TN ($11M, 598 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local 248 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is New Jersey Institute for Disabilities Retirement Plan in NJ (291 participants, $37M 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 476290329.

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.