Money Purchase · DOL Form 5500 · 2023

Plumbers Union Local No. 12 Annuit Money Purchase Plan

Data updated 2026-08-25

$303M
Total assets Above avg plan size
2,590
Participants Above avg headcount
96th
Percentile by assets National rank
$116,926
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers Union Local No 12 Annuity Plan · Sponsored by Plumbers Union Local No. 12 Annuit · Massachusetts · Construction

$303M in assets, 2,590 participants

Plumbers Union Local No. 12 Annuit's Plumbers Union Local No 12 Annuity Plan reported $303M in total assets and 2,590 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,620 in Construction (9,030 peers)

Coverage in Massachusetts

Plumbers Union Local No 12 Annuity Plan covers 2,590 participants in Massachusetts, 3.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $303M.

#8,620
in Construction (9,030 peers)
+15.8%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Plumbers Union Local No 12 Annuity Plan's outsized position by total assets

Plumbers Union Local No 12 Annuity Plan vs every filed plan by assets

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

$302,838,155 Top 4% higher than 96% 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 Union Local No 12 Annuity Plan'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 Union Local No 12 Annuity Plan lands in the large band (2,590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Union Local No 12 Annuity Plan reported net income rose from $25M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Plumbers Union Local No 12 Annuity Plan end-of-year assets rose from $261M in the plan year 2022 filing to $303M in the plan year 2023 filing.
  • Plumbers Union Local No 12 Annuity Plan reported participants rose from 2,555 in the plan year 2022 filing to 2,590 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042621293 · Plumbers Union Local No. 12 Annuit PY 2023 · Money Purchase

Plumbers Union Local No 12 Annuity Plan · $303M · 2,590 · 96th

  • IND $303M
  • IND 2,590
  • IND 96th
  • IND Money Purchase
  • IND near Hawaii Laborers' Annuity Fund
  • IND ind #8620

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 Massachusetts →

Plumbers Union Local No 12 Annuity Plan in the asset neighbourhood

Millwrights' Local 1102 Supplemental Pension FundMillwrights' Local 1102 Supp…$306MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$306MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$303MHawaii Laborers' Annuity Fund$302MOrange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanOrange County IBEW-NECA Elec…$301M
End-of-year total assets ($M) among Plumbers Union Local No 12 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$303M
Net Income$41M
Employer EIN042621293
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Union Local No. 12 Annuit)

Sponsor-wide plan assets over time

All Plumbers Union Local No. 12 Annuit plans reported in each filing year

Latest sponsor-wide plan assets
$332M 26.85913458998516% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $261M $332M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 2,555 $261M
2023 1 2,590 $303M
2024 1 2,607 $332M

Nearby Money Purchase Plans in Massachusetts

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

Plumbers Union Local No 12 Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.522.53 Total assets ($B) Participants Plumbers Union Local No 12 Annuity Plan, Total assets ($B): 0.302838155 · Participants: 2590Plumbers Union Local No 12 Annuity PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Plumbers Union Local No 12 Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Plumbers Union Local No 12 Annuity Plan side-by-side with 3 peers →

Plumbers Union Local No 12 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Hawaii Laborers' Annuity Fund in HI ($302M); by covered participants it is The Association of University Physicians Pension Plan in WA (2,598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,590 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 Union Local No 12 Annuity Plan assets move in 2023? ▼
Plumbers Union Local No 12 Annuity Plan grew sharply - up 15.8% during 2023, from $261M to $303M. Reported net income was $41M.
How have Plumbers Union Local No. 12 Annuit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Union Local No. 12 Annuit's sponsor-wide assets grew 26.9%, from $261M to $332M.
Where does Plumbers Union Local No 12 Annuity Plan rank by assets among Form 5500 filers? ▼
Plumbers Union Local No 12 Annuity Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers Union Local No 12 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Laborers' Annuity Fund in HI ($302M, 2,894 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Union Local No 12 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Association of University Physicians Pension Plan in WA (2,598 participants, $437M 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 042621293.

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.