Money Purchase · DOL Form 5500 · 2023

Plumbers Union Local No. 12 Annuit Money Purchase Plan

Data updated 2026-08-11

$303M
Total assets
2,590
Participants
96th
Percentile by assets
$116,926
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$303M
total plan assets (2023 EOY)
2,590
covered participants
96th
percentile by assets (of 127,072 plans)
$116,926
avg assets per participant

Where Plumbers Union Local No 12 Annuity Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Construction

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Plumbers Union Local No 12 Annuity Plan reports 2,590 participants - 3.9x that state average ($303M EOY assets).

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)

$250M$300M$350M 202220232024 $261M $332M ▲ +26.9%
Total plan assets by year, all Plumbers Union Local No. 12 Annuit plans on file
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 ($B) Participants Plumbers Union Local…, Total assets ($B): 0.302838155 · Participants: 2590Plumbers Union Local…The Mitre Corporatio…, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporatio…Retirement Income Pl…, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Pl…Massachusetts Labore…, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Labore…Harvard University D…, Total assets ($B): 1.763325967 · Participants: 13259Harvard University D…Electrical Workers D…, Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers D…
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 →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers Union Local No 12 Annuity Plan by total assets, not by location.

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).

Next read for Plumbers Union Local No 12 Annuity Plan

Filing takeaways

Ways to act on Plumbers Union Local No 12 Annuity Plan's numbers.

  • By total assets, Plumbers Union Local No 12 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
  • Plumbers Union Local No. 12 Annuit's sponsor-wide assets have grown 26.9% since 2022 across 3 plan years on file. More Construction plans

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.