Money Purchase · DOL Form 5500 · 2023
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 344
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $57,000
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters Local 577 Annuity Plan · Sponsored by Board of Trustees Plumbers & Steamfitters 577 Annuity Plan · Kentucky · Construction
$20M in assets, 344 participants
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's Plumbers & Steamfitters Local 577 Annuity Plan reported $20M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,411 in Construction (9,030 peers)
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan multi-year trail
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's plans moved +27.6% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 577 Annuity Plan at $20M / 344 participants.
- #6,411
- in Construction (9,030 peers)
- +23.8%
- assets growth YoY
Plumbers & Steamfitters Local 577 Annuity Plan's outsized position by total assets
Plumbers & Steamfitters Local 577 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,608,138 Top 28% higher than 72% of 127,068 filed plans
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 577 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 577 Annuity Plan sits mid-pack in the medium band (344 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 577 Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 577 Annuity Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 577 Annuity Plan reported participants rose from 297 in the plan year 2022 filing to 344 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 316134953 · Board of Trustees Plumbers & Steamfitters 577 Annuity Plan PY 2023 · Money Purchase
Plumbers & Steamfitters Local 577 Annuity Plan · $20M · 344 · 72nd
- RANK $20M
- PHOTO 344
- IND 72nd
- EOY Money Purchase
- 5500 near American Medical Response Hawaii Money Purchase Pension Plan
- ASSETS ind #6411
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 577 Annuity Plan in the asset neighbourhood
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 27.561124221823313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 638 | $98M |
| 2023 | 2 | 675 | $113M |
| 2024 | 2 | 676 | $125M |
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 316134953 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.2B · 2,143
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan $8M · 65
Plumbers & Steamfitters Local 577 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is American Medical Response Hawaii Money Purchase Pension Plan in CO ($20M); by covered participants it is Paintmakers Money Accumulation Pension Plan B in WA (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (344 participants); asset peers above are excluded.
- Paintmakers Money Accumulation Pension Plan B (WA) 345 · 1 off
- Children and Families First 401(a) Mpp Plan (NC) 342 · 2 off
- Boys & Girls Clubs of Chicago 401(k) Plan (IL) 348 · 4 off
- Annuity Fund of Local 274 (NJ) 340 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.