Money Purchase · DOL Form 5500 · 2024
Ouellette Plumbing & Heating Money Purchase Plan
Data updated 2026-08-25
- $267K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $66,853
- Avg per participant Below avg balance/head
Official DOL plan name: Ouellette Plumbing & Heating Money Accumulation Plan · Sponsored by Ouellette Plumbing & Heating · Vermont · Construction
$267K in assets, 4 participants
Ouellette Plumbing & Heating's Ouellette Plumbing & Heating Money Accumulation Plan reported $267K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,093 in Construction (9,039 peers)
Ouellette Plumbing & Heating multi-year trail
Ouellette Plumbing & Heating's plans moved +80.2% in assets from 2022 to 2024; this filing shows Ouellette Plumbing & Heating Money Accumulation Plan at $267K / 4 participants.
- #1,093
- in Construction (9,039 peers)
- +19.5%
- assets growth YoY
Ouellette Plumbing & Heating Money Accumulation Plan among the smaller filed plans by assets
Ouellette Plumbing & Heating Money Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$267,411 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ouellette Plumbing & Heating Money Accumulation Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ouellette Plumbing & Heating Money Accumulation Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ouellette Plumbing & Heating Money Accumulation Plan end-of-year assets rose from $224K in the plan year 2023 filing to $267K in the plan year 2024 filing.
- Ouellette Plumbing & Heating Money Accumulation Plan reported net income fell from $53K in the plan year 2023 filing to $44K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030217292 · Ouellette Plumbing & Heating PY 2024 · Money Purchase
Ouellette Plumbing & Heating Money Accumulation Plan · $267K · 4 · 13th
- BOOK $267K
- VS-ST 4
- BOY 13th
- SCH Money Purchase
- EBSA near William a. Keen Money Purchase Plan & Trust
- PART ind #1093
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 Vermont →
Ouellette Plumbing & Heating Money Accumulation Plan in the asset neighbourhood
Ouellette Plumbing & Heating multi-year asset trail
Sponsor-wide plan assets over time
All Ouellette Plumbing & Heating plans reported in each filing year
- Latest sponsor-wide plan assets
- $490K 80.15252586507893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $272K |
| 2023 | 2 | 8 | $383K |
| 2024 | 2 | 8 | $490K |
Ouellette Plumbing & Heating filing trail (2024)
| Total Assets (Beginning of Year) | $224K |
|---|---|
| Net Assets (End of Year) | $267K |
| Net Income | $44K |
| Employer EIN | 030217292 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Vermont
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Middlebury College Core Retirement Plan $574M · 1,500
- I.B.E.W. Local 300 - Unit 1 Pension Plan $39M · 191
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust $29M · 397
Ouellette Plumbing & Heating Money Accumulation Plan's out-of-state Money Purchase peers by assets and headcount
Outside Vermont, the nearest Money Purchase by assets is William a. Keen Money Purchase Plan & Trust in VA ($266K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.