Money Purchase · DOL Form 5500 · 2024
Ouellette Plumbing & Heating Money Purchase Plan
Data updated 2026-08-11
- $267K
- Total assets
- 4
- Participants
- 13th
- Percentile by assets
- $66,853
- Avg per participant
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.
- 13th percentile by assets (of 123,622 plans)
- #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.
- $267K
- total plan assets (2024 EOY)
- 4
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $66,853
- avg assets per participant
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.
Ouellette Plumbing & Heating across 3 plan years on file
Across the 3 plan years Ouellette Plumbing & Heating has on file (2022-2024), sponsor-wide plan assets have moved from $272K to $490K, a gain of 80.2%, while reported participants moved from 4 to 8 (+100.0%). Peak year by sponsor assets: 2024 ($490K); trough: 2022 ($272K).
Ouellette Plumbing & Heating multi-year asset trail
| 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.
Ouellette Plumbing & Heating Money Accumulation Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ouellette Plumbing & Heating Money Accumulation Plan by total assets, not by location.
Frequently Asked Questions
How did Ouellette Plumbing & Heating Money Accumulation Plan assets move in 2024? ▼
How have Ouellette Plumbing & Heating plan assets changed over time? ▼
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Next read for Ouellette Plumbing & Heating Money Accum…
Multi-year trail
Ways to act on Ouellette Plumbing & Heating Money Accumulation Plan's numbers.
- By total assets, Ouellette Plumbing & Heating Money Accumulation Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Vermont. Compare plans
- Ouellette Plumbing & Heating's sponsor-wide assets have grown 80.2% since 2022 across 3 plan years on file. More Construction plans