Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Plumbers & Steamfitters Union Local No. 10 Individual Account Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Plumbers & Steamfitters Union Local No. 10 · Tennessee · Construction

What the 2023 filing shows

Plumbers & Steamfitters Union Local No. 10 Individual Account Plan holds $58M for 1,379 participants — about $41,973 per participant, up 10.3% over the 2024 plan year.

$58M
total plan assets (2024 EOY)
1,379
covered participants
$41,973
avg assets per participant
+10.3%
assets growth YoY
Total Assets (2023)
$58M
Participants
1,379
State
Industry
Construction

What the Filing Says About Plumbers & Steamfitters Union Local No. 10 Individual Account Plan

Plumbers & Steamfitters Union Local No. 10 Individual Account Plan is a Money Purchase retirement plan sponsored by Board of Trustees, Plumbers & Steamfitters Union Local No. 10, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 1,379 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 541739199, and the plan has been effective since 1994-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2024 to $58M at year-end — a gain of 10.3%. Net assets (after liabilities) closed the year at $58M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$52M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$5M
Plan TypeMoney Purchase
Employer EIN541739199
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Plumbers & Steamfitters Union Local No. 10)

Year Plans Participants Total Assets
2022 1 1,401 $47M
2023 1 1,505 $52M
2024 1 1,379 $58M

Nearby Money Purchase Plans in Tennessee

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Frequently Asked Questions

How much money is in the Plumbers & Steamfitters Union Local No. 10 Individual Account Plan?
As of the 2024 Form 5500 filing, Plumbers & Steamfitters Union Local No. 10 Individual Account Plan holds $58M in total assets with 1,379 participants. It is sponsored by Board of Trustees, Plumbers & Steamfitters Union Local No. 10.
What type of plan is Plumbers & Steamfitters Union Local No. 10 Individual Account Plan?
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan is a Money Purchase plan. It has been effective since 1994-09-01. The plan is filed with the U.S. Department of Labor under EIN 541739199.
Who sponsors the Plumbers & Steamfitters Union Local No. 10 Individual Account Plan?
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan is sponsored by Board of Trustees, Plumbers & Steamfitters Union Local No. 10, located in Tennessee. The sponsor's EIN is 541739199 and the plan operates in the Construction industry.
How did Plumbers & Steamfitters Union Local No. 10 Individual Account Plan perform in 2024?
Plumbers & Steamfitters Union Local No. 10 Individual Account Plan grew by 10.3% during 2024, moving from $52M to $58M in total assets. Net income was $5M.
Where can I find official filings for Plumbers & Steamfitters Union Local No. 10 Individual Account Plan?
Official Form 5500 filings for Plumbers & Steamfitters Union Local No. 10 Individual Account Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541739199 or plan name at efast.dol.gov.
How does Plumbers & Steamfitters Union Local No. 10 Individual Account Plan compare to other plans?
You can compare Plumbers & Steamfitters Union Local No. 10 Individual Account Plan against other Money Purchase plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 541739199.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.