Money Purchase · DOL Form 5500 · 2024
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 1,100
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $84,765
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 81 Annuity Fund · Sponsored by Trustees of Plumbers & Steamfitters Local 81 Annuity Fund · New York · Construction
$93M in assets, 1,100 participants
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's Plumbers & Steamfitters Local 81 Annuity Fund reported $93M in total assets and 1,100 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,987 in Construction (9,039 peers)
Where Plumbers & Steamfitters Local 81 Annuity Fund sits by assets
Plumbers & Steamfitters Local 81 Annuity Fund sits in the top 10% of all filed plans by assets, $93M for 1,100 participants (~$84,765/participant), up 9.4% in 2024.
- #7,987
- in Construction (9,039 peers)
- +9.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 81 Annuity Fund's outsized position by total assets
Plumbers & Steamfitters Local 81 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$93,241,037 Top 10% higher than 90% 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
Plumbers & Steamfitters Local 81 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local 81 Annuity Fund lands in the large band (1,100 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 81 Annuity Fund reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 81 Annuity Fund end-of-year assets rose from $85M in the plan year 2023 filing to $93M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 81 Annuity Fund reported participants rose from 1,082 in the plan year 2023 filing to 1,100 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161103194 · Trustees of Plumbers & Steamfitters Local 81 Annuity Fund PY 2024 · Money Purchase
Plumbers & Steamfitters Local 81 Annuity Fund · $93M · 1,100 · 90th
- NET $93M
- NET 1,100
- NET 90th
- NET Money Purchase
- NET near I.B.E.W. Local Union No. 728 Annuity Fund
- NET ind #7987
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 New York →
Plumbers & Steamfitters Local 81 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $8M |
| Employer EIN | 161103194 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitters Local 81 Annuity Fund)
Sponsor-wide plan assets over time
All Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 23.675525983880657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 719 | $75M |
| 2023 | 1 | 1,082 | $85M |
| 2024 | 1 | 1,100 | $93M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Plumbers & Steamfitters Local 81 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is I.B.E.W. Local Union No. 728 Annuity Fund in FL ($93M); by covered participants it is Smart Local 104, District 3401(a) in CA (1,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) $93M · 1,745
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) $95M · 1,513
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) $92M · 4,866
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) $91M · 2,069
Similar participant headcount
Nearest other-state filings by covered participants (1,100 participants); asset peers above are excluded.
- Smart Local 104, District 3401(a) (CA) 1,100 · 0 off
- Valley View Hospital Money Purchase Plan (CO) 1,100 · 0 off
- Bricklayers Local No. 11 of Calif Pension Trust (CA) 1,108 · 8 off
- San Mateo County Electrical Construction Industry Retiremt Plan (CA) 1,088 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.