Money Purchase · DOL Form 5500 · 2024
Trustees of Plumbers & Steamfitters Local 81 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $93M
- Total assets
- 1,100
- Participants
- 90th
- Percentile by assets
- $84,765
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $93M
- total plan assets (2024 EOY)
- 1,100
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $84,765
- avg assets per participant
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.
Plumbers & Steamfitters Local 81 Annuity Fund vs the 2024 asset distribution
By assets, Plumbers & Steamfitters Local 81 Annuity Fund outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Plumbers & Steamfitters Local 81 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 81 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Plumbers & Steamfitters Local 81 Annuity Fund assets move in 2024? ▼
How have Trustees of Plumbers & Steamfitters Local 81 Annuity Fund plan assets changed over time? ▼
Where does Plumbers & Steamfitters Local 81 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 81 Annuity Fund? ▼
Next read for Plumbers & Steamfitters Local 81 Annuity…
Scale reading
Ways to act on Plumbers & Steamfitters Local 81 Annuity Fund's numbers.
- By total assets, Plumbers & Steamfitters Local 81 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Construction plans