Money Purchase · DOL Form 5500 · 2024
Board of Trustees Plumbers Local #63 Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $21M
- Total assets
- 189
- Participants
- 71st
- Percentile by assets
- $112,856
- Avg per participant
Official DOL plan name: Plumbers Local #63 Annuity Plan · Sponsored by Board of Trustees Plumbers Local #63 Annuity Plan · Indiana · Construction
$21M in assets, 189 participants
Board of Trustees Plumbers Local #63 Annuity Plan's Plumbers Local #63 Annuity Plan reported $21M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 123,622 plans)
- #6,352 in Construction (9,039 peers)
Coverage in Indiana
Plumbers Local #63 Annuity Plan covers 189 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 189
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $112,856
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers Local #63 Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Plumbers Local #63 Annuity Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Plumbers Local #63 Annuity Plan reports 189 participants - about 35% of that state average ($21M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 371378834 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers Local #63 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $18M |
| 2023 | 1 | 190 | $20M |
| 2024 | 1 | 189 | $21M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers Local #63 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers Local #63 Annuity Plan assets move in 2024? ▼
How have Board of Trustees Plumbers Local #63 Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Plumbers Local #63 Annuity Plan? ▼
Next read for Plumbers Local #63 Annuity Plan
Filing takeaways
Ways to act on Plumbers Local #63 Annuity Plan's numbers.
- By total assets, Plumbers Local #63 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Board of Trustees Plumbers Local #63 Annuity Plan's sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Construction plans