Money Purchase · DOL Form 5500 · 2024

Board of Trustees Plumbers Local #63 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
189
Participants Below avg headcount
71st
Percentile by assets National rank
$112,856
Avg per participant Below avg balance/head
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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.

  • #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.

#6,352
in Construction (9,039 peers)
+5.2%
assets growth YoY

Plumbers Local #63 Annuity Plan's outsized position by total assets

Plumbers Local #63 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,329,811 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Plumbers Local #63 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers Local #63 Annuity Plan sits mid-pack in the medium band (189 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371378834 · Board of Trustees Plumbers Local #63 Annuity Plan PY 2024 · Money Purchase

Plumbers Local #63 Annuity Plan · $21M · 189 · 71st

  • SCH $21M
  • SCH 189
  • SCH 71st
  • SCH Money Purchase
  • SCH near Physicians Insurance Money Purchase Plan
  • SCH ind #6352

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 Indiana →

Plumbers Local #63 Annuity Plan in the asset neighbourhood

Physicians Insurance Money Purchase PlanPhysicians Insurance Money P…$21MPlumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$21MHadassah Retirement Plan$21MCouncil on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$21MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$21M
End-of-year total assets ($M) among Plumbers Local #63 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN371378834
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers Local #63 Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers Local #63 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.5572187137539% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.3M ▲ +17.6%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Plumbers Local #63 Annuity Plan, Total assets ($M): 21.329811 · Participants: 189Plumbers Local #63 Annuity PlanI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 432.726108 · Participants: 986I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 219.644569 · Participants: 576Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 198.159411 · Participants: 2945Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 137.067478 · Participants: 705IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 127.934904 · Participants: 1457International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Plumbers Local #63 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Plumbers Local #63 Annuity Plan side-by-side with 3 peers →

Plumbers Local #63 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Physicians Insurance Money Purchase Plan in WA ($21M); by covered participants it is Roofers Union Local 221 Annuity Plan in HI (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plumbers Local #63 Annuity Plan assets move in 2024? ▼
Plumbers Local #63 Annuity Plan grew at a solid clip - up 5.2% during 2024, from $20M to $21M. Reported net income was $1M.
How have Board of Trustees Plumbers Local #63 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers Local #63 Annuity Plan's sponsor-wide assets grew 17.6%, from $18M to $21M.
Which Money Purchase plans are similar in size to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Physicians Insurance Money Purchase Plan in WA ($21M, 91 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Local #63 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers Union Local 221 Annuity Plan in HI (188 participants, $19M in assets).

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 371378834.

Read our methodology - how this data is sourced, computed, and verified.

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