Money Purchase · DOL Form 5500 · 2024
Board of Trustees Plm & Steamfitters 248 Annuity Pln Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 366
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $38,384
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters Local 248 Annuity Plan · Sponsored by Board of Trustees Plm & Steamfitters 248 Annuity Pln · Kentucky · Construction
$14M in assets, 366 participants
Board of Trustees Plm & Steamfitters 248 Annuity Pln's Plumbers & Steamfitters Local 248 Annuity Plan reported $14M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,548 in Construction (9,039 peers)
Board of Trustees Plm & Steamfitters 248 Annuity Pln multi-year trail
Board of Trustees Plm & Steamfitters 248 Annuity Pln's plans moved +74.8% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 248 Annuity Plan at $14M / 366 participants.
- #5,548
- in Construction (9,039 peers)
- +26.6%
- assets growth YoY
Plumbers & Steamfitters Local 248 Annuity Plan's mid-pack asset rank among Construction and all filers
Plumbers & Steamfitters Local 248 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,048,432 Top 37% higher than 63% 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 248 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 & Steamfitters Local 248 Annuity Plan sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 248 Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 248 Annuity Plan reported participants rose from 291 in the plan year 2023 filing to 366 in the plan year 2024 filing.
- Plumbers & Steamfitters Local 248 Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 476290329 · Board of Trustees Plm & Steamfitters 248 Annuity Pln PY 2024 · Money Purchase
Plumbers & Steamfitters Local 248 Annuity Plan · $14M · 366 · 63rd
- SCH $14M
- SCH 366
- SCH 63rd
- SCH Money Purchase
- SCH near Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan
- SCH ind #5548
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 Kentucky →
Plumbers & Steamfitters Local 248 Annuity Plan in the asset neighbourhood
Board of Trustees Plm & Steamfitters 248 Annuity Pln multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees Plm & Steamfitters 248 Annuity Pln plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 74.75465067186668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $8M |
| 2023 | 1 | 291 | $11M |
| 2024 | 1 | 366 | $14M |
Board of Trustees Plm & Steamfitters 248 Annuity Pln filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 476290329 |
| Plan Effective Date | 2014-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.5B · 1,984
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $618M · 1,824
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $111M · 424
- Plumbers & Steamfitters Local 577 Annuity Plan $23M · 338
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan $8M · 75
Plumbers & Steamfitters Local 248 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan in IN ($14M); by covered participants it is Baptist Community Services 401(a) Retirement Plan in TX (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (366 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.