Money Purchase · DOL Form 5500 · 2024
Board of Trustees Plm & Steamfitters 248 Annuity Pln Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 366
- Participants
- 63rd
- Percentile by assets
- $38,384
- Avg per participant
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.
- 63rd percentile by assets (of 123,622 plans)
- #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.
- $14M
- total plan assets (2024 EOY)
- 366
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $38,384
- avg assets per participant
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.
Board of Trustees Plm & Steamfitters 248 Annuity Pln across 3 plan years on file
Across the 3 plan years Board of Trustees Plm & Steamfitters 248 Annuity Pln has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $14M, a gain of 74.8%, while reported participants moved from 282 to 366 (+29.8%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($8M).
Board of Trustees Plm & Steamfitters 248 Annuity Pln multi-year asset trail
| 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.
Plumbers & Steamfitters Local 248 Annuity Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 248 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers & Steamfitters Local 248 Annuity Plan assets move in 2024? ▼
How have Board of Trustees Plm & Steamfitters 248 Annuity Pln plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 248 Annuity Plan? ▼
Next read for Plumbers & Steamfitters Local 248 Annuit…
Multi-year trail
Ways to act on Plumbers & Steamfitters Local 248 Annuity Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 248 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 Kentucky. Compare plans
- Board of Trustees Plm & Steamfitters 248 Annuity Pln's sponsor-wide assets have grown 74.8% since 2022 across 3 plan years on file. More Construction plans