Money Purchase · DOL Form 5500 · 2024
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 338
- Participants
- 73rd
- Percentile by assets
- $68,955
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 577 Annuity Plan · Sponsored by Board of Trustees Plumbers & Steamfitters 577 Annuity Plan · Kentucky · Construction
$23M in assets, 338 participants
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's Plumbers & Steamfitters Local 577 Annuity Plan reported $23M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #6,502 in Construction (9,039 peers)
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan multi-year trail
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's plans moved +27.6% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 577 Annuity Plan at $23M / 338 participants.
- $23M
- total plan assets (2024 EOY)
- 338
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $68,955
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 577 Annuity Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 577 Annuity Plan reported participants fell from 344 in the plan year 2023 filing to 338 in the plan year 2024 filing.
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan across 3 plan years on file
Across the 3 plan years Board of Trustees Plumbers & Steamfitters 577 Annuity Plan has on file (2022-2024), sponsor-wide plan assets have moved from $98M to $125M, a gain of 27.6%, while reported participants moved from 638 to 676 (+6.0%). Peak year by sponsor assets: 2024 ($125M); trough: 2022 ($98M).
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 638 | $98M |
| 2023 | 2 | 675 | $113M |
| 2024 | 2 | 676 | $125M |
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 316134953 |
| Plan Effective Date | 2000-06-01 |
| 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 577 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 248 Annuity Plan $14M · 366
- 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 577 Annuity Plan by total assets, not by location.
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) $23M · 3,087
- The National Mutual Insurance Company Money Purchase Pension Plan (OH) $23M · 171
- Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan (MO) $23M · 190
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan (NC) $23M · 663
Frequently Asked Questions
How did Plumbers & Steamfitters Local 577 Annuity Plan assets move in 2024? ▼
How have Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 577 Annuity Plan? ▼
Next read for Plumbers & Steamfitters Local 577 Annuit…
Multi-year trail
Ways to act on Plumbers & Steamfitters Local 577 Annuity Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 577 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 Plumbers & Steamfitters 577 Annuity Plan's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Construction plans