Money Purchase · DOL Form 5500 · 2024
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $68,955
- Avg per participant Below avg balance/head
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.
- #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.
- #6,502
- in Construction (9,039 peers)
- +18.9%
- assets growth YoY
Plumbers & Steamfitters Local 577 Annuity Plan's outsized position by total assets
Plumbers & Steamfitters Local 577 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,306,838 Top 27% higher than 73% 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 577 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 577 Annuity Plan sits mid-pack in the medium band (338 participants).
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.
DOL schedule card
Filing strip 316134953 · Board of Trustees Plumbers & Steamfitters 577 Annuity Plan PY 2024 · Money Purchase
Plumbers & Steamfitters Local 577 Annuity Plan · $23M · 338 · 73rd
- EOY $23M
- 5500 338
- ASSETS 73rd
- PCT Money Purchase
- EIN near Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion)
- RANK ind #6502
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 577 Annuity Plan in the asset neighbourhood
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees Plumbers & Steamfitters 577 Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 27.561124221823313% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Steamfitters Local 577 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) in MI ($23M); by covered participants it is Cambridge University Press Retirement Plan in NY (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Cambridge University Press Retirement Plan (NY) 338 · 0 off
- Local 553 Deferred Compensation Fund (NY) 337 · 1 off
- Money Purchase Retirement Plan of U.a. Local 716 (CT) 340 · 2 off
- Oup USA Defined Contribution Retirement Plan (NY) 340 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.