Money Purchase · DOL Form 5500 · 2024

Plumbers Union Local No. 12 Annuit Money Purchase Plan

Data updated 2026-08-25

$332M
Total assets Above avg plan size
2,607
Participants Above avg headcount
96th
Percentile by assets National rank
$127,228
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers Union Local No 12 Annuity Plan · Sponsored by Plumbers Union Local No. 12 Annuit · Massachusetts · Construction

$332M in assets, 2,607 participants

Plumbers Union Local No. 12 Annuit's Plumbers Union Local No 12 Annuity Plan reported $332M in total assets and 2,607 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,634 in Construction (9,039 peers)

Coverage in Massachusetts

Plumbers Union Local No 12 Annuity Plan covers 2,607 participants in Massachusetts, 4.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $332M.

#8,634
in Construction (9,039 peers)
+9.5%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Plumbers Union Local No 12 Annuity Plan's outsized position by total assets

Plumbers Union Local No 12 Annuity Plan vs every filed plan by assets

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

$331,682,137 Top 4% higher than 96% 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 Union Local No 12 Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers Union Local No 12 Annuity Plan lands in the large band (2,607 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers Union Local No 12 Annuity Plan reported net income fell from $41M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Plumbers Union Local No 12 Annuity Plan end-of-year assets rose from $303M in the plan year 2023 filing to $332M in the plan year 2024 filing.
  • Plumbers Union Local No 12 Annuity Plan reported participants rose from 2,590 in the plan year 2023 filing to 2,607 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042621293 · Plumbers Union Local No. 12 Annuit PY 2024 · Money Purchase

Plumbers Union Local No 12 Annuity Plan · $332M · 2,607 · 96th

  • ASSETS $332M
  • PCT 2,607
  • EIN 96th
  • RANK Money Purchase
  • PHOTO near Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan
  • IND ind #8634

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 Massachusetts →

Plumbers Union Local No 12 Annuity Plan in the asset neighbourhood

Duane Morris Retirement Plan$338MOrange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanOrange County IBEW-NECA Elec…$335MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$332MSacramento Area Electrical Workers Pension and Profit Sharing PlanSacramento Area Electrical W…$327MSamaritan Health Services Retirement PlanSamaritan Health Services Re…$321M
End-of-year total assets ($M) among Plumbers Union Local No 12 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$332M
Net Income$29M
Employer EIN042621293
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Union Local No. 12 Annuit)

Sponsor-wide plan assets over time

All Plumbers Union Local No. 12 Annuit plans reported in each filing year

Latest sponsor-wide plan assets
$332M 26.85913458998516% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $261M $332M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 2,555 $261M
2023 1 2,590 $303M
2024 1 2,607 $332M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbers Union Local No 12 Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Plumbers Union Local No 12 Annuity Plan, Total assets ($B): 0.331682137 · Participants: 2607Plumbers Union Local No 12 Annuity PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Plumbers Union Local No 12 Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Plumbers Union Local No 12 Annuity Plan side-by-side with 3 peers →

Plumbers Union Local No 12 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in CA ($335M); by covered participants it is Abatement Workers National Defined Contribution Pension Plan in MI (2,611 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,607 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 Union Local No 12 Annuity Plan assets move in 2024? ▼
Plumbers Union Local No 12 Annuity Plan grew at a solid clip - up 9.5% during 2024, from $303M to $332M. Reported net income was $29M.
How have Plumbers Union Local No. 12 Annuit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Union Local No. 12 Annuit's sponsor-wide assets grew 26.9%, from $261M to $332M.
Where does Plumbers Union Local No 12 Annuity Plan rank by assets among Form 5500 filers? ▼
Plumbers Union Local No 12 Annuity Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers Union Local No 12 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in CA ($335M, 4,246 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers Union Local No 12 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Abatement Workers National Defined Contribution Pension Plan in MI (2,611 participants, $45M 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 042621293.

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.