Money Purchase · DOL Form 5500 · 2024
Plumbers Union Local No. 12 Annuit Money Purchase Plan
Data updated 2026-08-11
- $332M
- Total assets
- 2,607
- Participants
- 96th
- Percentile by assets
- $127,228
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $332M
- total plan assets (2024 EOY)
- 2,607
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $127,228
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Plumbers Union Local No 12 Annuity Plan reports 2,607 participants - 4.0x that state average ($332M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $303M |
|---|---|
| Net Assets (End of Year) | $332M |
| Net Income | $29M |
| Employer EIN | 042621293 |
| Plan Effective Date | 1975-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers Union Local No. 12 Annuit)
| 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
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers Union Local No 12 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers Union Local No 12 Annuity Plan assets move in 2024? ▼
How have Plumbers Union Local No. 12 Annuit plan assets changed over time? ▼
Where does Plumbers Union Local No 12 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers Union Local No 12 Annuity Plan? ▼
Next read for Plumbers Union Local No 12 Annuity Plan
Filing takeaways
Ways to act on Plumbers Union Local No 12 Annuity Plan's numbers.
- By total assets, Plumbers Union Local No 12 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Plumbers Union Local No. 12 Annuit's sponsor-wide assets have grown 26.9% since 2022 across 3 plan years on file. More Construction plans