Money Purchase · DOL Form 5500 · 2022

Tony's Plumbing & Heating Anthony Petrovich Money Purchase Plan

Data updated 2026-08-25

$614K
Total assets Small plan by assets
10
Participants Small participant base
20th
Percentile by assets National rank
$61,392
Avg per participant Low balance/head
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Official DOL plan name: Tony's Plumbing & Heating Pension Plan and Trust · Sponsored by Tony's Plumbing & Heating Anthony Petrovich · Illinois · Construction

$614K in assets, 10 participants

Tony's Plumbing & Heating Anthony Petrovich's Tony's Plumbing & Heating Pension Plan and Trust reported $614K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,764 in Construction (9,927 peers)

What the 2022 filing shows

Tony's Plumbing & Heating Pension Plan and Trust holds $614K for 10 participants - about $61,392 per participant, among the smaller plans by assets on file.

#1,764
in Construction (9,927 peers)
-0.7%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tony's Plumbing & Heating Pension Plan and Trust among the smaller filed plans by assets

Tony's Plumbing & Heating Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$613,923 20th percentile higher than 20% of 139,123 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 2022

Tony's Plumbing & Heating Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tony's Plumbing & Heating Pension Plan and Trust is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 362557002 · Tony's Plumbing & Heating Anthony Petrovich PY 2022 · Money Purchase

Tony's Plumbing & Heating Pension Plan and Trust · $614K · 10 · 20th

  • ASSETS $614K
  • PCT 10
  • EIN 20th
  • RANK Money Purchase
  • PHOTO near Wabasha Fire Department Relief Association
  • IND ind #1764

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 Illinois →

Tony's Plumbing & Heating Pension Plan and Trust in the asset neighbourhood

Wabasha Fire Department Relief AssociationWabasha Fire Department Reli…$618KGeorge Depaoli Distributing Co Inc. Pension PlanGeorge Depaoli Distributing …$618KChristine M Gizoni Retirement PlanChristine M Gizoni Retiremen…$620KTony's Plumbing & Heating Pension Plan and TrustTony's Plumbing & Heating Pe…$614KMonotech of Mississippi, Inc. Pension Plan for Collective Bargaining EmployeesMonotech of Mississippi, Inc…$610K
End-of-year total assets ($M) among Tony's Plumbing & Heating Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$618K
Net Assets (End of Year)$614K
Net Income-$4K
Employer EIN362557002
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tony's Plumbing & Heating Anthony Petrovich)

Sponsor-wide plan assets over time

All Tony's Plumbing & Heating Anthony Petrovich plans reported in each filing year

Latest sponsor-wide plan assets
$670K 9.118733131027833% vs 2022
2023 filing year
$0.6M$0.62M$0.64M$0.66M$0.68M 20222023 $0.61M $0.67M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 10 $614K
2023 1 9 $670K

Nearby Money Purchase Plans in Illinois

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

Tony's Plumbing & Heating Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Tony's Plumbing & Heating Pension Plan and Trust, Total assets ($M): 0.613923 · Participants: 10Tony's Plumbing & Heating Pension Plan and TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Tony's Plumbing & Heating Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Tony's Plumbing & Heating Pension Plan and Trust side-by-side with 3 peers →

Tony's Plumbing & Heating Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Wabasha Fire Department Relief Association in MN ($618K); by covered participants it is Robert Hass & William Hass Optometrists PC Money Purchase Plan in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tony's Plumbing & Heating Pension Plan and Trust assets move in 2022? ▼
Tony's Plumbing & Heating Pension Plan and Trust held essentially flat - down 0.7% during 2022, from $618K to $614K. Reported net income was -$4K.
How have Tony's Plumbing & Heating Anthony Petrovich plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Tony's Plumbing & Heating Anthony Petrovich's sponsor-wide assets grew 9.1%, from $614K to $670K.
Where does Tony's Plumbing & Heating Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Tony's Plumbing & Heating Pension Plan and Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Tony's Plumbing & Heating Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Wabasha Fire Department Relief Association in MN ($618K, 26 participants).
Which Money Purchase plans cover a similar participant headcount to Tony's Plumbing & Heating Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Robert Hass & William Hass Optometrists PC Money Purchase Plan in MI (10 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362557002.

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.