Money Purchase · DOL Form 5500 · 2022
Plumbers & Steamfitters Local 565 Money Purchase Plan
Data updated 2026-08-11
- $28M
- Total assets
- 538
- Participants
- 82nd
- Percentile by assets
- $52,460
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 565 Pension Plan · Sponsored by Plumbers & Steamfitters Local 565 · West Virginia · Construction
$28M in assets, 538 participants
Plumbers & Steamfitters Local 565's Plumbers & Steamfitters Local 565 Pension Plan reported $28M in total assets and 538 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #8,050 in Construction (9,927 peers)
Where Plumbers & Steamfitters Local 565 Pension Plan sits by assets
Plumbers & Steamfitters Local 565 Pension Plan sits in the top quartile of all filed plans by assets, $28M for 538 participants (~$52,460/participant), down 14.7% in 2022.
- $28M
- total plan assets (2022 EOY)
- 538
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $52,460
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plumbers & Steamfitters Local 565 Pension Plan vs the 2022 asset distribution
By assets, Plumbers & Steamfitters Local 565 Pension Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 550615390 |
| Plan Effective Date | 1981-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 565)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 538 | $28M |
| 2023 | 1 | 559 | $32M |
| 2024 | 1 | 632 | $35M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters Local 565 Pension Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
- West Virginia University Medical Corporation Retirement Plan $288M · 1,697
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $80M · 1,376
- Plumbers & Pipefitters Local 152 Retirement Annuit $63M · 3,241
- IBEW Local 968 Pension Fund $58M · 349
- West Virginia University Medical Corp. Charleston Division Retirement Plan $51M · 236
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 565 Pension Plan by total assets, not by location.
- Greylock Pension Plan (MA) $28M · 265
- Iron Workers Local #397 Annuity Fund (TN) $28M · 1,558
- Lansing Local 826 Glazier's Restated Money Purchas E Pension Trust (MI) $28M · 135
- Plumbers, Pipefitters, and Apprentices Local No. 112 Annuity Fund (NY) $28M · 512
Frequently Asked Questions
How did Plumbers & Steamfitters Local 565 Pension Plan assets move in 2022? ▼
How have Plumbers & Steamfitters Local 565 plan assets changed over time? ▼
Where does Plumbers & Steamfitters Local 565 Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 565 Pension Plan? ▼
Next read for Plumbers & Steamfitters Local 565 Pensio…
Scale reading
Ways to act on Plumbers & Steamfitters Local 565 Pension Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 565 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
- Plumbers & Steamfitters Local 565's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Construction plans