Money Purchase · DOL Form 5500 · 2022

Plumbers & Steamfitters Local 565 Money Purchase Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
538
Participants Below avg headcount
82nd
Percentile by assets National rank
$52,460
Avg per participant Low balance/head
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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.

  • #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.

#8,050
in Construction (9,927 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Plumbers & Steamfitters Local 565 Pension Plan vs every filed plan by assets

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

$28,223,568 Top 18% higher than 82% 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

Plumbers & Steamfitters Local 565 Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local 565 Pension Plan sits mid-pack in the medium band (538 participants).

Form 5500 schedule snapshot

Filing strip 550615390 · Plumbers & Steamfitters Local 565 PY 2022 · Money Purchase

Plumbers & Steamfitters Local 565 Pension Plan · $28M · 538 · 82nd

  • VS-ST $28M
  • BOY 538
  • SCH 82nd
  • EBSA Money Purchase
  • PART near Greylock Pension Plan
  • TYPE ind #8050

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 West Virginia →

Plumbers & Steamfitters Local 565 Pension Plan in the asset neighbourhood

Plumbers, Pipefitters, and Apprentices Local No. 112 Annuity FundPlumbers, Pipefitters, and A…$28MLansing Local 826 Glazier's Restated Money Purchas E Pension TrustLansing Local 826 Glazier's …$28MIron Workers Local #397 Annuity FundIron Workers Local #397 Annu…$28MGreylock Pension Plan$28MPlumbers & Steamfitters Local 565 Pension PlanPlumbers & Steamfitters Loca…$28M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 565 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN550615390
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local 565)

Sponsor-wide plan assets over time

All Plumbers & Steamfitters Local 565 plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.59695145560618% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.5M ▲ +25.6%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400 Total assets ($M) Participants Plumbers & Steamfitters Local 565 Pension Plan, Total assets ($M): 28.223568 · Participants: 538Plumbers & Steamfitters Local 565 Pension PlanWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 288.022839 · Participants: 1697West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 80.087756 · Participants: 1376University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanPlumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 63.034799 · Participants: 3241Plumbers & Pipefitters Local 152 Retirement AnnuitIBEW Local 968 Pension Fund, Total assets ($M): 57.883899 · Participants: 349IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 50.751453 · Participants: 236West Virginia University Medical Corp. Charleston Division Retirement Plan
Plumbers & Steamfitters Local 565 Pension Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Plumbers & Steamfitters Local 565 Pension Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 565 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is Greylock Pension Plan in MA ($28M); by covered participants it is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ (538 participants). Same-state nearby plans are listed separately above.

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 Plumbers & Steamfitters Local 565 Pension Plan assets move in 2022? ▼
Plumbers & Steamfitters Local 565 Pension Plan pulled back noticeably - down 14.7% during 2022, from $33M to $28M. Reported net income was -$5M.
How have Plumbers & Steamfitters Local 565 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local 565's sponsor-wide assets grew 25.6%, from $28M to $35M.
Where does Plumbers & Steamfitters Local 565 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local 565 Pension Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local 565 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Greylock Pension Plan in MA ($28M, 265 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local 565 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ (538 participants, $13M 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 550615390.

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.