Money Purchase · DOL Form 5500 · 2022

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund Money Purchase Plan

Data updated 2026-08-25

$407K
Total assets Small plan by assets
N/A
Participants Small participant base
16th
Percentile by assets National rank
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Official DOL plan name: Pipefitters Local No 636 Retiree & Widow Benefit Fund · Sponsored by Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund · Michigan · Finance & Insurance

$407K in assets, N/A participants

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's Pipefitters Local No 636 Retiree & Widow Benefit Fund reported $407K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #962 in Finance & Insurance (9,261 peers)

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year trail

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's plans moved +12.7% in assets from 2022 to 2024; this filing shows Pipefitters Local No 636 Retiree & Widow Benefit Fund at $407K / N/A participants.

#962
in Finance & Insurance (9,261 peers)
-26.1%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pipefitters Local No 636 Retiree & Widow Benefit Fund among the smaller filed plans by assets

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs every filed plan by assets

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

$407,036 16th percentile higher than 16% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 386447273 · Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund PY 2022 · Money Purchase

Pipefitters Local No 636 Retiree & Widow Benefit Fund · $407K · N/A · 16th

  • EIN $407K
  • RANK N/A
  • PHOTO 16th
  • IND Money Purchase
  • EOY near Revere Enterprises Inc. Money Purchase Pension Plan
  • 5500 ind #962

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 Finance & Insurance retirement plans → · Plans in Michigan →

Pipefitters Local No 636 Retiree & Widow Benefit Fund in the asset neighbourhood

Pipefitters Local No 636 Retiree & Widow Benefit FundPipefitters Local No 636 Ret…$407KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$407KAxel E. Medina Maldonado Retirement PlanAxel E. Medina Maldonado Ret…$405KRush Appliances, Inc. Profit Sharing PlanRush Appliances, Inc. Profit…$404KPsychiatric Center Inc Money Purchase Retirement PlanPsychiatric Center Inc Money…$404K
End-of-year total assets ($M) among Pipefitters Local No 636 Retiree & Widow Benefit Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plans reported in each filing year

Latest sponsor-wide plan assets
$459K 12.732289035859237% vs 2022
2024 filing year
$0.4M$0.45M$0.5M 202220232024 $0.41M $0.46M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 N/A $407K
2023 1 N/A $493K
2024 1 N/A $459K

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund filing trail (2022)

Total Assets (Beginning of Year)$551K
Net Assets (End of Year)$405K
Net Income-$144K
Employer EIN386447273
Plan Effective Date1982-07-05
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Pipefitters Local No 636 Retiree & Widow Benefit Fund, Total assets ($M): 0.407036 · Participants: 0Pipefitters Local No 636 Retiree & Widow Benefit FundIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Pipefitters Local No 636 Retiree & Widow Benefit Fund side-by-side with 3 peers →

Pipefitters Local No 636 Retiree & Widow Benefit Fund's closest out-of-state Money Purchase peers by assets

Outside Michigan, the nearest Money Purchase by end-of-year assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA at $407K (this filing: $407K).

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 Pipefitters Local No 636 Retiree & Widow Benefit Fund assets move in 2022? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund declined sharply - down 26.1% during 2022, from $551K to $407K. Reported net income was -$144K.
How have Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's sponsor-wide assets grew 12.7%, from $407K to $459K.
Where does Pipefitters Local No 636 Retiree & Widow Benefit Fund rank by assets among Form 5500 filers? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund ranks in the 16th 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 Pipefitters Local No 636 Retiree & Widow Benefit Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($407K, 2 participants).

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 386447273.

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.