Money Purchase · DOL Form 5500 · 2022
Plumbers & Steamfitters 150 Profit Sharing Fund Money Purchase Plan
Data updated 2026-08-11
- $22M
- Total assets
- 1,704
- Participants
- 79th
- Percentile by assets
- $12,986
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters 150 Profit Sharing Fund · Sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund · Tennessee · Construction
$22M in assets, 1,704 participants
Plumbers & Steamfitters 150 Profit Sharing Fund's Plumbers & Steamfitters 150 Profit Sharing Fund reported $22M in total assets and 1,704 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 139,126 plans)
- #7,745 in Construction (9,927 peers)
Where Plumbers & Steamfitters 150 Profit Sharing Fund sits by assets
Plumbers & Steamfitters 150 Profit Sharing Fund sits in the top quartile of all filed plans by assets, $22M for 1,704 participants (~$12,986/participant), down 3.6% in 2022.
- $22M
- total plan assets (2022 EOY)
- 1,704
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $12,986
- avg assets per participant
The plan reported a net loss of $631K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plumbers & Steamfitters 150 Profit Sharing Fund vs the 2022 asset distribution
By assets, Plumbers & Steamfitters 150 Profit Sharing Fund outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$631K |
| Employer EIN | 470892851 |
| Plan Effective Date | 2002-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters 150 Profit Sharing Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,704 | $22M |
| 2023 | 1 | 1,590 | $27M |
| 2024 | 1 | 1,463 | $33M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters 150 Profit Sharing Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters 150 Profit Sharing Fund by total assets, not by location.
- Amikids, Inc. Money Purchase Pension Plan (FL) $22M · 329
- Blitman & King, LLP Retirement Plan (NY) $22M · 33
- Plumbers and Steamfitters Local No 42 Retirement Plan (OH) $22M · 385
- Local No. 661 Retirement Plan (KS) $22M · 198
Frequently Asked Questions
How did Plumbers & Steamfitters 150 Profit Sharing Fund assets move in 2022? ▼
How have Plumbers & Steamfitters 150 Profit Sharing Fund plan assets changed over time? ▼
Where does Plumbers & Steamfitters 150 Profit Sharing Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Steamfitters 150 Profit Sharing Fund? ▼
Next read for Plumbers & Steamfitters 150 Profit Shari…
Scale reading
Ways to act on Plumbers & Steamfitters 150 Profit Sharing Fund's numbers.
- By total assets, Plumbers & Steamfitters 150 Profit Sharing Fund 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 Tennessee. Compare plans
- Plumbers & Steamfitters 150 Profit Sharing Fund's sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Construction plans