Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Plumbers & Steamfitters 150 Profit Sharing Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund · Tennessee · Construction

What the 2023 filing shows

Plumbers & Steamfitters 150 Profit Sharing Fund holds $22M for 1,704 participants — about $12,986 per participant, down 3.6% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
1,704
covered participants
$12,986
avg assets per participant
-3.6%
assets change YoY

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.

Total Assets (2023)
$22M
Participants
1,704
State
Industry
Construction

What the Filing Says About Plumbers & Steamfitters 150 Profit Sharing Fund

Plumbers & Steamfitters 150 Profit Sharing Fund is a Money Purchase retirement plan sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 1,704 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 470892851, and the plan has been effective since 2002-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $22M at year-end — a decline of 3.6%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-631,252 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-631,252
Plan TypeMoney Purchase
Employer EIN470892851
Plan Effective Date2002-09-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Plumbers & Steamfitters 150 Profit Sharing Fund?
As of the 2022 Form 5500 filing, Plumbers & Steamfitters 150 Profit Sharing Fund holds $22M in total assets with 1,704 participants. It is sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund.
What type of plan is Plumbers & Steamfitters 150 Profit Sharing Fund?
Plumbers & Steamfitters 150 Profit Sharing Fund is a Money Purchase plan. It has been effective since 2002-09-01. The plan is filed with the U.S. Department of Labor under EIN 470892851.
Who sponsors the Plumbers & Steamfitters 150 Profit Sharing Fund?
Plumbers & Steamfitters 150 Profit Sharing Fund is sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund, located in Tennessee. The sponsor's EIN is 470892851 and the plan operates in the Construction industry.
How did Plumbers & Steamfitters 150 Profit Sharing Fund perform in 2022?
Plumbers & Steamfitters 150 Profit Sharing Fund declined by 3.6% during 2022, moving from $23M to $22M in total assets. Net income was $-631,252.
Where can I find official filings for Plumbers & Steamfitters 150 Profit Sharing Fund?
Official Form 5500 filings for Plumbers & Steamfitters 150 Profit Sharing Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470892851 or plan name at efast.dol.gov.
How does Plumbers & Steamfitters 150 Profit Sharing Fund compare to other plans?
You can compare Plumbers & Steamfitters 150 Profit Sharing Fund against other Money Purchase plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 470892851.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.