Money Purchase · DOL Form 5500 · 2022
Plumbers & Steamfitters 150 Profit Sharing Fund Money Purchase Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,704
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $12,986
- Avg per participant Low balance/head
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.
- #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.
- #7,745
- in Construction (9,927 peers)
- -3.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Plumbers & Steamfitters 150 Profit Sharing Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,127,516 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plumbers & Steamfitters 150 Profit Sharing Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters 150 Profit Sharing Fund lands in the large band (1,704 participants).
Form 5500 schedule snapshot
Filing strip 470892851 · Plumbers & Steamfitters 150 Profit Sharing Fund PY 2022 · Money Purchase
Plumbers & Steamfitters 150 Profit Sharing Fund · $22M · 1,704 · 79th
- PART $22M
- TYPE 1,704
- NET 79th
- BOOK Money Purchase
- VS-ST near Amikids, Inc. Money Purchase Pension Plan
- BOY ind #7745
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 Tennessee →
Plumbers & Steamfitters 150 Profit Sharing Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters 150 Profit Sharing Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 46.903208656588475% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Steamfitters 150 Profit Sharing Fund's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Amikids, Inc. Money Purchase Pension Plan in FL ($22M); by covered participants it is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,699 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,704 participants); asset peers above are excluded.
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) 1,699 · 5 off
- West Virginia University Medical Corporation Retirement Plan (WV) 1,697 · 7 off
- IBEW Local 595 Money Purchase Pension Plan (CA) 1,714 · 10 off
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) 1,715 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.