Money Purchase · DOL Form 5500 · 2022

Plumbers & Steamfitters Local Union 52 Money Purchase Plan

Data updated 2026-08-11

$60M
Total assets
318
Participants
89th
Percentile by assets
$188,729
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Plumbers & Steamfitters Local Union 52 Defined Con Plan · Sponsored by Plumbers & Steamfitters Local Union 52 · Alabama · Construction

$60M in assets, 318 participants

Plumbers & Steamfitters Local Union 52's Plumbers & Steamfitters Local Union 52 Defined Con Plan reported $60M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #8,707 in Construction (9,927 peers)

Where Plumbers & Steamfitters Local Union 52 Defined Con Plan sits by assets

Plumbers & Steamfitters Local Union 52 Defined Con Plan sits in the top quartile of all filed plans by assets, $60M for 318 participants (~$188,729/participant), down 12.9% in 2022.

$60M
total plan assets (2022 EOY)
318
covered participants
89th
percentile by assets (of 139,126 plans)
$188,729
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs the 2022 asset distribution

By assets, Plumbers & Steamfitters Local Union 52 Defined Con Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$60M
Net Income-$9M
Employer EIN630234457
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local Union 52)

$50M$60M$70M$80M$90M 202220232024 $60M $80.5M ▲ +34.2%
Total plan assets by year, all Plumbers & Steamfitters Local Union 52 plans on file
Year Plans Participants Total Assets
2022 1 318 $60M
2023 1 322 $70M
2024 1 309 $81M

Nearby Money Purchase Plans in Alabama

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

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0200400600800 -20020406080 Total assets ($M) Participants Plumbers & Steamfitt…Iron Workers Local U…Alabama Housing Fina…Bayou La Batre Area …R.L. Zeigler Co., In…Sabel Steel Service,…
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers & Steamfitters Local Union 52 Defined Con Plan by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Steamfitters Local Union 52 Defined Con Plan assets move in 2022?
Plumbers & Steamfitters Local Union 52 Defined Con Plan pulled back noticeably - down 12.9% during 2022, from $69M to $60M. Reported net income was -$9M.
How have Plumbers & Steamfitters Local Union 52 plan assets changed over time?
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local Union 52's sponsor-wide assets grew 34.2%, from $60M to $81M.
Where does Plumbers & Steamfitters Local Union 52 Defined Con Plan rank by assets among Form 5500 filers?
Plumbers & Steamfitters Local Union 52 Defined Con Plan ranks in the 89th 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 Union 52 Defined Con Plan?
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Prior Alcon Employees in NJ ($60M, 332 participants).

Next read for Plumbers & Steamfitters Local Union 52 D…

Scale reading

Ways to act on Plumbers & Steamfitters Local Union 52 Defined Con Plan's numbers.

  • By total assets, Plumbers & Steamfitters Local Union 52 Defined Con Plan 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 Alabama. Compare plans
  • Plumbers & Steamfitters Local Union 52's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Construction plans