Money Purchase · DOL Form 5500 · 2022

Plumbers & Steamfitters Local Union 52 Money Purchase Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
318
Participants Below avg headcount
89th
Percentile by assets National rank
$188,729
Avg per participant Above avg balance/head
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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.

  • #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.

#8,707
in Construction (9,927 peers)
-12.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Plumbers & Steamfitters Local Union 52 Defined Con Plan's outsized position by total assets

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs every filed plan by assets

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

$60,015,866 Top 11% higher than 89% 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

Plumbers & Steamfitters Local Union 52 Defined Con Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local Union 52 Defined Con Plan sits mid-pack in the medium band (318 participants).

Plan-year Form 5500 strip

Filing strip 630234457 · Plumbers & Steamfitters Local Union 52 PY 2022 · Money Purchase

Plumbers & Steamfitters Local Union 52 Defined Con Plan · $60M · 318 · 89th

  • IND $60M
  • EOY 318
  • 5500 89th
  • ASSETS Money Purchase
  • PCT near Retirement Plan for Prior Alcon Employees
  • EIN ind #8707

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 Alabama →

Plumbers & Steamfitters Local Union 52 Defined Con Plan in the asset neighbourhood

Plumbers & Steamfitters Local Union 52 Defined Con PlanPlumbers & Steamfitters Loca…$60MRetirement Plan for Prior Alcon EmployeesRetirement Plan for Prior Al…$60MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$60MMachinists' Money Purchase Pension FundMachinists' Money Purchase P…$59MPlumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$59M
End-of-year total assets ($M) among Plumbers & Steamfitters Local Union 52 Defined Con Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Plumbers & Steamfitters Local Union 52 plans reported in each filing year

Latest sponsor-wide plan assets
$81M 34.18929254474142% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60M $80.5M ▲ +34.2%
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 Scatter plot of 6 data points. 0200400600800 -20020406080 Total assets ($M) Participants Plumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($M): 60.015866 · Participants: 318Plumbers & Steamfitters Local Union 52 Defined Con PlanIron Workers Local Union No. 92 Money Purchase Pension Plan, Total assets ($M): 47.600212 · Participants: 622Iron Workers Local Union No. 92 Money Purchase Pension PlanAlabama Housing Finance Authority Retirement Plan, Total assets ($M): 14.962778 · Participants: 142Alabama Housing Finance Authority Retirement PlanBayou La Batre Area Health Development Board, Inc. Mpp, Total assets ($M): 8.414015 · Participants: 93Bayou La Batre Area Health Development Board, Inc. MppR.L. Zeigler Co., Inc. Money Purchase Pension Plan, Total assets ($M): 3.500188 · Participants: 209R.L. Zeigler Co., Inc. Money Purchase Pension PlanSabel Steel Service, Inc. Money Purchase Plan, Total assets ($M): 2.179285 · Participants: 114Sabel Steel Service, Inc. Money Purchase Plan
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare Plumbers & Steamfitters Local Union 52 Defined Con Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local Union 52 Defined Con Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Retirement Plan for Prior Alcon Employees in NJ ($60M); by covered participants it is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.

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 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).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local Union 52 Defined Con Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (319 participants, $7M in assets).

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 630234457.

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.