Money Purchase · DOL Form 5500 · 2022

Pipe Fitters Local Union No. 120 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,294
Participants Near avg headcount
91st
Percentile by assets National rank
$59,591
Avg per participant Low balance/head
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Official DOL plan name: Pipe Fitters Local Union No. 120 Annuity Fund · Sponsored by Pipe Fitters Local Union No. 120 Annuity Fund · Ohio · Finance & Insurance

$77M in assets, 1,294 participants

Pipe Fitters Local Union No. 120 Annuity Fund's Pipe Fitters Local Union No. 120 Annuity Fund reported $77M in total assets and 1,294 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,945 in Finance & Insurance (9,261 peers)

Where Pipe Fitters Local Union No. 120 Annuity Fund sits by assets

Pipe Fitters Local Union No. 120 Annuity Fund sits in the top 10% of all filed plans by assets, $77M for 1,294 participants (~$59,591/participant), down 15.8% in 2022.

#7,945
in Finance & Insurance (9,261 peers)
-15.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pipe Fitters Local Union No. 120 Annuity Fund's outsized position by total assets

Pipe Fitters Local Union No. 120 Annuity Fund vs every filed plan by assets

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

$77,111,384 Top 9% higher than 91% 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

Pipe Fitters Local Union No. 120 Annuity 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. Pipe Fitters Local Union No. 120 Annuity Fund lands in the large band (1,294 participants).

DOL schedule card

Filing strip 341480483 · Pipe Fitters Local Union No. 120 Annuity Fund PY 2022 · Money Purchase

Pipe Fitters Local Union No. 120 Annuity Fund · $77M · 1,294 · 91st

  • 5500 $77M
  • ASSETS 1,294
  • PCT 91st
  • EIN Money Purchase
  • RANK near The J. David Gladstone Institutes Money Purchase Pension Plan
  • PHOTO ind #7945

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 Finance & Insurance retirement plans → · Plans in Ohio →

Pipe Fitters Local Union No. 120 Annuity Fund in the asset neighbourhood

I.B.E.W. Local Union No. 728 Annuity FundI.B.E.W. Local Union No. 728…$78MHays Medical Center Employee's Pension PlanHays Medical Center Employee…$77MThe J. David Gladstone Institutes Money Purchase Pension PlanThe J. David Gladstone Insti…$77MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$77MJohn L. Loeb, Jr Associates, Inc. Employee Pension PlanJohn L. Loeb, Jr Associates,…$76M
End-of-year total assets ($M) among Pipe Fitters Local Union No. 120 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$77M
Net Income-$14M
Employer EIN341480483
Plan Effective Date1984-06-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pipe Fitters Local Union No. 120 Annuity Fund)

Sponsor-wide plan assets over time

All Pipe Fitters Local Union No. 120 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$99M 28.554809754160292% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $99.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,294 $77M
2023 1 1,373 $89M
2024 1 1,410 $99M

Nearby Money Purchase Plans in Ohio

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

Pipe Fitters Local Union No. 120 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Pipe Fitters Local Union No. 120 Annuity Fund, Total assets ($B): 0.077111384 · Participants: 1294Pipe Fitters Local Union No. 120 Annuity FundThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Pipe Fitters Local Union No. 120 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Pipe Fitters Local Union No. 120 Annuity Fund side-by-side with 3 peers →

Pipe Fitters Local Union No. 120 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is The J. David Gladstone Institutes Money Purchase Pension Plan in CA ($77M); by covered participants it is Hawaii Masons and Plasterers Annuity Plan in HI (1,292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,294 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 Pipe Fitters Local Union No. 120 Annuity Fund assets move in 2022? ▼
Pipe Fitters Local Union No. 120 Annuity Fund declined sharply - down 15.8% during 2022, from $92M to $77M. Reported net income was -$14M.
How have Pipe Fitters Local Union No. 120 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pipe Fitters Local Union No. 120 Annuity Fund's sponsor-wide assets grew 28.6%, from $77M to $99M.
Where does Pipe Fitters Local Union No. 120 Annuity Fund rank by assets among Form 5500 filers? ▼
Pipe Fitters Local Union No. 120 Annuity Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Pipe Fitters Local Union No. 120 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is The J. David Gladstone Institutes Money Purchase Pension Plan in CA ($77M, 261 participants).
Which Money Purchase plans cover a similar participant headcount to Pipe Fitters Local Union No. 120 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hawaii Masons and Plasterers Annuity Plan in HI (1,292 participants, $104M 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 341480483.

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.