Money Purchase · DOL Form 5500 · 2022
Pipefitters Local Union No.537 Money Purchase Plan
Data updated 2026-08-25
- $662M
- Total assets Above avg plan size
- 3,123
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $211,864
- Avg per participant Above avg balance/head
Official DOL plan name: Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan · Sponsored by Pipefitters Local Union No.537 · Massachusetts · Construction
$662M in assets, 3,123 participants
Pipefitters Local Union No.537's Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan reported $662M in total assets and 3,123 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,768 in Construction (9,927 peers)
Coverage in Massachusetts
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan covers 3,123 participants in Massachusetts, 4.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $662M.
- #9,768
- in Construction (9,927 peers)
- -2.2%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan's outsized position by total assets
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$661,650,588 Top 2% higher than 98% 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
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan'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. Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan lands in the large band (3,123 participants).
Form 5500 schedule snapshot
Filing strip 042760802 · Pipefitters Local Union No.537 PY 2022 · Money Purchase
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan · $662M · 3,123 · 98th
- RANK $662M
- RANK 3,123
- RANK 98th
- RANK Money Purchase
- RANK near Saint Louis University Retirement Plan
- RANK ind #9768
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 Massachusetts →
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $676M |
|---|---|
| Net Assets (End of Year) | $655M |
| Net Income | -$12M |
| Employer EIN | 042760802 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pipefitters Local Union No.537)
Sponsor-wide plan assets over time
All Pipefitters Local Union No.537 plans reported in each filing year
- Latest sponsor-wide plan assets
- $785M 18.570833039144823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,123 | $662M |
| 2023 | 1 | 3,231 | $739M |
| 2024 | 1 | 3,331 | $785M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Saint Louis University Retirement Plan in MO ($659M); by covered participants it is Plumbers & Pipefitters Local Union No. 286 Money Purchase Plan in NM (3,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($662M here).
- Saint Louis University Retirement Plan (MO) $659M · 2,110
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) $659M · 4,255
- Retirement Plan for Employees of Fermi Research Alliance, LLC (IL) $669M · 1,625
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $688M · 3,756
Similar participant headcount
Nearest other-state filings by covered participants (3,123 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local Union No. 286 Money Purchase Plan (NM) 3,155 · 32 off
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) 3,075 · 48 off
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,047 · 76 off
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) 3,241 · 118 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.