Money Purchase · DOL Form 5500 · 2022
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $26M
- Total assets
- 2,069
- Participants
- 81st
- Percentile by assets
- $12,648
- Avg per participant
Official DOL plan name: Plumbers and Pipefitters Local Union No. 396 Security Plan · Sponsored by Plumbers & Pipefitters Local 396 Security Plan Board of Trustees · Ohio · Construction
$26M in assets, 2,069 participants
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees's Plumbers and Pipefitters Local Union No. 396 Security Plan reported $26M in total assets and 2,069 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #7,956 in Construction (9,927 peers)
Coverage in Ohio
Plumbers and Pipefitters Local Union No. 396 Security Plan covers 2,069 participants in Ohio, 2.7x the typical Ohio plan (state average ~765 per filing). Assets: $26M.
- $26M
- total plan assets (2022 EOY)
- 2,069
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $12,648
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Plumbers and Pipefitters Local Union No. 396 Security Plan reports 2,069 participants - 2.7x that state average ($26M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$2M |
| Employer EIN | 346638626 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Pipefitters Local 396 Security Plan Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,069 | $26M |
| 2023 | 1 | 2,190 | $30M |
| 2024 | 1 | 688 | $31M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers and Pipefitters Local Union No. 396 Security Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers and Pipefitters Local Union No. 396 Security Plan by total assets, not by location.
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust (VT) $26M · 431
- Jm Eagle Employees' Pension Plan (CA) $26M · 1,373
- Knea Employees' Contributory Pension Plan & Trust (KS) $26M · 49
- Teamsters Local 929 Retirement Plan (NJ) $27M · 1,466
Frequently Asked Questions
How did Plumbers and Pipefitters Local Union No. 396 Security Plan assets move in 2022? ▼
How have Plumbers & Pipefitters Local 396 Security Plan Board of Trustees plan assets changed over time? ▼
Where does Plumbers and Pipefitters Local Union No. 396 Security Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers and Pipefitters Local Union No. 396 Security Plan? ▼
Next read for Plumbers and Pipefitters Local Union No.…
Filing takeaways
Ways to act on Plumbers and Pipefitters Local Union No. 396 Security Plan's numbers.
- By total assets, Plumbers and Pipefitters Local Union No. 396 Security 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 Ohio. Compare plans
- Plumbers & Pipefitters Local 396 Security Plan Board of Trustees's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Construction plans