Money Purchase · DOL Form 5500 · 2022
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 2,069
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $12,648
- Avg per participant Low balance/head
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.
- #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.
- #7,956
- in Construction (9,927 peers)
- -6.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Plumbers and Pipefitters Local Union No. 396 Security Plan's outsized position by total assets
Plumbers and Pipefitters Local Union No. 396 Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,169,338 Top 19% higher than 81% 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
Plumbers and Pipefitters Local Union No. 396 Security 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. Plumbers and Pipefitters Local Union No. 396 Security Plan lands in the large band (2,069 participants).
EBSA filing schedule strip
Filing strip 346638626 · Plumbers & Pipefitters Local 396 Security Plan Board of Trustees PY 2022 · Money Purchase
Plumbers and Pipefitters Local Union No. 396 Security Plan · $26M · 2,069 · 81st
- BOY $26M
- SCH 2,069
- EBSA 81st
- PART Money Purchase
- TYPE near Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust
- NET ind #7956
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 Ohio →
Plumbers and Pipefitters Local Union No. 396 Security Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Plumbers & Pipefitters Local 396 Security Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 18.163298590128647% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers and Pipefitters Local Union No. 396 Security Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust in VT ($26M); by covered participants it is Noblis, Inc. Qualified Retirement Plan in VA (2,060 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,069 participants); asset peers above are excluded.
- Noblis, Inc. Qualified Retirement Plan (VA) 2,060 · 9 off
- Burrell Behavioral Health 403a Retirement Plan (MO) 2,060 · 9 off
- Southern Carpenters Supplemental Pension Plan (TN) 2,083 · 14 off
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,084 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.