Profit Sharing · DOL Form 5500 · 2022

Plumbers and Pipefitters Annuity Fund Local No. 520 Profit Sharing Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
1,664
Participants Near avg headcount
95th
Percentile by assets National rank
$107,507
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers and Pipefitters Local Union 520 Annuity Plan · Sponsored by Plumbers and Pipefitters Annuity Fund Local No. 520 · Michigan · Construction

$179M in assets, 1,664 participants

Plumbers and Pipefitters Annuity Fund Local No. 520's Plumbers and Pipefitters Local Union 520 Annuity Plan reported $179M in total assets and 1,664 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,376 in Construction (9,927 peers)

Coverage in Michigan

Plumbers and Pipefitters Local Union 520 Annuity Plan covers 1,664 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $179M.

#9,376
in Construction (9,927 peers)
+2.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Plumbers and Pipefitters Local Union 520 Annuity Plan's outsized position by total assets

Plumbers and Pipefitters Local Union 520 Annuity Plan vs every filed plan by assets

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

$178,892,430 Top 5% higher than 95% 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 and Pipefitters Local Union 520 Annuity 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 520 Annuity Plan lands in the large band (1,664 participants).

EBSA filing schedule strip

Filing strip 236489357 · Plumbers and Pipefitters Annuity Fund Local No. 520 PY 2022 · Profit Sharing

Plumbers and Pipefitters Local Union 520 Annuity Plan · $179M · 1,664 · 95th

  • EBSA $179M
  • PART 1,664
  • TYPE 95th
  • NET Profit Sharing
  • BOOK near Chapman and Cutler LLP Retirement Plan
  • VS-ST ind #9376

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 Michigan →

Plumbers and Pipefitters Local Union 520 Annuity Plan in the asset neighbourhood

Plumbers and Pipefitters Local Union 520 Annuity PlanPlumbers and Pipefitters Loc…$179MChapman and Cutler LLP Retirement PlanChapman and Cutler LLP Retir…$179MInternational Union of Painters and Allied Trades District Council No. 21 Annuity FundInternational Union of Paint…$179MThree Rivers Annuity Fund$178MAnalytic Services Inc. Defined Contribution Retirement PlanAnalytic Services Inc. Defin…$178M
End-of-year total assets ($M) among Plumbers and Pipefitters Local Union 520 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$179M
Net Income$4M
Employer EIN236489357
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Pipefitters Annuity Fund Local No. 520)

Sponsor-wide plan assets over time

All Plumbers and Pipefitters Annuity Fund Local No. 520 plans reported in each filing year

Latest sponsor-wide plan assets
$521M 20.79723424769565% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $431M $521M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 2,623 $431M
2023 2 2,610 $482M
2024 2 2,614 $521M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Plumbers and Pipefitters Local Union 520 Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Plumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.17889243 · Participants: 1664Plumbers and Pipefitters Local Union 520 Annuity PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Plumbers and Pipefitters Local Union 520 Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Plumbers and Pipefitters Local Union 520 Annuity Plan side-by-side with 3 peers →

Plumbers and Pipefitters Local Union 520 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Chapman and Cutler LLP Retirement Plan in IL ($179M); by covered participants it is Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan in NC (1,663 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,664 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 and Pipefitters Local Union 520 Annuity Plan assets move in 2022? ▼
Plumbers and Pipefitters Local Union 520 Annuity Plan edged up modestly - up 2.0% during 2022, from $175M to $179M. Reported net income was $4M.
How have Plumbers and Pipefitters Annuity Fund Local No. 520 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Pipefitters Annuity Fund Local No. 520's sponsor-wide assets grew 20.8%, from $431M to $521M.
Where does Plumbers and Pipefitters Local Union 520 Annuity Plan rank by assets among Form 5500 filers? ▼
Plumbers and Pipefitters Local Union 520 Annuity Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Plumbers and Pipefitters Local Union 520 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chapman and Cutler LLP Retirement Plan in IL ($179M, 285 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Pipefitters Local Union 520 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan in NC (1,663 participants, $17M 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 236489357.

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.