Money Purchase · DOL Form 5500 · 2022
Jt Brd Trustees Plumbers & Pipefitters Money Purchase Plan
Data updated 2026-08-11
- $63M
- Total assets
- 3,241
- Participants
- 90th
- Percentile by assets
- $19,449
- Avg per participant
Official DOL plan name: Plumbers & Pipefitters Local 152 Retirement Annuit · Sponsored by Jt Brd Trustees Plumbers & Pipefitters · West Virginia · Construction
$63M in assets, 3,241 participants
Jt Brd Trustees Plumbers & Pipefitters's Plumbers & Pipefitters Local 152 Retirement Annuit reported $63M in total assets and 3,241 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #8,751 in Construction (9,927 peers)
Coverage in West Virginia
Plumbers & Pipefitters Local 152 Retirement Annuit covers 3,241 participants in West Virginia, 6.9x the typical West Virginia plan (state average ~467 per filing). Assets: $63M.
- $63M
- total plan assets (2022 EOY)
- 3,241
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $19,449
- avg assets per participant
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. Plumbers & Pipefitters Local 152 Retirement Annuit reports 3,241 participants - 6.9x that state average ($63M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $221K |
| Employer EIN | 550623667 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Brd Trustees Plumbers & Pipefitters)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,241 | $63M |
| 2023 | 1 | 3,075 | $69M |
| 2024 | 1 | 2,909 | $75M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Pipefitters Local 152 Retirement Annuit vs. nearby Money Purchase plans in West Virginia, assets vs. participants
- West Virginia University Medical Corporation Retirement Plan $288M · 1,697
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $80M · 1,376
- IBEW Local 968 Pension Fund $58M · 349
- West Virginia University Medical Corp. Charleston Division Retirement Plan $51M · 236
- Plumbers & Steamfitters Local 565 Pension Plan $28M · 538
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Pipefitters Local 152 Retirement Annuit by total assets, not by location.
- Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan (IN) $63M · 232
- Brady Funded Retirement Plan (WI) $63M · 1,132
- Pine Crest Preparatory School, Inc. Money Purchase Pension Plan (FL) $63M · 415
- IBEW Local 508 Pension Fund (GA) $64M · 768
Frequently Asked Questions
How did Plumbers & Pipefitters Local 152 Retirement Annuit assets move in 2022? ▼
How have Jt Brd Trustees Plumbers & Pipefitters plan assets changed over time? ▼
Where does Plumbers & Pipefitters Local 152 Retirement Annuit rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Local 152 Retirement Annuit? ▼
Next read for Plumbers & Pipefitters Local 152 Retirem…
Filing takeaways
Ways to act on Plumbers & Pipefitters Local 152 Retirement Annuit's numbers.
- By total assets, Plumbers & Pipefitters Local 152 Retirement Annuit ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
- Jt Brd Trustees Plumbers & Pipefitters's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Construction plans