Money Purchase · DOL Form 5500 · 2022

Jt Brd Trustees Plumbers & Pipefitters Money Purchase Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
3,241
Participants Above avg headcount
90th
Percentile by assets National rank
$19,449
Avg per participant Low balance/head
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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.

  • #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.

#8,751
in Construction (9,927 peers)
+0.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Plumbers & Pipefitters Local 152 Retirement Annuit's outsized position by total assets

Plumbers & Pipefitters Local 152 Retirement Annuit vs every filed plan by assets

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

$63,034,799 Top 10% higher than 90% 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 & Pipefitters Local 152 Retirement Annuit'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 & Pipefitters Local 152 Retirement Annuit lands in the large band (3,241 participants).

EBSA filing schedule strip

Filing strip 550623667 · Jt Brd Trustees Plumbers & Pipefitters PY 2022 · Money Purchase

Plumbers & Pipefitters Local 152 Retirement Annuit · $63M · 3,241 · 90th

  • TYPE $63M
  • TYPE 3,241
  • TYPE 90th
  • TYPE Money Purchase
  • TYPE near Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan
  • TYPE ind #8751

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 West Virginia →

Plumbers & Pipefitters Local 152 Retirement Annuit in the asset neighbourhood

IBEW Local 508 Pension Fund$64MIndiana University Foundation, Inc. Sec. 403(b) DC Rtmt PlanIndiana University Foundatio…$63MPlumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$63MBrady Funded Retirement Plan$63MPine Crest Preparatory School, Inc. Money Purchase Pension PlanPine Crest Preparatory Schoo…$63M
End-of-year total assets ($M) among Plumbers & Pipefitters Local 152 Retirement Annuit and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$63M
Net Income$221K
Employer EIN550623667
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Brd Trustees Plumbers & Pipefitters)

Sponsor-wide plan assets over time

All Jt Brd Trustees Plumbers & Pipefitters plans reported in each filing year

Latest sponsor-wide plan assets
$75M 18.905598477437835% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63M $75M ▲ +18.9%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400 Total assets ($M) Participants Plumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 63.034799 · Participants: 3241Plumbers & Pipefitters Local 152 Retirement AnnuitWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 288.022839 · Participants: 1697West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 80.087756 · Participants: 1376University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanIBEW Local 968 Pension Fund, Total assets ($M): 57.883899 · Participants: 349IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 50.751453 · Participants: 236West Virginia University Medical Corp. Charleston Division Retirement PlanPlumbers & Steamfitters Local 565 Pension Plan, Total assets ($M): 28.223568 · Participants: 538Plumbers & Steamfitters Local 565 Pension Plan
Plumbers & Pipefitters Local 152 Retirement Annuit vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Plumbers & Pipefitters Local 152 Retirement Annuit side-by-side with 3 peers →

Plumbers & Pipefitters Local 152 Retirement Annuit's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan in IN ($63M); by covered participants it is Educational Testing Service 401(a) Retirement Plan in NJ (3,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,241 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 & Pipefitters Local 152 Retirement Annuit assets move in 2022? ▼
Plumbers & Pipefitters Local 152 Retirement Annuit held essentially flat - up 0.4% during 2022, from $63M to $63M. Reported net income was $221K.
How have Jt Brd Trustees Plumbers & Pipefitters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Brd Trustees Plumbers & Pipefitters's sponsor-wide assets grew 18.9%, from $63M to $75M.
Where does Plumbers & Pipefitters Local 152 Retirement Annuit rank by assets among Form 5500 filers? ▼
Plumbers & Pipefitters Local 152 Retirement Annuit ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Local 152 Retirement Annuit? ▼
Among Money Purchase plans in other states, the closest by assets is Indiana University Foundation, Inc. Sec. 403(b) DC Rtmt Plan in IN ($63M, 232 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Pipefitters Local 152 Retirement Annuit? ▼
Among Money Purchase plans in other states, the closest by covered participants is Educational Testing Service 401(a) Retirement Plan in NJ (3,282 participants, $525M 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 550623667.

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.