Money Purchase · DOL Form 5500 · 2022

Plumbers & Pipefitters Local 9 Surety Fd Money Purchase Plan

Data updated 2026-08-25

$257M
Total assets Near avg plan size
1,957
Participants Near avg headcount
96th
Percentile by assets National rank
$131,493
Avg per participant Near avg balance/head
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Official DOL plan name: Plumbers & Pipefitters Local 9 Surety Plan · Sponsored by Plumbers & Pipefitters Local 9 Surety Fd · New Jersey · Construction

$257M in assets, 1,957 participants

Plumbers & Pipefitters Local 9 Surety Fd's Plumbers & Pipefitters Local 9 Surety Plan reported $257M in total assets and 1,957 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,516 in Construction (9,927 peers)

Coverage in New Jersey

Plumbers & Pipefitters Local 9 Surety Plan covers 1,957 participants in New Jersey, 2.3x the typical New Jersey plan (state average ~844 per filing). Assets: $257M.

#9,516
in Construction (9,927 peers)
+5.6%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Plumbers & Pipefitters Local 9 Surety Plan's outsized position by total assets

Plumbers & Pipefitters Local 9 Surety Plan vs every filed plan by assets

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

$257,331,519 Top 4% higher than 96% 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 9 Surety 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 & Pipefitters Local 9 Surety Plan lands in the large band (1,957 participants).

Published 5500 schedule card

Filing strip 222383293 · Plumbers & Pipefitters Local 9 Surety Fd PY 2022 · Money Purchase

Plumbers & Pipefitters Local 9 Surety Plan · $257M · 1,957 · 96th

  • PCT $257M
  • PCT 1,957
  • PCT 96th
  • PCT Money Purchase
  • PCT near St. Paul Electrical Construction Workers Supplemental Pension Plan
  • PCT ind #9516

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 New Jersey →

Plumbers & Pipefitters Local 9 Surety Plan in the asset neighbourhood

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanOrange County IBEW-NECA Elec…$262MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$261MPlumbers & Pipefitters Local 9 Surety PlanPlumbers & Pipefitters Local…$257MSt. Paul Electrical Construction Workers Supplemental Pension PlanSt. Paul Electrical Construc…$254MOperating Engineers Local 12 Defined Contribution TrustOperating Engineers Local 12…$253M
End-of-year total assets ($M) among Plumbers & Pipefitters Local 9 Surety Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$257M
Net Income$14M
Employer EIN222383293
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Pipefitters Local 9 Surety Fd)

Sponsor-wide plan assets over time

All Plumbers & Pipefitters Local 9 Surety Fd plans reported in each filing year

Latest sponsor-wide plan assets
$311M 20.98493461269313% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $257M $311M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 1,957 $257M
2023 1 2,179 $287M
2024 1 2,205 $311M

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbers & Pipefitters Local 9 Surety Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Plumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundLocal Union 400 IBEW Joint Annuity Plan, Total assets ($M): 249.904285 · Participants: 677Local Union 400 IBEW Joint Annuity Plan
Plumbers & Pipefitters Local 9 Surety Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Plumbers & Pipefitters Local 9 Surety Plan side-by-side with 3 peers →

Plumbers & Pipefitters Local 9 Surety Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN ($254M); by covered participants it is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH (1,965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,957 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 9 Surety Plan assets move in 2022? ▼
Plumbers & Pipefitters Local 9 Surety Plan grew at a solid clip - up 5.6% during 2022, from $244M to $257M. Reported net income was $14M.
How have Plumbers & Pipefitters Local 9 Surety Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Pipefitters Local 9 Surety Fd's sponsor-wide assets grew 21.0%, from $257M to $311M.
Where does Plumbers & Pipefitters Local 9 Surety Plan rank by assets among Form 5500 filers? ▼
Plumbers & Pipefitters Local 9 Surety Plan ranks in the 96th 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 Money Purchase plans are similar in size to Plumbers & Pipefitters Local 9 Surety Plan? ▼
Among Money Purchase plans in other states, the closest by assets is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN ($254M, 3,075 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Pipefitters Local 9 Surety Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH (1,965 participants, $295M 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 222383293.

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.