Money Purchase · DOL Form 5500 · 2022
Plumbers & Pipefitters Local 9 Surety Fd Money Purchase Plan
Data updated 2026-08-06
- $257M
- Total assets
- 1,957
- Participants
- 96th
- Percentile by assets
- $131,493
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #9,527 in Construction (9,938 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 ~865 per filing). Assets: $257M.
- $257M
- total plan assets (2022 EOY)
- 1,957
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $131,493
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Plumbers & Pipefitters Local 9 Surety Plan reports 1,957 participants - 2.3x that state average ($257M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $244M |
|---|---|
| Net Assets (End of Year) | $257M |
| Net Income | $14M |
| Employer EIN | 222383293 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Pipefitters Local 9 Surety Fd)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,957 | $257M |
| 2023 | 1 | 2,179 | $287M |
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
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Local Union 400 IBEW Joint Annuity Plan $250M · 677
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Pipefitters Local 9 Surety Plan by total assets, not by location.
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $254M · 3,075
- Operating Engineers Local 12 Defined Contribution Trust (CA) $253M · 17,948
- Plumbers Union Local No 12 Annuity Plan (MA) $261M · 2,555
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) $262M · 5,470
Frequently Asked Questions
How did Plumbers & Pipefitters Local 9 Surety Plan assets move in 2022? ▼
How have Plumbers & Pipefitters Local 9 Surety Fd plan assets changed over time? ▼
Where does Plumbers & Pipefitters Local 9 Surety Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Local 9 Surety Plan? ▼
Next read for Plumbers & Pipefitters Local 9 Surety Pl…
Filing takeaways
Ways to act on Plumbers & Pipefitters Local 9 Surety Plan's numbers.
- By total assets, Plumbers & Pipefitters Local 9 Surety Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Plumbers & Pipefitters Local 9 Surety Fd's sponsor-wide assets have grown 11.7% since 2022 across 2 plan years on file. More Construction plans