Other
2022 plan-year Other DOL Form 5500

PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS

This Other plan holds $494M in total assets and serves 1,256 participants as of 2022. It is sponsored by JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS in Michigan. The plan reported positive net income of $18M for the year.

Total Assets (2023)
$494M
Participants
1,256
State
Industry
Construction

What the Filing Says About PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS

PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS is a Other retirement plan sponsored by JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $494M in total end-of-year assets and covers 1,256 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 616078145, and the plan has been effective since 1976-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $476M at the beginning of 2022 to $494M at year-end — a gain of 3.7%. Net assets (after liabilities) closed the year at $492M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$476M
Total Assets (End of Year)$494M
Net Assets (End of Year)$492M
Net Income$18M
Plan TypeOther
Employer EIN616078145
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS)

Year Plans Participants Total Assets
2022 1 1,256 $494M
2023 1 1,287 $555M

Nearby Other Plans in Michigan

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS?
As of the 2022 Form 5500 filing, PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS holds $494M in total assets with 1,256 participants. It is sponsored by JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS.
What type of plan is PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS?
PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS is a Other plan. It has been effective since 1976-08-01. The plan is filed with the U.S. Department of Labor under EIN 616078145.
Who sponsors the PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS?
PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS is sponsored by JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL UNIONS, located in Michigan. The sponsor's EIN is 616078145 and the plan operates in the Construction industry.
How did PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS perform in 2022?
PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS grew by 3.7% during 2022, moving from $476M to $494M in total assets. Net income was $18M.
Where can I find official filings for PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS?
Official Form 5500 filings for PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 616078145 or plan name at efast.dol.gov.
How does PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS compare to other plans?
You can compare PLUMBERS & PIPEFITTERS LOCAL UNIONS 502 & 633 PENS against other Other plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 616078145.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.