Money Purchase · DOL Form 5500 · 2023

Board of Trustees Northwestern Ohio Plumbers and Pipefitters Money Purchase Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
2,443
Participants Above avg headcount
96th
Percentile by assets National rank
$140,216
Avg per participant Near avg balance/head
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Official DOL plan name: Northwestern Ohio Plumbers and Pipefitters Retirement and Trust · Sponsored by Board of Trustees Northwestern Ohio Plumbers and Pipefitters · Ohio · Construction

$343M in assets, 2,443 participants

Board of Trustees Northwestern Ohio Plumbers and Pipefitters's Northwestern Ohio Plumbers and Pipefitters Retirement and Trust reported $343M in total assets and 2,443 participants in its 2023 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.

  • #8,662 in Construction (9,030 peers)

Coverage in Ohio

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust covers 2,443 participants in Ohio, 3.2x the typical Ohio plan (state average ~765 per filing). Assets: $343M.

#8,662
in Construction (9,030 peers)
+16.1%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust's outsized position by total assets

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$342,546,624 Top 4% higher than 96% of 127,068 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 2023

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Ohio Plumbers and Pipefitters Retirement and Trust lands in the large band (2,443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwestern Ohio Plumbers and Pipefitters Retirement and Trust reported net income rose from -$65M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Northwestern Ohio Plumbers and Pipefitters Retirement and Trust reported participants rose from 1,965 in the plan year 2022 filing to 2,443 in the plan year 2023 filing.
  • Northwestern Ohio Plumbers and Pipefitters Retirement and Trust end-of-year assets rose from $295M in the plan year 2022 filing to $343M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 346668665 · Board of Trustees Northwestern Ohio Plumbers and Pipefitters PY 2023 · Money Purchase

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust · $343M · 2,443 · 96th

  • PART $343M
  • PART 2,443
  • PART 96th
  • PART Money Purchase
  • PART near West Virginia University Medical Corporation Retirement Plan
  • PART ind #8662

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 Ohio →

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in the asset neighbourhood

Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$349MWest Virginia University Medical Corporation Retirement PlanWest Virginia University Med…$344MNorthwestern Ohio Plumbers and Pipefitters Retirement and TrustNorthwestern Ohio Plumbers a…$343MCarrix, Inc. Retirement Plan$328MDuane Morris Retirement Plan$321M
End-of-year total assets ($M) among Northwestern Ohio Plumbers and Pipefitters Retirement and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$342M
Net Income$47M
Employer EIN346668665
Plan Effective Date1970-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Northwestern Ohio Plumbers and Pipefitters)

Sponsor-wide plan assets over time

All Board of Trustees Northwestern Ohio Plumbers and Pipefitters plans reported in each filing year

Latest sponsor-wide plan assets
$376M 27.25751499639572% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $295M $376M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 1,965 $295M
2023 1 2,443 $343M
2024 1 2,118 $376M

Nearby Money Purchase Plans in Ohio

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

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Northwestern Ohio Plumbers and Pipefitters Retirement and Trust, Total assets ($B): 0.342546624 · Participants: 2443Northwestern Ohio Plumbers and Pipefitters Retirement and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Northwestern Ohio Plumbers and Pipefitters Retirement and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants

Northwestern Ohio Plumbers and Pipefitters Retirement and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is West Virginia University Medical Corporation Retirement Plan in WV ($344M); by covered participants it is Alaska Electrical Retirement Savings Plan in AK (2,437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,443 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwestern Ohio Plumbers and Pipefitters Retirement and Trust assets move in 2023?
Northwestern Ohio Plumbers and Pipefitters Retirement and Trust grew sharply - up 16.1% during 2023, from $295M to $343M. Reported net income was $47M.
How have Board of Trustees Northwestern Ohio Plumbers and Pipefitters plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Northwestern Ohio Plumbers and Pipefitters's sponsor-wide assets grew 27.3%, from $295M to $376M.
Where does Northwestern Ohio Plumbers and Pipefitters Retirement and Trust rank by assets among Form 5500 filers?
Northwestern Ohio Plumbers and Pipefitters Retirement and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Northwestern Ohio Plumbers and Pipefitters Retirement and Trust?
Among Money Purchase plans in other states, the closest by assets is West Virginia University Medical Corporation Retirement Plan in WV ($344M, 1,771 participants).
Which Money Purchase plans cover a similar participant headcount to Northwestern Ohio Plumbers and Pipefitters Retirement and Trust?
Among Money Purchase plans in other states, the closest by covered participants is Alaska Electrical Retirement Savings Plan in AK (2,437 participants, $223M in assets).