Money Purchase · DOL Form 5500 · 2023

Plumbing & Pipefitting Ind AFL Money Purchase Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
340
Participants Below avg headcount
94th
Percentile by assets National rank
$446,787
Avg per participant High balance/head
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Official DOL plan name: Annuity Fund of Local 274 · Sponsored by Plumbing & Pipefitting Ind AFL · New Jersey · Construction

$152M in assets, 340 participants

Plumbing & Pipefitting Ind AFL's Annuity Fund of Local 274 reported $152M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,322 in Construction (9,030 peers)

Coverage in New Jersey

Annuity Fund of Local 274 covers 340 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $152M.

#8,322
in Construction (9,030 peers)
+8.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Annuity Fund of Local 274's outsized position by total assets

Annuity Fund of Local 274 vs every filed plan by assets

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

$151,907,677 Top 6% higher than 94% 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

Annuity Fund of Local 274 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Local 274 sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fund of Local 274 reported net income rose from -$17M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Annuity Fund of Local 274 end-of-year assets rose from $141M in the plan year 2022 filing to $152M in the plan year 2023 filing.
  • Annuity Fund of Local 274 reported participants fell from 368 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222361111 · Plumbing & Pipefitting Ind AFL PY 2023 · Money Purchase

Annuity Fund of Local 274 · $152M · 340 · 94th

  • EBSA $152M
  • EBSA 340
  • EBSA 94th
  • EBSA Money Purchase
  • EBSA near IBEW Local 363-Money Purchase Pension Plan
  • EBSA ind #8322

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 →

Annuity Fund of Local 274 in the asset neighbourhood

Boilermakers Lodge 154 Retirement PlanBoilermakers Lodge 154 Retir…$157MBates College Money Purchase Pension PlanBates College Money Purchase…$156MSeafarers Money Purchase Pension PlanSeafarers Money Purchase Pen…$155MAnnuity Fund of Local 274$152MIBEW Local 363-Money Purchase Pension PlanIBEW Local 363-Money Purchas…$151M
End-of-year total assets ($M) among Annuity Fund of Local 274 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$152M
Net Income$11M
Employer EIN222361111
Plan Effective Date1979-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbing & Pipefitting Ind AFL)

Sponsor-wide plan assets over time

All Plumbing & Pipefitting Ind AFL plans reported in each filing year

Latest sponsor-wide plan assets
$167M 18.67059831465948% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $141M $167M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 368 $141M
2023 1 340 $152M
2024 1 402 $167M

Nearby Money Purchase Plans in New Jersey

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

Annuity Fund of Local 274 vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 02004006008001000 Total assets ($M) Participants Annuity Fund of Local 274, Total assets ($M): 151.907677 · Participants: 340Annuity Fund of Local 274Local 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Annuity Fund of Local 274 vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Annuity Fund of Local 274 side-by-side with 3 peers →

Annuity Fund of Local 274's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is IBEW Local 363-Money Purchase Pension Plan in NY ($151M); by covered participants it is Operating Eng. Local 474 Defined Contribution in TN (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Annuity Fund of Local 274 assets move in 2023? ▼
Annuity Fund of Local 274 grew at a solid clip - up 8.1% during 2023, from $141M to $152M. Reported net income was $11M.
How have Plumbing & Pipefitting Ind AFL plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbing & Pipefitting Ind AFL's sponsor-wide assets grew 18.7%, from $141M to $167M.
Where does Annuity Fund of Local 274 rank by assets among Form 5500 filers? ▼
Annuity Fund of Local 274 ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Annuity Fund of Local 274? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 363-Money Purchase Pension Plan in NY ($151M, 1,136 participants).
Which Money Purchase plans cover a similar participant headcount to Annuity Fund of Local 274? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operating Eng. Local 474 Defined Contribution in TN (338 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222361111.

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.