Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan Profit Sharing Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 538
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $123,806
- Avg per participant Near avg balance/head
Official DOL plan name: Ohio Valley Plumbers and Pipefitters Security Plan · Sponsored by Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan · Ohio · Construction
$67M in assets, 538 participants
Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan's Ohio Valley Plumbers and Pipefitters Security Plan reported $67M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,777 in Construction (9,030 peers)
Where Ohio Valley Plumbers and Pipefitters Security Plan sits by assets
Ohio Valley Plumbers and Pipefitters Security Plan sits in the top quartile of all filed plans by assets, $67M for 538 participants (~$123,806/participant), up 16.2% in 2023.
- #7,777
- in Construction (9,030 peers)
- +16.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Ohio Valley Plumbers and Pipefitters Security Plan's outsized position by total assets
Ohio Valley Plumbers and Pipefitters Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,607,672 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ohio Valley Plumbers and Pipefitters Security Plan 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. Ohio Valley Plumbers and Pipefitters Security Plan sits mid-pack in the medium band (538 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ohio Valley Plumbers and Pipefitters Security Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Ohio Valley Plumbers and Pipefitters Security Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550594220 · Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan PY 2023 · Profit Sharing
Ohio Valley Plumbers and Pipefitters Security Plan · $67M · 538 · 88th
- RANK $67M
- RANK 538
- RANK 88th
- RANK Profit Sharing
- RANK near Ulps Employee Savings Plan
- RANK ind #7777
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 →
Ohio Valley Plumbers and Pipefitters Security Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $9M |
| Employer EIN | 550594220 |
| Plan Effective Date | 1979-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan)
Sponsor-wide plan assets over time
All Board of Trustees Ohio Valley Plumbers and Pipefitters Security Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 35.6595016368792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 534 | $57M |
| 2023 | 1 | 538 | $67M |
| 2024 | 1 | 1,421 | $78M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Ohio Valley Plumbers and Pipefitters Security Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Ulps Employee Savings Plan in TN ($67M); by covered participants it is Christianbook, LLC Profit-Sharing Plan in MA (538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Ulps Employee Savings Plan (TN) $67M · 237
- Sentry Equipment Erectors,Inc. Stock Bonus Plan (VA) $67M · N/A
- New Visions for Public Schools 403(b) Plan (NY) $67M · 719
- Medical Card System Savings Plan (PR) $67M · 2,205
Similar participant headcount
Nearest other-state filings by covered participants (538 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.