Money Purchase · DOL Form 5500 · 2023

Plumbers & Steamfitters 150 Profit Sharing Fund Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,590
Participants Near avg headcount
78th
Percentile by assets National rank
$17,238
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Steamfitters 150 Profit Sharing Fund · Sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund · Tennessee · Construction

$27M in assets, 1,590 participants

Plumbers & Steamfitters 150 Profit Sharing Fund's Plumbers & Steamfitters 150 Profit Sharing Fund reported $27M in total assets and 1,590 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,897 in Construction (9,030 peers)

Where Plumbers & Steamfitters 150 Profit Sharing Fund sits by assets

Plumbers & Steamfitters 150 Profit Sharing Fund sits in the top quartile of all filed plans by assets, $27M for 1,590 participants (~$17,238/participant), up 23.9% in 2023.

#6,897
in Construction (9,030 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Plumbers & Steamfitters 150 Profit Sharing Fund's outsized position by total assets

Plumbers & Steamfitters 150 Profit Sharing Fund vs every filed plan by assets

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

$27,407,959 Top 22% higher than 78% 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

Plumbers & Steamfitters 150 Profit Sharing Fund'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. Plumbers & Steamfitters 150 Profit Sharing Fund lands in the large band (1,590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters 150 Profit Sharing Fund reported net income rose from -$631K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Plumbers & Steamfitters 150 Profit Sharing Fund end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Plumbers & Steamfitters 150 Profit Sharing Fund reported participants fell from 1,704 in the plan year 2022 filing to 1,590 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470892851 · Plumbers & Steamfitters 150 Profit Sharing Fund PY 2023 · Money Purchase

Plumbers & Steamfitters 150 Profit Sharing Fund · $27M · 1,590 · 78th

  • BOY $27M
  • SCH 1,590
  • EBSA 78th
  • PART Money Purchase
  • TYPE near IBEW Local Union 573 Profit Sharing Plan and Trust
  • NET ind #6897

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 Tennessee →

Plumbers & Steamfitters 150 Profit Sharing Fund in the asset neighbourhood

IBEW Local No. 223 Deferred Income PlanIBEW Local No. 223 Deferred …$28MPlumbers & Steamfitters 150 Profit Sharing FundPlumbers & Steamfitters 150 …$27MIBEW Local Union 573 Profit Sharing Plan and TrustIBEW Local Union 573 Profit …$27MBrattleboro Memorial Hospital Money Purchase Pension Plan and TrustBrattleboro Memorial Hospita…$27MLaborers' Local #157 Annuity FundLaborers' Local #157 Annuity…$27M
End-of-year total assets ($M) among Plumbers & Steamfitters 150 Profit Sharing Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN470892851
Plan Effective Date2002-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters 150 Profit Sharing Fund)

Sponsor-wide plan assets over time

All Plumbers & Steamfitters 150 Profit Sharing Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 46.903208656588475% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $32.5M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 1,704 $22M
2023 1 1,590 $27M
2024 1 1,463 $33M

Nearby Money Purchase Plans in Tennessee

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

Plumbers & Steamfitters 150 Profit Sharing Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Plumbers & Steamfitters 150 Profit Sharing Fund, Total assets ($B): 0.027407959 · Participants: 1590Plumbers & Steamfitters 150 Profit Sharing FundSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Plumbers & Steamfitters 150 Profit Sharing Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Plumbers & Steamfitters 150 Profit Sharing Fund side-by-side with 3 peers →

Plumbers & Steamfitters 150 Profit Sharing Fund's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is IBEW Local Union 573 Profit Sharing Plan and Trust in OH ($27M); by covered participants it is Be the Match/Nmdp Employer Contribution Plan in MN (1,587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,590 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 Plumbers & Steamfitters 150 Profit Sharing Fund assets move in 2023? ▼
Plumbers & Steamfitters 150 Profit Sharing Fund grew sharply - up 23.9% during 2023, from $22M to $27M. Reported net income was $5M.
How have Plumbers & Steamfitters 150 Profit Sharing Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters 150 Profit Sharing Fund's sponsor-wide assets grew 46.9%, from $22M to $33M.
Where does Plumbers & Steamfitters 150 Profit Sharing Fund rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters 150 Profit Sharing Fund ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers & Steamfitters 150 Profit Sharing Fund? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 573 Profit Sharing Plan and Trust in OH ($27M, 380 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters 150 Profit Sharing Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Be the Match/Nmdp Employer Contribution Plan in MN (1,587 participants, $102M 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 470892851.

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.