Money Purchase
2023 plan-year Money Purchase DOL Form 5500

PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND

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

JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND

This Money Purchase plan holds $493K in total assets and serves N/A participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND in Michigan. The plan reported positive net income of $84K for the year.

Total Assets (2023)
$493K
Participants
N/A
State
Industry
Construction

What the Filing Says About PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND

PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND is a Money Purchase retirement plan sponsored by JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $493K in total end-of-year assets and covers N/A participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 386447273, and the plan has been effective since 1982-07-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $407K at the beginning of 2023 to $493K at year-end — a gain of 21.2%. Net assets (after liabilities) closed the year at $490K, with reported net income of $84K 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 2 prior plan-year filings 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)$407K
Total Assets (End of Year)$493K
Net Assets (End of Year)$490K
Net Income$84K
Plan TypeMoney Purchase
Employer EIN386447273
Plan Effective Date1982-07-05
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND)

Year Plans Participants Total Assets
2022 1 N/A $407K
2023 1 N/A $493K
2024 1 N/A $459K

Nearby Money Purchase Plans in Michigan

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

Frequently Asked Questions

How much money is in the PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND?
As of the 2023 Form 5500 filing, PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND holds $493K in total assets with N/A participants. It is sponsored by JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND.
What type of plan is PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND?
PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND is a Money Purchase plan. It has been effective since 1982-07-05. The plan is filed with the U.S. Department of Labor under EIN 386447273.
Who sponsors the PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND?
PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND is sponsored by JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUND, located in Michigan. The sponsor's EIN is 386447273 and the plan operates in the Construction industry.
How did PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND perform in 2023?
PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND grew by 21.2% during 2023, moving from $407K to $493K in total assets. Net income was $84K.
Where can I find official filings for PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND?
Official Form 5500 filings for PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 386447273 or plan name at efast.dol.gov.
How does PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND compare to other plans?
You can compare PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND against other Money Purchase 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 386447273.

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.