Money Purchase · DOL Form 5500 · 2023

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund Money Purchase Plan

Data updated 2026-08-25

$493K
Total assets Small plan by assets
N/A
Participants Small participant base
18th
Percentile by assets National rank
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Official DOL plan name: Pipefitters Local No 636 Retiree & Widow Benefit Fund · Sponsored by Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund · Michigan · Construction

$493K in assets, N/A participants

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's Pipefitters Local No 636 Retiree & Widow Benefit Fund reported $493K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,462 in Construction (9,030 peers)

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year trail

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's plans moved +12.7% in assets from 2022 to 2024; this filing shows Pipefitters Local No 636 Retiree & Widow Benefit Fund at $493K / N/A participants.

#1,462
in Construction (9,030 peers)
+21.2%
assets growth YoY

Pipefitters Local No 636 Retiree & Widow Benefit Fund among the smaller filed plans by assets

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs every filed plan by assets

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

$493,148 18th percentile higher than 18% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pipefitters Local No 636 Retiree & Widow Benefit Fund reported net income rose from -$144K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Pipefitters Local No 636 Retiree & Widow Benefit Fund end-of-year assets rose from $407K in the plan year 2022 filing to $493K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 386447273 · Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund PY 2023 · Money Purchase

Pipefitters Local No 636 Retiree & Widow Benefit Fund · $493K · N/A · 18th

  • ASSETS $493K
  • ASSETS N/A
  • ASSETS 18th
  • ASSETS Money Purchase
  • ASSETS near Contractors and Employees Retirement Plan & Trust
  • ASSETS ind #1462

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 Michigan →

Pipefitters Local No 636 Retiree & Widow Benefit Fund in the asset neighbourhood

Contractors and Employees Retirement Plan & TrustContractors and Employees Re…$495KMatthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$497KGrupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$499KPipefitters Local No 636 Retiree & Widow Benefit FundPipefitters Local No 636 Ret…$493KJjms Retirement Plan$488K
End-of-year total assets ($M) among Pipefitters Local No 636 Retiree & Widow Benefit Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plans reported in each filing year

Latest sponsor-wide plan assets
$459K 12.732289035859237% vs 2022
2024 filing year
$0.4M$0.45M$0.5M 202220232024 $0.41M $0.46M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 N/A $407K
2023 1 N/A $493K
2024 1 N/A $459K

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund filing trail (2023)

Total Assets (Beginning of Year)$407K
Net Assets (End of Year)$490K
Net Income$84K
Employer EIN386447273
Plan Effective Date1982-07-05
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Pipefitters Local No 636 Retiree & Widow Benefit Fund, Total assets ($B): 0.000493148 · Participants: 0Pipefitters Local No 636 Retiree & Widow Benefit FundCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Pipefitters Local No 636 Retiree & Widow Benefit Fund side-by-side with 3 peers →

Pipefitters Local No 636 Retiree & Widow Benefit Fund's closest out-of-state Money Purchase peers by assets

Outside Michigan, the nearest Money Purchase by end-of-year assets is Contractors and Employees Retirement Plan & Trust in LA at $495K (this filing: $493K).

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 Pipefitters Local No 636 Retiree & Widow Benefit Fund assets move in 2023? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund grew sharply - up 21.2% during 2023, from $407K to $493K. Reported net income was $84K.
How have Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's sponsor-wide assets grew 12.7%, from $407K to $459K.
Where does Pipefitters Local No 636 Retiree & Widow Benefit Fund rank by assets among Form 5500 filers? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Pipefitters Local No 636 Retiree & Widow Benefit Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Contractors and Employees Retirement Plan & Trust in LA ($495K, 5 participants).

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.

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.