Money Purchase · DOL Form 5500 · 2023
The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def Money Purchase Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 1,094
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $50,435
- Avg per participant Low balance/head
Official DOL plan name: Plumbers and Pipefitters of the Carolinas Defined Contribution Plan · Sponsored by The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def · Florida · Construction
$55M in assets, 1,094 participants
The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def's Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported $55M in total assets and 1,094 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,616 in Construction (9,030 peers)
Where Plumbers and Pipefitters of the Carolinas Defined Contribution Plan sits by assets
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan sits in the top quartile of all filed plans by assets, $55M for 1,094 participants (~$50,435/participant), up 9.3% in 2023.
- #7,616
- in Construction (9,030 peers)
- +9.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan's outsized position by total assets
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,175,446 Top 14% higher than 86% 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
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan'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 and Pipefitters of the Carolinas Defined Contribution Plan lands in the large band (1,094 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Plumbers and Pipefitters of the Carolinas Defined Contribution Plan end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported participants fell from 1,147 in the plan year 2022 filing to 1,094 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561442440 · The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def PY 2023 · Money Purchase
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan · $55M · 1,094 · 86th
- IND $55M
- IND 1,094
- IND 86th
- IND Money Purchase
- IND near Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust
- IND ind #7616
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 Florida →
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $5M |
| Employer EIN | 561442440 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def)
Sponsor-wide plan assets over time
All The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 25.862215204894568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,147 | $50M |
| 2023 | 1 | 1,094 | $55M |
| 2024 | 1 | 906 | $64M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust in MI ($55M); by covered participants it is Smart Local 104, District 3 401(a) Plan in CA (1,086 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) $55M · 301
- Sheet Metal Workers' Local 206 Section 401(a) Plan (CA) $55M · 1,021
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) $56M · 599
- Carteret County General Hospital Money Purchase Pension Plan (NC) $55M · 896
Similar participant headcount
Nearest other-state filings by covered participants (1,094 participants); asset peers above are excluded.
- Smart Local 104, District 3 401(a) Plan (CA) 1,086 · 8 off
- The Legal Aid Society Staff Attorneys Pension Plan (NY) 1,086 · 8 off
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,082 · 12 off
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.