Money Purchase · DOL Form 5500 · 2023

Plumbers & Steamfitters Local 565 Money Purchase Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
559
Participants Below avg headcount
80th
Percentile by assets National rank
$57,256
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 565 Pension Plan · Sponsored by Plumbers & Steamfitters Local 565 · West Virginia · Construction

$32M in assets, 559 participants

Plumbers & Steamfitters Local 565's Plumbers & Steamfitters Local 565 Pension Plan reported $32M in total assets and 559 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,091 in Construction (9,030 peers)

Where Plumbers & Steamfitters Local 565 Pension Plan sits by assets

Plumbers & Steamfitters Local 565 Pension Plan sits in the top quartile of all filed plans by assets, $32M for 559 participants (~$57,256/participant), up 12.5% in 2023.

#7,091
in Construction (9,030 peers)
+12.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Plumbers & Steamfitters Local 565 Pension Plan's outsized position by total assets

Plumbers & Steamfitters Local 565 Pension Plan vs every filed plan by assets

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

$32,006,181 Top 20% higher than 80% 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 Local 565 Pension 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. Plumbers & Steamfitters Local 565 Pension Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters Local 565 Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 565 Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 565 Pension Plan reported participants rose from 538 in the plan year 2022 filing to 559 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550615390 · Plumbers & Steamfitters Local 565 PY 2023 · Money Purchase

Plumbers & Steamfitters Local 565 Pension Plan · $32M · 559 · 80th

  • EBSA $32M
  • EBSA 559
  • EBSA 80th
  • EBSA Money Purchase
  • EBSA near Greylock Pension Plan
  • EBSA ind #7091

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 West Virginia →

Plumbers & Steamfitters Local 565 Pension Plan in the asset neighbourhood

Plumbers & Steamfitters Local 565 Pension PlanPlumbers & Steamfitters Loca…$32MGreylock Pension Plan$32MCarpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$32MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity FundUnited Union of Roofers, Wat…$32MEast Bay Restaurant & Tavern Retirement PlanEast Bay Restaurant & Tavern…$32M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 565 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN550615390
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local 565)

Sponsor-wide plan assets over time

All Plumbers & Steamfitters Local 565 plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.59695145560618% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 538 $28M
2023 1 559 $32M
2024 1 632 $35M

Nearby Money Purchase Plans in West Virginia

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

Plumbers & Steamfitters Local 565 Pension Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400 Total assets ($M) Participants Plumbers & Steamfitters Local 565 Pension Plan, Total assets ($M): 32.006181 · Participants: 559Plumbers & Steamfitters Local 565 Pension PlanWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 343.725206 · Participants: 1771West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 93.40317 · Participants: 2135University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanPlumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 68.822746 · Participants: 3075Plumbers & Pipefitters Local 152 Retirement AnnuitIBEW Local 968 Pension Fund, Total assets ($M): 67.874469 · Participants: 350IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 58.406289 · Participants: 167West Virginia University Medical Corp. Charleston Division Retirement Plan
Plumbers & Steamfitters Local 565 Pension Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Plumbers & Steamfitters Local 565 Pension Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 565 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is Greylock Pension Plan in MA ($32M); by covered participants it is American College of Radiology Employees' Pension Plan and Trust in VA (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (559 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 Local 565 Pension Plan assets move in 2023? ▼
Plumbers & Steamfitters Local 565 Pension Plan grew at a solid clip - up 12.5% during 2023, from $28M to $32M. Reported net income was $4M.
How have Plumbers & Steamfitters Local 565 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local 565's sponsor-wide assets grew 25.6%, from $28M to $35M.
Where does Plumbers & Steamfitters Local 565 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local 565 Pension Plan ranks in the 80th 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 Local 565 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Greylock Pension Plan in MA ($32M, 272 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local 565 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American College of Radiology Employees' Pension Plan and Trust in VA (559 participants, $103M 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 550615390.

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.