Money Purchase · DOL Form 5500 · 2023

Pipe Fitters Local Union No. 120 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,373
Participants Near avg headcount
90th
Percentile by assets National rank
$65,044
Avg per participant Low balance/head
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Official DOL plan name: Pipe Fitters Local Union No. 120 Annuity Fund · Sponsored by Pipe Fitters Local Union No. 120 Annuity Fund · Ohio · Finance & Insurance

$89M in assets, 1,373 participants

Pipe Fitters Local Union No. 120 Annuity Fund's Pipe Fitters Local Union No. 120 Annuity Fund reported $89M in total assets and 1,373 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,570 in Finance & Insurance (8,869 peers)

Where Pipe Fitters Local Union No. 120 Annuity Fund sits by assets

Pipe Fitters Local Union No. 120 Annuity Fund sits in the top 10% of all filed plans by assets, $89M for 1,373 participants (~$65,044/participant), up 15.8% in 2023.

#7,570
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Pipe Fitters Local Union No. 120 Annuity Fund's outsized position by total assets

Pipe Fitters Local Union No. 120 Annuity Fund vs every filed plan by assets

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

$89,305,389 Top 10% higher than 90% 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

Pipe Fitters Local Union No. 120 Annuity 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. Pipe Fitters Local Union No. 120 Annuity Fund lands in the large band (1,373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pipe Fitters Local Union No. 120 Annuity Fund reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pipe Fitters Local Union No. 120 Annuity Fund end-of-year assets rose from $77M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Pipe Fitters Local Union No. 120 Annuity Fund reported participants rose from 1,294 in the plan year 2022 filing to 1,373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341480483 · Pipe Fitters Local Union No. 120 Annuity Fund PY 2023 · Money Purchase

Pipe Fitters Local Union No. 120 Annuity Fund · $89M · 1,373 · 90th

  • PCT $89M
  • PCT 1,373
  • PCT 90th
  • PCT Money Purchase
  • PCT near University of Louisville Physicians, Inc. Money Purchase Pension Plan
  • PCT ind #7570

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 Finance & Insurance retirement plans → · Plans in Ohio →

Pipe Fitters Local Union No. 120 Annuity Fund in the asset neighbourhood

University of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$89MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$89MAugustana College Defined Contribution Retirement PlanAugustana College Defined Co…$89MInternational Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundInternational Brotherhood of…$89MRetirement Plan for Employees of Whitehead Insti- Tute for Biomedical ResearchRetirement Plan for Employee…$89M
End-of-year total assets ($M) among Pipe Fitters Local Union No. 120 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$89M
Net Income$12M
Employer EIN341480483
Plan Effective Date1984-06-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pipe Fitters Local Union No. 120 Annuity Fund)

Sponsor-wide plan assets over time

All Pipe Fitters Local Union No. 120 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$99M 28.554809754160292% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $99.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,294 $77M
2023 1 1,373 $89M
2024 1 1,410 $99M

Nearby Money Purchase Plans in Ohio

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

Pipe Fitters Local Union No. 120 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Pipe Fitters Local Union No. 120 Annuity Fund, Total assets ($B): 0.089305389 · Participants: 1373Pipe Fitters Local Union No. 120 Annuity FundThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Pipe Fitters Local Union No. 120 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Pipe Fitters Local Union No. 120 Annuity Fund side-by-side with 3 peers →

Pipe Fitters Local Union No. 120 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY ($89M); by covered participants it is Local 670 Annuity Fund in NY (1,377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,373 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 Pipe Fitters Local Union No. 120 Annuity Fund assets move in 2023? ▼
Pipe Fitters Local Union No. 120 Annuity Fund grew sharply - up 15.8% during 2023, from $77M to $89M. Reported net income was $12M.
How have Pipe Fitters Local Union No. 120 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pipe Fitters Local Union No. 120 Annuity Fund's sponsor-wide assets grew 28.6%, from $77M to $99M.
Where does Pipe Fitters Local Union No. 120 Annuity Fund rank by assets among Form 5500 filers? ▼
Pipe Fitters Local Union No. 120 Annuity Fund ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Pipe Fitters Local Union No. 120 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY ($89M, 404 participants).
Which Money Purchase plans cover a similar participant headcount to Pipe Fitters Local Union No. 120 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 670 Annuity Fund in NY (1,377 participants, $26M 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 341480483.

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.