Money Purchase · DOL Form 5500 · 2023

City of Haleyville Water Works & Sewer Board Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$103,495
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan · Sponsored by City of Haleyville Water Works & Sewer Board · Alabama · Utilities

$2M in assets, 18 participants

City of Haleyville Water Works & Sewer Board's City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #65 in Utilities (721 peers)

Utilities sector rank

Within Utilities, City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan ranks #65 of 721 2023 filers by assets (28822% of the sector average)-$2M for 18 participants.

#65
in Utilities (721 peers)
-10.8%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan among the smaller filed plans by assets

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs every filed plan by assets

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

$1,862,912 30th percentile higher than 30% 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

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan reported net income fell from $249K in the plan year 2022 filing to -$224K in the plan year 2023 filing.
  • City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 636004975 · City of Haleyville Water Works & Sewer Board PY 2023 · Money Purchase

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan · $2M · 18 · 30th

  • VS-ST $2M
  • BOY 18
  • SCH 30th
  • EBSA Money Purchase
  • PART near Tyack Valuation Consultants Profit Sharing Plan
  • TYPE ind #65

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 Utilities retirement plans → · Plans in Alabama →

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan in the asset neighbourhood

Tyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$2MCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MSage Memorial Hospital Pension PlanSage Memorial Hospital Pensi…$2MLoberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MLugert Altus Irrigation District Retirement PlanLugert Altus Irrigation Dist…$2M
End-of-year total assets ($M) among City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$224K
Employer EIN636004975
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City of Haleyville Water Works & Sewer Board)

Sponsor-wide plan assets over time

All City of Haleyville Water Works & Sewer Board plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.5065164954404893% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $2.09M $2.08M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 14 $2M

Nearby Money Purchase Plans in Alabama

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

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20020406080 Total assets ($M) Participants City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan, Total assets ($M): 1.862912 · Participants: 18City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanPlumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($M): 70.342294 · Participants: 322Plumbers & Steamfitters Local Union 52 Defined Con PlanIron Workers Local Union No. 92 Money Purchase Pension Plan, Total assets ($M): 51.54392 · Participants: 885Iron Workers Local Union No. 92 Money Purchase Pension PlanSoutheastern Ironworkers Annuity Plan, Total assets ($M): 36.714804 · Participants: 3640Southeastern Ironworkers Annuity PlanAlabama Housing Finance Authority Retirement Plan, Total assets ($M): 18.725408 · Participants: 142Alabama Housing Finance Authority Retirement PlanBayou La Batre Area Health Development Board, Inc. Mpp, Total assets ($M): 10.181207 · Participants: 85Bayou La Batre Area Health Development Board, Inc. Mpp
City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan side-by-side with 3 peers →

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Tyack Valuation Consultants Profit Sharing Plan in IL ($2M); by covered participants it is Farmacia Arleen Retirement Plan in PR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan assets move in 2023? ▼
City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan pulled back noticeably - down 10.8% during 2023, from $2M to $2M. Reported net income was -$224K.
How have City of Haleyville Water Works & Sewer Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City of Haleyville Water Works & Sewer Board's sponsor-wide assets declined 0.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tyack Valuation Consultants Profit Sharing Plan in IL ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Farmacia Arleen Retirement Plan in PR (18 participants, $402K 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 636004975.

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.