Money Purchase · DOL Form 5500 · 2023

City of Haleyville Water Works & Sewer Board Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets: 18
Participants: 30th
Percentile by assets: $103,495
Avg per participant

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.

30th percentile by assets (of 127,072 plans)
#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.

$2M
total plan assets (2023 EOY): 18
covered participants: 30th
percentile by assets (of 127,072 plans): $103,495
avg assets per participant

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.

Where City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan sits by total 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

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 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 →

State

Alabama

Industry

Utilities

Rank #65 in Utilities

Among 721 Utilities plans that filed a Form 5500 for plan year 2023, City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan ranks #65 by end-of-year assets - about 28822% of the sector average of $537M. Nationally it sits in the 30th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$224K
Employer EIN	636004975
Plan Effective Date	1981-10-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all City of Haleyville Water Works & Sewer Board plans on file

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

Plumbers & Steamfitters Local Union 52 Defined Con Plan $70M · 322
Iron Workers Local Union No. 92 Money Purchase Pension Plan $52M · 885
Southeastern Ironworkers Annuity Plan $37M · 3,640
Alabama Housing Finance Authority Retirement Plan $19M · 142
Bayou La Batre Area Health Development Board, Inc. Mpp $10M · 85

Compare City of Haleyville Water Works & Sewer B… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan by total assets, not by location.

Tyack Valuation Consultants Profit Sharing Plan (IL) $2M · 2
Sage Memorial Hospital Pension Plan (AZ) $2M · 224
Loberg & Loberg Money Purchase Plan (WI) $2M · 9
Lugert Altus Irrigation District Retirement Plan (OK) $2M · 13

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).

Next read for City of Haleyville Water Works & Sewer B…

Filing takeaways

Ways to act on City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan's numbers.

By total assets, City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Alabama. Compare plans
City of Haleyville Water Works & Sewer Board's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Utilities plans

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.