Money Purchase · DOL Form 5500 · 2023
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 2,190
- Participants Above avg headcount
- 79th
- Percentile by assets National rank
- $13,723
- Avg per participant Low balance/head
Official DOL plan name: Plumbers and Pipefitters Local Union No. 396 Security Plan · Sponsored by Plumbers & Pipefitters Local 396 Security Plan Board of Trustees · Ohio · Construction
$30M in assets, 2,190 participants
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees's Plumbers and Pipefitters Local Union No. 396 Security Plan reported $30M in total assets and 2,190 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,011 in Construction (9,030 peers)
Coverage in Ohio
Plumbers and Pipefitters Local Union No. 396 Security Plan covers 2,190 participants in Ohio, 2.9x the typical Ohio plan (state average ~765 per filing). Assets: $30M.
- #7,011
- in Construction (9,030 peers)
- +14.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local Union No. 396 Security Plan's outsized position by total assets
Plumbers and Pipefitters Local Union No. 396 Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,052,612 Top 21% higher than 79% 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 Local Union No. 396 Security 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 Local Union No. 396 Security Plan lands in the large band (2,190 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers and Pipefitters Local Union No. 396 Security Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Plumbers and Pipefitters Local Union No. 396 Security Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Plumbers and Pipefitters Local Union No. 396 Security Plan reported participants rose from 2,069 in the plan year 2022 filing to 2,190 in the plan year 2023 filing.
DOL schedule card
Filing strip 346638626 · Plumbers & Pipefitters Local 396 Security Plan Board of Trustees PY 2023 · Money Purchase
Plumbers and Pipefitters Local Union No. 396 Security Plan · $30M · 2,190 · 79th
- PART $30M
- PART 2,190
- PART 79th
- PART Money Purchase
- PART near Teamsters Local 929 Retirement Plan
- PART ind #7011
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 Ohio →
Plumbers and Pipefitters Local Union No. 396 Security Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 346638626 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Pipefitters Local 396 Security Plan Board of Trustees)
Sponsor-wide plan assets over time
All Plumbers & Pipefitters Local 396 Security Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 18.163298590128647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,069 | $26M |
| 2023 | 1 | 2,190 | $30M |
| 2024 | 1 | 688 | $31M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Plumbers and Pipefitters Local Union No. 396 Security Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Teamsters Local 929 Retirement Plan in NJ ($30M); by covered participants it is Plumbers & Pipefitters Local 9 Surety Plan in NJ (2,179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,190 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) 2,179 · 11 off
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,156 · 34 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 2,143 · 47 off
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,135 · 55 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.