Money Purchase · DOL Form 5500 · 2023

Plumbers & Steamfitters Local Union 52 Money Purchase Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
322
Participants Below avg headcount
89th
Percentile by assets National rank
$218,454
Avg per participant Above avg balance/head
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Official DOL plan name: Plumbers & Steamfitters Local Union 52 Defined Con Plan · Sponsored by Plumbers & Steamfitters Local Union 52 · Alabama · Construction

$70M in assets, 322 participants

Plumbers & Steamfitters Local Union 52's Plumbers & Steamfitters Local Union 52 Defined Con Plan reported $70M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,819 in Construction (9,030 peers)

Where Plumbers & Steamfitters Local Union 52 Defined Con Plan sits by assets

Plumbers & Steamfitters Local Union 52 Defined Con Plan sits in the top quartile of all filed plans by assets, $70M for 322 participants (~$218,454/participant), up 17.2% in 2023.

#7,819
in Construction (9,030 peers)
+17.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Plumbers & Steamfitters Local Union 52 Defined Con Plan's outsized position by total assets

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs every filed plan by assets

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

$70,342,294 Top 11% higher than 89% 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 Union 52 Defined Con 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 Union 52 Defined Con Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters Local Union 52 Defined Con Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local Union 52 Defined Con Plan end-of-year assets rose from $60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local Union 52 Defined Con Plan reported participants rose from 318 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630234457 · Plumbers & Steamfitters Local Union 52 PY 2023 · Money Purchase

Plumbers & Steamfitters Local Union 52 Defined Con Plan · $70M · 322 · 89th

  • VS-ST $70M
  • BOY 322
  • SCH 89th
  • EBSA Money Purchase
  • PART near Plasterers Union Local No. 66 Supplemental Retirement Plan
  • TYPE ind #7819

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 Alabama →

Plumbers & Steamfitters Local Union 52 Defined Con Plan in the asset neighbourhood

The American Institute of Physics Tax Deferred Annuity PlanThe American Institute of Ph…$71MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$71MPlasterers Union Local No. 66 Supplemental Retirement PlanPlasterers Union Local No. 6…$70MPlumbers & Steamfitters Local Union 52 Defined Con PlanPlumbers & Steamfitters Loca…$70MPlumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$70M
End-of-year total assets ($M) among Plumbers & Steamfitters Local Union 52 Defined Con Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$70M
Net Income$10M
Employer EIN630234457
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local Union 52)

Sponsor-wide plan assets over time

All Plumbers & Steamfitters Local Union 52 plans reported in each filing year

Latest sponsor-wide plan assets
$81M 34.18929254474142% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60M $80.5M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 318 $60M
2023 1 322 $70M
2024 1 309 $81M

Nearby Money Purchase Plans in Alabama

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

Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20020406080 Total assets ($M) Participants Plumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($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. MppCity 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 Plan
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare Plumbers & Steamfitters Local Union 52 Defined Con Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local Union 52 Defined Con Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA ($70M); by covered participants it is Gillig Money Purchase Pension Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Union 52 Defined Con Plan assets move in 2023? ▼
Plumbers & Steamfitters Local Union 52 Defined Con Plan grew sharply - up 17.2% during 2023, from $60M to $70M. Reported net income was $10M.
How have Plumbers & Steamfitters Local Union 52 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local Union 52's sponsor-wide assets grew 34.2%, from $60M to $81M.
Where does Plumbers & Steamfitters Local Union 52 Defined Con Plan rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local Union 52 Defined Con Plan ranks in the 89th 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 Union 52 Defined Con Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA ($70M, 665 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Steamfitters Local Union 52 Defined Con Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Gillig Money Purchase Pension Plan in CA (323 participants, $29M 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 630234457.

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.