Profit Sharing · DOL Form 5500 · 2023

Plumbers and Pipefitters Annuity Fund Local No. 520 Profit Sharing Plan

Data updated 2026-08-11

$205M
Total assets: 1,651
Participants: 95th
Percentile by assets: $124,009
Avg per participant

Official DOL plan name: Plumbers and Pipefitters Local Union 520 Annuity Plan · Sponsored by Plumbers and Pipefitters Annuity Fund Local No. 520 · Michigan · Construction

$205M in assets, 1,651 participants

Plumbers and Pipefitters Annuity Fund Local No. 520's Plumbers and Pipefitters Local Union 520 Annuity Plan reported $205M in total assets and 1,651 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,482 in Construction (9,030 peers)

Coverage in Michigan

Plumbers and Pipefitters Local Union 520 Annuity Plan covers 1,651 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $205M.

$205M
total plan assets (2023 EOY): 1,651
covered participants: 95th
percentile by assets (of 127,072 plans): $124,009
avg assets per participant

Plumbers and Pipefitters Local Union 520 Annuity Plan reported net income rose from $4M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Plumbers and Pipefitters Local Union 520 Annuity Plan end-of-year assets rose from $179M in the plan year 2022 filing to $205M in the plan year 2023 filing.
Plumbers and Pipefitters Local Union 520 Annuity Plan reported participants fell from 1,664 in the plan year 2022 filing to 1,651 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Michigan

Industry

Construction

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Plumbers and Pipefitters Local Union 520 Annuity Plan reports 1,651 participants - 2.6x that state average ($205M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)	$179M
Net Assets (End of Year)	$205M
Net Income	$26M
Employer EIN	236489357
Plan Effective Date	1985-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Plumbers and Pipefitters Annuity Fund Local No. 520)

Total plan assets by year, all Plumbers and Pipefitters Annuity Fund Local No. 520 plans on file

Year	Plans	Participants	Total Assets
2022	2	2,623	$431M
2023	2	2,610	$482M
2024	2	2,614	$521M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Plumbers and Pipefitters Local Union 520 Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
Construction Industry Retirement Fund of Rockford $564M · 10,685
Ohio Carpenters' Annuity Plan $410M · 9,314
Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
NECA-IBEW Memphis Retirement Plan $213M · 2,389

Compare Plumbers and Pipefitters Local Union 520… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers and Pipefitters Local Union 520 Annuity Plan by total assets, not by location.

Analytic Services Inc. Defined Contribution Retirement Plan (VA) $205M · 584
Cfni Retirement Plan (IN) $206M · 6,110
Heat and Frost Insulators Local 34 Pension Fund (MN) $207M · 435
Peacehealth Southwest Medical Center Employer Contribution Plan (WA) $207M · 3,300

Frequently Asked Questions

How did Plumbers and Pipefitters Local Union 520 Annuity Plan assets move in 2023? ▼

Plumbers and Pipefitters Local Union 520 Annuity Plan grew at a solid clip - up 14.4% during 2023, from $179M to $205M. Reported net income was $26M.

How have Plumbers and Pipefitters Annuity Fund Local No. 520 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers and Pipefitters Annuity Fund Local No. 520's sponsor-wide assets grew 20.8%, from $431M to $521M.

Where does Plumbers and Pipefitters Local Union 520 Annuity Plan rank by assets among Form 5500 filers? ▼

Plumbers and Pipefitters Local Union 520 Annuity Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Plumbers and Pipefitters Local Union 520 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Analytic Services Inc. Defined Contribution Retirement Plan in VA ($205M, 584 participants).

Next read for Plumbers and Pipefitters Local Union 520…

Filing takeaways

Ways to act on Plumbers and Pipefitters Local Union 520 Annuity Plan's numbers.

By total assets, Plumbers and Pipefitters Local Union 520 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
Plumbers and Pipefitters Annuity Fund Local No. 520's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction 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 236489357.