Profit Sharing · DOL Form 5500 · 2023
Plumbers and Pipefitters Annuity Fund Local No. 520 Profit Sharing Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 1,651
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $124,009
- Avg per participant Near avg balance/head
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.
- #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.
- #8,482
- in Construction (9,030 peers)
- +14.4%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local Union 520 Annuity Plan's outsized position by total assets
Plumbers and Pipefitters Local Union 520 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$204,738,550 Top 5% higher than 95% 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 520 Annuity 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 520 Annuity Plan lands in the large band (1,651 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 236489357 · Plumbers and Pipefitters Annuity Fund Local No. 520 PY 2023 · Profit Sharing
Plumbers and Pipefitters Local Union 520 Annuity Plan · $205M · 1,651 · 95th
- PHOTO $205M
- PHOTO 1,651
- PHOTO 95th
- PHOTO Profit Sharing
- PHOTO near Analytic Services Inc. Defined Contribution Retirement Plan
- PHOTO ind #8482
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 Michigan →
Plumbers and Pipefitters Local Union 520 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Annuity Fund Local No. 520 plans reported in each filing year
- Latest sponsor-wide plan assets
- $521M 20.79723424769565% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers and Pipefitters Local Union 520 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Analytic Services Inc. Defined Contribution Retirement Plan in VA ($205M); by covered participants it is IBEW Local 43 and Electrical Contractors Annuity F in NY (1,646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,651 participants); asset peers above are excluded.
- IBEW Local 43 and Electrical Contractors Annuity F (NY) 1,646 · 5 off
- Presbyterian Manors of Mid-America, Inc. 403(b) Plan (KS) 1,644 · 7 off
- Western Washington Painters Defined Contribution Pension Plan (WA) 1,660 · 9 off
- Food & Beverage Workers Union Local 23 & Employers Pension Plan (AZ) 1,680 · 29 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.