Defined Benefit (Pension) · DOL Form 5500 · 2023
Plumbers and Pipefitters Local 520 Pension Plan Pension Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 959
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $288,952
- Avg per participant High balance/head
Official DOL plan name: Plumbers and Pipefitters Local 520 Pension Plan · Sponsored by Plumbers and Pipefitters Local 520 Pension Plan · Michigan · Construction
$277M in assets, 959 participants
Plumbers and Pipefitters Local 520 Pension Plan's Plumbers and Pipefitters Local 520 Pension Plan reported $277M in total assets and 959 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,588 in Construction (9,030 peers)
Where Plumbers and Pipefitters Local 520 Pension Plan sits by assets
Plumbers and Pipefitters Local 520 Pension Plan sits in the top 5% of all filed plans by assets, $277M for 959 participants (~$288,952/participant), up 9.8% in 2023.
- #8,588
- in Construction (9,030 peers)
- +9.8%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local 520 Pension Plan's outsized position by total assets
Plumbers and Pipefitters Local 520 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$277,105,197 Top 4% higher than 96% 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 520 Pension 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 and Pipefitters Local 520 Pension Plan sits mid-pack in the medium band (959 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers and Pipefitters Local 520 Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Plumbers and Pipefitters Local 520 Pension Plan end-of-year assets rose from $252M in the plan year 2022 filing to $277M in the plan year 2023 filing.
DOL schedule card
Filing strip 236489357 · Plumbers and Pipefitters Local 520 Pension Plan PY 2023 · Defined Benefit (Pension)
Plumbers and Pipefitters Local 520 Pension Plan · $277M · 959 · 96th
- EOY $277M
- EOY 959
- EOY 96th
- EOY Defined Benefit (Pension)
- EOY near Springleaf Financial Services Retirement Plan
- EOY ind #8588
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 520 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | $25M |
| Employer EIN | 236489357 |
| Plan Effective Date | 1963-05-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Pipefitters Local 520 Pension Plan)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Local 520 Pension Plan 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 Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Plumbers and Pipefitters Local 520 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Springleaf Financial Services Retirement Plan in IN ($277M); by covered participants it is Retirement Allowance Plan of the University of Pennsylvania in PA (959 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Springleaf Financial Services Retirement Plan (IN) $277M · 1,103
- IBEW Local No. 86 Pension Fund (NY) $277M · 610
- Stmicroelectronics, Inc. Retirement Plan (TX) $278M · 413
- The Dayton Power and Light Co. Retirement Inc Plan (IN) $277M · 617
Similar participant headcount
Nearest other-state filings by covered participants (959 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.