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
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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

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 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.

See the national 2022→2023 release diff →

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

Stmicroelectronics, Inc. Retirement PlanStmicroelectronics, Inc. Ret…$278MIBEW Local No. 86 Pension FundIBEW Local No. 86 Pension Fu…$277MSpringleaf Financial Services Retirement PlanSpringleaf Financial Service…$277MPlumbers and Pipefitters Local 520 Pension PlanPlumbers and Pipefitters Loc…$277MThe Dayton Power and Light Co. Retirement Inc PlanThe Dayton Power and Light C…$277M
End-of-year total assets ($M) among Plumbers and Pipefitters Local 520 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$252M
Net Assets (End of Year)$277M
Net Income$25M
Employer EIN236489357
Plan Effective Date1963-05-11
Filing StatusFILING 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
$400M$450M$500M$550M 202220232024 $431M $521M ▲ +20.8%
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.

Plumbers and Pipefitters Local 520 Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Plumbers and Pipefitters Local 520 Pension Plan, Total assets ($B): 0.277105197 · Participants: 959Plumbers and Pipefitters Local 520 Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Plumbers and Pipefitters Local 520 Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

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).

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.

Frequently Asked Questions

How did Plumbers and Pipefitters Local 520 Pension Plan assets move in 2023?
Plumbers and Pipefitters Local 520 Pension Plan grew at a solid clip - up 9.8% during 2023, from $252M to $277M. Reported net income was $25M.
How have Plumbers and Pipefitters Local 520 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Plumbers and Pipefitters Local 520 Pension Plan's sponsor-wide assets grew 20.8%, from $431M to $521M.
Where does Plumbers and Pipefitters Local 520 Pension Plan rank by assets among Form 5500 filers?
Plumbers and Pipefitters Local 520 Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Plumbers and Pipefitters Local 520 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Springleaf Financial Services Retirement Plan in IN ($277M, 1,103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers and Pipefitters Local 520 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Allowance Plan of the University of Pennsylvania in PA (959 participants, $195M in assets).