Money Purchase · DOL Form 5500 · 2023

Trustees of Local 219 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 469
Participants Below avg headcount: 82nd
Percentile by assets National rank: $80,720
Avg per participant Below avg balance/head

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Official DOL plan name: Plumbing and Pipe Fitting Industry Local 219 Annuity Fund · Sponsored by Trustees of Local 219 Annuity Fund · Ohio · Construction

$38M in assets, 469 participants

Trustees of Local 219 Annuity Fund's Plumbing and Pipe Fitting Industry Local 219 Annuity Fund reported $38M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#7,277 in Construction (9,030 peers)

Where Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits by assets

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits in the top quartile of all filed plans by assets, $38M for 469 participants (~$80,720/participant), up 17.4% in 2023.

#7,277
in Construction (9,030 peers): +17.4%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund's outsized position by total assets

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund vs every filed plan by assets

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

$37,857,659 Top 18% higher than 82% 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

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund 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. Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits mid-pack in the medium band (469 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund reported net income rose from $793K in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510154940 · Trustees of Local 219 Annuity Fund PY 2023 · Money Purchase

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund · $38M · 469 · 82nd

TYPE $38M
TYPE 469
TYPE 82nd
TYPE Money Purchase
TYPE near Studio Mechanics Local 476 Annuity Plan
TYPE ind #7277

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 Ohio →

End-of-year total assets ($M) among Plumbing and Pipe Fitting Industry Local 219 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$38M
Net Income	$6M
Employer EIN	510154940
Plan Effective Date	1973-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Local 219 Annuity Fund)

Latest sponsor-wide plan assets: $40M 24.01778289261947% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	473	$32M
2023	1	469	$38M
2024	1	495	$40M

Nearby Money Purchase Plans in Ohio

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

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants

The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
University of Dayton Defined Contribution Retirement Plan $348M · 3,080

Compare Plumbing and Pipe Fitting Industry Local 219 Annuity Fund side-by-side with 3 peers →

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Studio Mechanics Local 476 Annuity Plan in IL ($38M); by covered participants it is Qlarant Money Purchase Pension Plan in MD (470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Studio Mechanics Local 476 Annuity Plan (IL) $38M · 1,732
Southern California Bricklayers Pension Fund (CA) $38M · 2,616
Resources for the Future, Inc. 401(a) Retirement (DC) $38M · 55
Iron Workers Local No. 67 Defined Contribution Fund (IA) $38M · 875

Similar participant headcount

Nearest other-state filings by covered participants (469 participants); asset peers above are excluded.

Qlarant Money Purchase Pension Plan (MD) 470 · 1 off
Southern Ct IBEW Annuity Plan (CT) 467 · 2 off
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan (PA) 466 · 3 off
Oocl (USA) Inc. Defined Contribution Pension Plan (UT) 464 · 5 off

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 Plumbing and Pipe Fitting Industry Local 219 Annuity Fund assets move in 2023? ▼

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund grew sharply - up 17.4% during 2023, from $32M to $38M. Reported net income was $6M.

How have Trustees of Local 219 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Local 219 Annuity Fund's sponsor-wide assets grew 24.0%, from $32M to $40M.

Where does Plumbing and Pipe Fitting Industry Local 219 Annuity Fund rank by assets among Form 5500 filers? ▼

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund ranks in the 82nd 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 Plumbing and Pipe Fitting Industry Local 219 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Studio Mechanics Local 476 Annuity Plan in IL ($38M, 1,732 participants).

Which Money Purchase plans cover a similar participant headcount to Plumbing and Pipe Fitting Industry Local 219 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by covered participants is Qlarant Money Purchase Pension Plan in MD (470 participants, $51M 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 510154940.