Money Purchase · DOL Form 5500 · 2023

Jt Brd Trustees Plumbers & Pipefitters Money Purchase Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
3,075
Participants Above avg headcount
88th
Percentile by assets National rank
$22,381
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Pipefitters Local 152 Retirement Annuit · Sponsored by Jt Brd Trustees Plumbers & Pipefitters · West Virginia · Construction

$69M in assets, 3,075 participants

Jt Brd Trustees Plumbers & Pipefitters's Plumbers & Pipefitters Local 152 Retirement Annuit reported $69M in total assets and 3,075 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,800 in Construction (9,030 peers)

Coverage in West Virginia

Plumbers & Pipefitters Local 152 Retirement Annuit covers 3,075 participants in West Virginia, 6.6x the typical West Virginia plan (state average ~467 per filing). Assets: $69M.

#7,800
in Construction (9,030 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Plumbers & Pipefitters Local 152 Retirement Annuit's outsized position by total assets

Plumbers & Pipefitters Local 152 Retirement Annuit vs every filed plan by assets

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

$68,822,746 Top 12% higher than 88% 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 & Pipefitters Local 152 Retirement Annuit'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 & Pipefitters Local 152 Retirement Annuit lands in the large band (3,075 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Pipefitters Local 152 Retirement Annuit reported net income rose from $221K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Plumbers & Pipefitters Local 152 Retirement Annuit end-of-year assets rose from $63M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Plumbers & Pipefitters Local 152 Retirement Annuit reported participants fell from 3,241 in the plan year 2022 filing to 3,075 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550623667 · Jt Brd Trustees Plumbers & Pipefitters PY 2023 · Money Purchase

Plumbers & Pipefitters Local 152 Retirement Annuit · $69M · 3,075 · 88th

  • BOY $69M
  • BOY 3,075
  • BOY 88th
  • BOY Money Purchase
  • BOY near Minneapolis Operative Plasterers' Retirement Plan
  • BOY ind #7800

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 West Virginia →

Plumbers & Pipefitters Local 152 Retirement Annuit in the asset neighbourhood

Plumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$70MRochester Laborers Annuity FundRochester Laborers Annuity F…$69MPlumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$69MMinneapolis Operative Plasterers' Retirement PlanMinneapolis Operative Plaste…$68MDechert LLP Pension Plan No. 2 for PartnersDechert LLP Pension Plan No.…$68M
End-of-year total assets ($M) among Plumbers & Pipefitters Local 152 Retirement Annuit and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$69M
Net Income$6M
Employer EIN550623667
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Brd Trustees Plumbers & Pipefitters)

Sponsor-wide plan assets over time

All Jt Brd Trustees Plumbers & Pipefitters plans reported in each filing year

Latest sponsor-wide plan assets
$75M 18.905598477437835% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63M $75M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 3,241 $63M
2023 1 3,075 $69M
2024 1 2,909 $75M

Nearby Money Purchase Plans in West Virginia

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

Plumbers & Pipefitters Local 152 Retirement Annuit vs. nearby Money Purchase plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400 Total assets ($M) Participants Plumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 68.822746 · Participants: 3075Plumbers & Pipefitters Local 152 Retirement AnnuitWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 343.725206 · Participants: 1771West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 93.40317 · Participants: 2135University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanIBEW Local 968 Pension Fund, Total assets ($M): 67.874469 · Participants: 350IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 58.406289 · Participants: 167West Virginia University Medical Corp. Charleston Division Retirement PlanPlumbers & Steamfitters Local 565 Pension Plan, Total assets ($M): 32.006181 · Participants: 559Plumbers & Steamfitters Local 565 Pension Plan
Plumbers & Pipefitters Local 152 Retirement Annuit vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Plumbers & Pipefitters Local 152 Retirement Annuit side-by-side with 3 peers →

Plumbers & Pipefitters Local 152 Retirement Annuit's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is Minneapolis Operative Plasterers' Retirement Plan in MN ($68M); by covered participants it is University of Dayton Defined Contribution Retirement Plan in OH (3,080 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,075 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 & Pipefitters Local 152 Retirement Annuit assets move in 2023? ▼
Plumbers & Pipefitters Local 152 Retirement Annuit grew at a solid clip - up 9.2% during 2023, from $63M to $69M. Reported net income was $6M.
How have Jt Brd Trustees Plumbers & Pipefitters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Brd Trustees Plumbers & Pipefitters's sponsor-wide assets grew 18.9%, from $63M to $75M.
Where does Plumbers & Pipefitters Local 152 Retirement Annuit rank by assets among Form 5500 filers? ▼
Plumbers & Pipefitters Local 152 Retirement Annuit ranks in the 88th 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 Plumbers & Pipefitters Local 152 Retirement Annuit? ▼
Among Money Purchase plans in other states, the closest by assets is Minneapolis Operative Plasterers' Retirement Plan in MN ($68M, 255 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Pipefitters Local 152 Retirement Annuit? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Dayton Defined Contribution Retirement Plan in OH (3,080 participants, $348M 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 550623667.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.