Money Purchase · DOL Form 5500 · 2023

Plumbers & Pipefitters Lu 286 Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size: 3,203
Participants Above avg headcount: 94th
Percentile by assets National rank: $52,651
Avg per participant Low balance/head

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Official DOL plan name: Plumbers & Pipefitters Lu 286 Money Purchase Plan · Sponsored by Plumbers & Pipefitters Lu 286 Money Purchase Plan · New Mexico · Construction

$169M in assets, 3,203 participants

Plumbers & Pipefitters Lu 286 Money Purchase Plan's Plumbers & Pipefitters Lu 286 Money Purchase Plan reported $169M in total assets and 3,203 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

#8,374 in Construction (9,030 peers)

Coverage in New Mexico

Plumbers & Pipefitters Lu 286 Money Purchase Plan covers 3,203 participants in New Mexico, 8.8x the typical New Mexico plan (state average ~365 per filing). Assets: $169M.

#8,374
in Construction (9,030 peers): +21.0%
assets growth YoY: 1.7×
vs typical plan assets (national mean)

Plumbers & Pipefitters Lu 286 Money Purchase Plan's outsized position by total assets

Plumbers & Pipefitters Lu 286 Money Purchase Plan vs every filed plan by assets

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

$168,641,144 Top 6% higher than 94% 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 & Pipefitters Lu 286 Money Purchase 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 & Pipefitters Lu 286 Money Purchase Plan lands in the large band (3,203 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%)

Plumbers & Pipefitters Lu 286 Money Purchase Plan reported net income rose from $18M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Plumbers & Pipefitters Lu 286 Money Purchase Plan end-of-year assets rose from $139M in the plan year 2022 filing to $169M in the plan year 2023 filing.
Plumbers & Pipefitters Lu 286 Money Purchase Plan reported participants rose from 3,155 in the plan year 2022 filing to 3,203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742748987 · Plumbers & Pipefitters Lu 286 Money Purchase Plan PY 2023 · Money Purchase

Plumbers & Pipefitters Lu 286 Money Purchase Plan · $169M · 3,203 · 94th

ASSETS $169M
PCT 3,203
EIN 94th
RANK Money Purchase
PHOTO near IBEW Local Union 375 Electricians' Retirement Plan
IND ind #8374

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 New Mexico →

End-of-year total assets ($M) among Plumbers & Pipefitters Lu 286 Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)	$139M
Net Assets (End of Year)	$168M
Net Income	$29M
Employer EIN	742748987
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Plumbers & Pipefitters Lu 286 Money Purchase Plan)

Latest sponsor-wide plan assets: $197M 41.424628835032664% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3,155	$139M
2023	1	3,203	$169M
2024	1	3,663	$197M

Nearby Money Purchase Plans in New Mexico

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

Plumbers & Pipefitters Lu 286 Money Purchase Plan vs. nearby Money Purchase plans in New Mexico, assets vs. participants

Santa Fe Institute Money Purchase Plan $5M · 13
Money Purchase Plan Qrp Keogh $3M · 1
La Mesa Farms Money Purchase Pension Plan and Trus $2M · 1

Compare Plumbers & Pipefitters Lu 286 Money Purchase Plan side-by-side with 3 peers →

Plumbers & Pipefitters Lu 286 Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Mexico, the nearest Money Purchase by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($170M); by covered participants it is Local 580 Annuity Fund in NY (3,222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($169M here).

IBEW Local Union 375 Electricians' Retirement Plan (PA) $170M · 658
Pediatric Academic Association, Inc. Defined Contribution Plan (OH) $167M · 485
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan (NY) $171M · 1,122
Tile Industry Retirement Savings Trust Fund (CA) $166M · 2,014

Similar participant headcount

Nearest other-state filings by covered participants (3,203 participants); asset peers above are excluded.

Local 580 Annuity Fund (NY) 3,222 · 19 off
Local 580 Annuity Fund (NY) 3,222 · 19 off
IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,181 · 22 off
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (MA) 3,231 · 28 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 Plumbers & Pipefitters Lu 286 Money Purchase Plan assets move in 2023? ▼

Plumbers & Pipefitters Lu 286 Money Purchase Plan grew sharply - up 21.0% during 2023, from $139M to $169M. Reported net income was $29M.

How have Plumbers & Pipefitters Lu 286 Money Purchase Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers & Pipefitters Lu 286 Money Purchase Plan's sponsor-wide assets grew 41.4%, from $139M to $197M.

Where does Plumbers & Pipefitters Lu 286 Money Purchase Plan rank by assets among Form 5500 filers? ▼

Plumbers & Pipefitters Lu 286 Money Purchase Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Plumbers & Pipefitters Lu 286 Money Purchase Plan? ▼

Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($170M, 658 participants).

Which Money Purchase plans cover a similar participant headcount to Plumbers & Pipefitters Lu 286 Money Purchase Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Local 580 Annuity Fund in NY (3,222 participants, $703M 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 742748987.