Money Purchase · DOL Form 5500 · 2023
Plumbers & Pipefitters Lu 286 Money Purchase Plan Money Purchase Plan
Data updated 2026-08-11
- $169M
- Total assets
- 3,203
- Participants
- 94th
- Percentile by assets
- $52,651
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $169M
- total plan assets (2023 EOY)
- 3,203
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $52,651
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Plumbers & Pipefitters Lu 286 Money Purchase Plan reports 3,203 participants - 8.8x that state average ($169M EOY assets).
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)
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Pipefitters Lu 286 Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Plumbers & Pipefitters Lu 286 Money Purchase Plan assets move in 2023? ▼
How have Plumbers & Pipefitters Lu 286 Money Purchase Plan plan assets changed over time? ▼
Where does Plumbers & Pipefitters Lu 286 Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Lu 286 Money Purchase Plan? ▼
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Filing takeaways
Ways to act on Plumbers & Pipefitters Lu 286 Money Purchase Plan's numbers.
- By total assets, Plumbers & Pipefitters Lu 286 Money Purchase Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Mexico. Compare plans
- Plumbers & Pipefitters Lu 286 Money Purchase Plan's sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Construction plans