Money Purchase · DOL Form 5500 · 2023
Plumbers and Pipefitters Local 9 Surety Fund Money Purchase Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 2,179
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $131,925
- Avg per participant Near avg balance/head
Official DOL plan name: Plumbers & Pipefitters Local 9 Surety Plan · Sponsored by Plumbers and Pipefitters Local 9 Surety Fund · New Jersey · Construction
$287M in assets, 2,179 participants
Plumbers and Pipefitters Local 9 Surety Fund's Plumbers & Pipefitters Local 9 Surety Plan reported $287M in total assets and 2,179 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.
- #8,597 in Construction (9,030 peers)
Coverage in New Jersey
Plumbers & Pipefitters Local 9 Surety Plan covers 2,179 participants in New Jersey, 2.6x the typical New Jersey plan (state average ~844 per filing). Assets: $287M.
- #8,597
- in Construction (9,030 peers)
- +11.7%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Plumbers & Pipefitters Local 9 Surety Plan's outsized position by total assets
Plumbers & Pipefitters Local 9 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$287,464,744 Top 4% higher than 96% 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 Local 9 Surety 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 Local 9 Surety Plan lands in the large band (2,179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Pipefitters Local 9 Surety Plan reported net income rose from $14M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Plumbers & Pipefitters Local 9 Surety Plan end-of-year assets rose from $257M in the plan year 2022 filing to $287M in the plan year 2023 filing.
- Plumbers & Pipefitters Local 9 Surety Plan reported participants rose from 1,957 in the plan year 2022 filing to 2,179 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 222383293 · Plumbers and Pipefitters Local 9 Surety Fund PY 2023 · Money Purchase
Plumbers & Pipefitters Local 9 Surety Plan · $287M · 2,179 · 96th
- RANK $287M
- PHOTO 2,179
- IND 96th
- EOY Money Purchase
- 5500 near Samaritan Health Services Retirement Plan
- ASSETS ind #8597
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 Jersey →
Plumbers & Pipefitters Local 9 Surety Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $257M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | $30M |
| Employer EIN | 222383293 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Pipefitters Local 9 Surety Fund)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Local 9 Surety Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $311M 20.98493461269313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,957 | $257M |
| 2023 | 1 | 2,179 | $287M |
| 2024 | 1 | 2,205 | $311M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Kpmg Personal Account for Retirement Plan $279M · 550
Plumbers & Pipefitters Local 9 Surety Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Samaritan Health Services Retirement Plan in OR ($289M); by covered participants it is Plumbers and Pipefitters Local Union No. 396 Security Plan in OH (2,190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
- Samaritan Health Services Retirement Plan (OR) $289M · 5,389
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $292M · 3,139
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $282M · 6,157
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) $296M · 1,118
Similar participant headcount
Nearest other-state filings by covered participants (2,179 participants); asset peers above are excluded.
- Plumbers and Pipefitters Local Union No. 396 Security Plan (OH) 2,190 · 11 off
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,156 · 23 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 2,143 · 36 off
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,135 · 44 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.