Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees Plumbers & Pipefitters Local Unions Pension Plan

Data updated 2026-08-11

$555M
Total assets
1,287
Participants
98th
Percentile by assets
$430,868
Avg per participant
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Official DOL plan name: Plumbers & Pipefitters Local Unions 502 & 633 Pens · Sponsored by Joint Board of Trustees Plumbers & Pipefitters Local Unions · Michigan · Construction

$555M in assets, 1,287 participants

Joint Board of Trustees Plumbers & Pipefitters Local Unions's Plumbers & Pipefitters Local Unions 502 & 633 Pens reported $555M in total assets and 1,287 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #8,800 in Construction (9,030 peers)

Coverage in Michigan

Plumbers & Pipefitters Local Unions 502 & 633 Pens covers 1,287 participants in Michigan, 2.0x the typical Michigan plan (state average ~638 per filing). Assets: $555M.

$555M
total plan assets (2023 EOY)
1,287
covered participants
98th
percentile by assets (of 127,072 plans)
$430,868
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Pipefitters Local Unions 502 & 633 Pens reported net income rose from $18M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Plumbers & Pipefitters Local Unions 502 & 633 Pens end-of-year assets rose from $494M in the plan year 2022 filing to $555M in the plan year 2023 filing.
  • Plumbers & Pipefitters Local Unions 502 & 633 Pens reported participants rose from 1,256 in the plan year 2022 filing to 1,287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Plumbers & Pipefitters Local Unions 502 & 633 Pens reports 1,287 participants - 2.0x that state average ($555M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$494M
Net Assets (End of Year)$552M
Net Income$60M
Employer EIN616078145
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Plumbers & Pipefitters Local Unions)

$450M$500M$550M$600M$650M 202220232024 $494M $623M ▲ +26.2%
Total plan assets by year, all Joint Board of Trustees Plumbers & Pipefitters Local Unions plans on file
Year Plans Participants Total Assets
2022 1 1,256 $494M
2023 1 1,287 $555M
2024 1 2,160 $623M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Plumbers & Pipefitters Local Unions 502 & 633 Pens vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Plumbers & Pipefitters Local Unions 502 & 633 Pens vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -1001020304050 Total assets ($B) Participants Plumbers & Pipefitte…General Motors Hourl…Ford Motor Company U…Ford Motor Company G…Dow Employees' Pensi…Fca US LLC UAW Pensi…
Plumbers & Pipefitters Local Unions 502 & 633 Pens vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Plumbers & Pipefitters Local Unions 502 & 633 Pens by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Pipefitters Local Unions 502 & 633 Pens assets move in 2023?
Plumbers & Pipefitters Local Unions 502 & 633 Pens grew at a solid clip - up 12.3% during 2023, from $494M to $555M. Reported net income was $60M.
How have Joint Board of Trustees Plumbers & Pipefitters Local Unions plan assets changed over time?
Across 3 plan years on file (2022-2024), Joint Board of Trustees Plumbers & Pipefitters Local Unions's sponsor-wide assets grew 26.2%, from $494M to $623M.
Where does Plumbers & Pipefitters Local Unions 502 & 633 Pens rank by assets among Form 5500 filers?
Plumbers & Pipefitters Local Unions 502 & 633 Pens ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers & Pipefitters Local Unions 502 & 633 Pens?
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Brotherhood of Electrical Workers Local Union 98 Pension Plan in PA ($555M, 2,487 participants).

Next read for Plumbers & Pipefitters Local Unions 502 …

Filing takeaways

Ways to act on Plumbers & Pipefitters Local Unions 502 & 633 Pens's numbers.

  • By total assets, Plumbers & Pipefitters Local Unions 502 & 633 Pens ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
  • Joint Board of Trustees Plumbers & Pipefitters Local Unions's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Construction plans