Money Purchase · DOL Form 5500 · 2024

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund Money Purchase Plan

Data updated 2026-08-25

$459K
Total assets Small plan by assets
N/A
Participants Small participant base
17th
Percentile by assets National rank
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Official DOL plan name: Pipefitters Local No 636 Retiree & Widow Benefit Fund · Sponsored by Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund · Michigan · Construction

$459K in assets, N/A participants

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's Pipefitters Local No 636 Retiree & Widow Benefit Fund reported $459K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,484 in Construction (9,039 peers)

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year trail

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's plans moved +12.7% in assets from 2022 to 2024; this filing shows Pipefitters Local No 636 Retiree & Widow Benefit Fund at $459K / N/A participants.

#1,484
in Construction (9,039 peers)
-7.0%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pipefitters Local No 636 Retiree & Widow Benefit Fund among the smaller filed plans by assets

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$458,861 17th percentile higher than 17% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pipefitters Local No 636 Retiree & Widow Benefit Fund reported net income fell from $84K in the plan year 2023 filing to -$50K in the plan year 2024 filing.
  • Pipefitters Local No 636 Retiree & Widow Benefit Fund end-of-year assets fell from $493K in the plan year 2023 filing to $459K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 386447273 · Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund PY 2024 · Money Purchase

Pipefitters Local No 636 Retiree & Widow Benefit Fund · $459K · N/A · 17th

  • 5500 $459K
  • ASSETS N/A
  • PCT 17th
  • EIN Money Purchase
  • RANK near Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian
  • PHOTO ind #1484

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 Michigan →

Pipefitters Local No 636 Retiree & Widow Benefit Fund in the asset neighbourhood

Gina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$480KPipefitters Local No 636 Retiree & Widow Benefit FundPipefitters Local No 636 Ret…$459KMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$451KBarbosa Dental Clinic, Csp Retirement PlanBarbosa Dental Clinic, Csp R…$442KClinica Familiar Coto Laurel, Inc. Retirement PlanClinica Familiar Coto Laurel…$440K
End-of-year total assets ($M) among Pipefitters Local No 636 Retiree & Widow Benefit Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plans reported in each filing year

Latest sponsor-wide plan assets
$459K 12.732289035859237% vs 2022
2024 filing year
$0.4M$0.45M$0.5M 202220232024 $0.41M $0.46M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 N/A $407K
2023 1 N/A $493K
2024 1 N/A $459K

Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund filing trail (2024)

Total Assets (Beginning of Year)$493K
Net Assets (End of Year)$440K
Net Income-$50K
Employer EIN386447273
Plan Effective Date1982-07-05
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Pipefitters Local No 636 Retiree & Widow Benefit Fund, Total assets ($B): 0.000458861 · Participants: 0Pipefitters Local No 636 Retiree & Widow Benefit FundCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.589855457 · Participants: 35197Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.530589285 · Participants: 17855Michigan Regional Council of Carpenters' Annuity FundP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.25021539 · Participants: 1182P & M Holding Group, LLP & Affiliated Entities Pension PlanOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.247791514 · Participants: 7667Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($B): 0.129114976 · Participants: 4355Michigan Laborers' Annuity Fund
Pipefitters Local No 636 Retiree & Widow Benefit Fund vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Pipefitters Local No 636 Retiree & Widow Benefit Fund side-by-side with 3 peers →

Pipefitters Local No 636 Retiree & Widow Benefit Fund's closest out-of-state Money Purchase peers by assets

Outside Michigan, the nearest Money Purchase by end-of-year assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY at $451K (this filing: $459K).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pipefitters Local No 636 Retiree & Widow Benefit Fund assets move in 2024? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund pulled back noticeably - down 7.0% during 2024, from $493K to $459K. Reported net income was -$50K.
How have Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund's sponsor-wide assets grew 12.7%, from $407K to $459K.
Where does Pipefitters Local No 636 Retiree & Widow Benefit Fund rank by assets among Form 5500 filers? ▼
Pipefitters Local No 636 Retiree & Widow Benefit Fund ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Pipefitters Local No 636 Retiree & Widow Benefit Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($451K, 2 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 386447273.

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.