Money Purchase · DOL Form 5500 · 2024

The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def Money Purchase Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
906
Participants Near avg headcount
87th
Percentile by assets National rank
$70,100
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers and Pipefitters of the Carolinas Defined Contribution Plan · Sponsored by The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def · Florida · Construction

$64M in assets, 906 participants

The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def's Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported $64M in total assets and 906 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,663 in Construction (9,039 peers)

Where Plumbers and Pipefitters of the Carolinas Defined Contribution Plan sits by assets

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan sits in the top quartile of all filed plans by assets, $64M for 906 participants (~$70,100/participant), up 15.1% in 2024.

#7,663
in Construction (9,039 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan's outsized position by total assets

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan vs every filed plan by assets

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

$63,510,688 Top 13% higher than 87% 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

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers and Pipefitters of the Carolinas Defined Contribution Plan sits mid-pack in the medium band (906 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Plumbers and Pipefitters of the Carolinas Defined Contribution Plan reported participants fell from 1,094 in the plan year 2023 filing to 906 in the plan year 2024 filing.
  • Plumbers and Pipefitters of the Carolinas Defined Contribution Plan end-of-year assets rose from $55M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561442440 · The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def PY 2024 · Money Purchase

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan · $64M · 906 · 87th

  • NET $64M
  • BOOK 906
  • VS-ST 87th
  • BOY Money Purchase
  • SCH near Sevenson Environmental Services, Inc. Pension Plan
  • EBSA ind #7663

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 Florida →

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan in the asset neighbourhood

The Excelsior University Retirement PlanThe Excelsior University Ret…$64MPlumbers and Pipefitters of the Carolinas Defined Contribution PlanPlumbers and Pipefitters of …$64MSevenson Environmental Services, Inc. Pension PlanSevenson Environmental Servi…$63MLocal 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension FundLocal 18 Int'l Assoc. of Hea…$63MBac Local Union 15 Supplemental PlanBac Local Union 15 Supplemen…$63M
End-of-year total assets ($M) among Plumbers and Pipefitters of the Carolinas Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN561442440
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def)

Sponsor-wide plan assets over time

All The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def plans reported in each filing year

Latest sponsor-wide plan assets
$64M 25.862215204894568% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.5M $63.5M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 1,147 $50M
2023 1 1,094 $55M
2024 1 906 $64M

Nearby Money Purchase Plans in Florida

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

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants Plumbers and Pipefitters of the Carolinas Defined Contribution Plan, Total assets ($M): 63.510688 · Participants: 906Plumbers and Pipefitters of the Carolinas Defined Contribution PlanElliott Money Purchase Pension Plan, Total assets ($M): 457.469447 · Participants: 494Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 192.89028 · Participants: 13122Southern States Savings & Retirement Plan TrustCarolina Electrical Workers Retirement Fund, Total assets ($M): 154.004482 · Participants: 6154Carolina Electrical Workers Retirement FundNECA-IBEW 177 Pension Fund, Total assets ($M): 143.90263 · Participants: 1412NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 99.089055 · Participants: 471Lifelink Foundation, Inc. Retirement Plan
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan vs. nearby Money Purchase plans in Florida, assets vs. participants

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Sevenson Environmental Services, Inc. Pension Plan in NY ($63M); by covered participants it is Carteret County General Hospital Money Purchase Pension Plan in NC (905 participants). Same-state nearby plans are listed separately above.

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 Plumbers and Pipefitters of the Carolinas Defined Contribution Plan assets move in 2024? ▼
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan grew sharply - up 15.1% during 2024, from $55M to $64M. Reported net income was $7M.
How have The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def's sponsor-wide assets grew 25.9%, from $50M to $64M.
Where does Plumbers and Pipefitters of the Carolinas Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Plumbers and Pipefitters of the Carolinas Defined Contribution Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers and Pipefitters of the Carolinas Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sevenson Environmental Services, Inc. Pension Plan in NY ($63M, 413 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers and Pipefitters of the Carolinas Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Carteret County General Hospital Money Purchase Pension Plan in NC (905 participants, $58M in assets).