Money Purchase · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 565 Money Purchase Plan
Data updated 2026-08-11
- $35M
- Total assets
- 632
- Participants
- 80th
- Percentile by assets
- $56,089
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 565 Pension Plan · Sponsored by Plumbers & Steamfitters Local 565 · West Virginia · Construction
$35M in assets, 632 participants
Plumbers & Steamfitters Local 565's Plumbers & Steamfitters Local 565 Pension Plan reported $35M in total assets and 632 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #7,060 in Construction (9,039 peers)
Where Plumbers & Steamfitters Local 565 Pension Plan sits by assets
Plumbers & Steamfitters Local 565 Pension Plan sits in the top quartile of all filed plans by assets, $35M for 632 participants (~$56,089/participant), up 10.8% in 2024.
- $35M
- total plan assets (2024 EOY)
- 632
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $56,089
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 565 Pension Plan reported participants rose from 559 in the plan year 2023 filing to 632 in the plan year 2024 filing.
- Plumbers & Steamfitters Local 565 Pension Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 565 Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plumbers & Steamfitters Local 565 Pension Plan vs the 2024 asset distribution
By assets, Plumbers & Steamfitters Local 565 Pension Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 550615390 |
| Plan Effective Date | 1981-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 565)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 538 | $28M |
| 2023 | 1 | 559 | $32M |
| 2024 | 1 | 632 | $35M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters Local 565 Pension Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
- West Virginia University Medical Corporation Retirement Plan $392M · 1,946
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $107M · 2,084
- Plumbers & Pipefitters Local 152 Retirement Annuit $75M · 2,909
- IBEW Local 968 Pension Fund $73M · 355
- West Virginia University Medical Corp. Charleston Division Retirement Plan $65M · 157
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local 565 Pension Plan by total assets, not by location.
- Ironworkers Local 380 Retirement and Severance Plan (IL) $36M · 1,118
- Iron Workers Local 451 Annuity Fund (DE) $35M · 258
- East Bay Restaurant & Tavern Retirement Plan (CA) $36M · 4,313
- IBEW Local #241 Annuity Plan (NY) $36M · 179
Frequently Asked Questions
How did Plumbers & Steamfitters Local 565 Pension Plan assets move in 2024? ▼
How have Plumbers & Steamfitters Local 565 plan assets changed over time? ▼
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Scale reading
Ways to act on Plumbers & Steamfitters Local 565 Pension Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 565 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
- Plumbers & Steamfitters Local 565's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Construction plans