Money Purchase · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 565 Money Purchase Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 632
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $56,089
- Avg per participant Low balance/head
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.
- #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.
- #7,060
- in Construction (9,039 peers)
- +10.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 565 Pension Plan's outsized position by total assets
Plumbers & Steamfitters Local 565 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,447,941 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Plumbers & Steamfitters Local 565 Pension 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 & Steamfitters Local 565 Pension Plan sits mid-pack in the medium band (632 participants).
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.
EBSA filing schedule strip
Filing strip 550615390 · Plumbers & Steamfitters Local 565 PY 2024 · Money Purchase
Plumbers & Steamfitters Local 565 Pension Plan · $35M · 632 · 80th
- PCT $35M
- PCT 632
- PCT 80th
- PCT Money Purchase
- PCT near Ironworkers Local 380 Retirement and Severance Plan
- PCT ind #7060
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 West Virginia →
Plumbers & Steamfitters Local 565 Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 565 plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 25.59695145560618% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Steamfitters Local 565 Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Ironworkers Local 380 Retirement and Severance Plan in IL ($36M); by covered participants it is IBEW Local No. 223 Deferred Income Plan in CT (631 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (632 participants); asset peers above are excluded.
- IBEW Local No. 223 Deferred Income Plan (CT) 631 · 1 off
- The Scripps Research Institute Faculty and Management Retirement Plan (CA) 634 · 2 off
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) 635 · 3 off
- Sheet Metal Workers Local 91 Annuity Plan (IL) 638 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.