Money Purchase · DOL Form 5500 · 2024
Plumbers & Steamfitters 150 Profit Sharing Fund Money Purchase Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,463
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $22,219
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters 150 Profit Sharing Fund · Sponsored by Plumbers & Steamfitters 150 Profit Sharing Fund · Tennessee · Construction
$33M in assets, 1,463 participants
Plumbers & Steamfitters 150 Profit Sharing Fund's Plumbers & Steamfitters 150 Profit Sharing Fund reported $33M in total assets and 1,463 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,959 in Construction (9,039 peers)
Where Plumbers & Steamfitters 150 Profit Sharing Fund sits by assets
Plumbers & Steamfitters 150 Profit Sharing Fund sits in the top quartile of all filed plans by assets, $33M for 1,463 participants (~$22,219/participant), up 18.6% in 2024.
- #6,959
- in Construction (9,039 peers)
- +18.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Plumbers & Steamfitters 150 Profit Sharing Fund's outsized position by total assets
Plumbers & Steamfitters 150 Profit Sharing Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,506,031 Top 22% higher than 78% 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 150 Profit Sharing Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters 150 Profit Sharing Fund lands in the large band (1,463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters 150 Profit Sharing Fund end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Plumbers & Steamfitters 150 Profit Sharing Fund reported participants fell from 1,590 in the plan year 2023 filing to 1,463 in the plan year 2024 filing.
- Plumbers & Steamfitters 150 Profit Sharing Fund reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 470892851 · Plumbers & Steamfitters 150 Profit Sharing Fund PY 2024 · Money Purchase
Plumbers & Steamfitters 150 Profit Sharing Fund · $33M · 1,463 · 78th
- RANK $33M
- PHOTO 1,463
- IND 78th
- EOY Money Purchase
- 5500 near Mosaic & Terrazzo Workers' Annuity Fund
- ASSETS ind #6959
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 Tennessee →
Plumbers & Steamfitters 150 Profit Sharing Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 470892851 |
| Plan Effective Date | 2002-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters 150 Profit Sharing Fund)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters 150 Profit Sharing Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 46.903208656588475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,704 | $22M |
| 2023 | 1 | 1,590 | $27M |
| 2024 | 1 | 1,463 | $33M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Plumbers & Steamfitters 150 Profit Sharing Fund's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Mosaic & Terrazzo Workers' Annuity Fund in NY ($32M); by covered participants it is Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan in MO (1,466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,463 participants); asset peers above are excluded.
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) 1,466 · 3 off
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust (IN) 1,457 · 6 off
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) 1,479 · 16 off
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity (AZ) 1,481 · 18 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.