Money Purchase · DOL Form 5500 · 2024

Plumbers & Steamfitters 150 Profit Sharing Fund Money Purchase Plan

Data updated 2026-08-11

$33M
Total assets: 1,463
Participants: 78th
Percentile by assets: $22,219
Avg per participant

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.

78th percentile by assets (of 123,622 plans)
#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.

$33M
total plan assets (2024 EOY): 1,463
covered participants: 78th
percentile by assets (of 123,622 plans): $22,219
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Construction

Plumbers & Steamfitters 150 Profit Sharing Fund vs the 2024 asset distribution

By assets, Plumbers & Steamfitters 150 Profit Sharing Fund outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Plumbers & Steamfitters 150 Profit Sharing Fund plans on file

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.

Plumbers & Steamfitters 150 Profit Sharing Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants

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

Compare Plumbers & Steamfitters 150 Profit Shari… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers & Steamfitters 150 Profit Sharing Fund by total assets, not by location.

Mosaic & Terrazzo Workers' Annuity Fund (NY) $32M · 259
Hawkins Construction Company Employee Pension Benefit Plan (NE) $33M · 215
Insulators Local No 27 Supplemental Pension Fund (MO) $32M · 483
Teamsters Local 929 Retirement Plan (NJ) $33M · 2,595

Frequently Asked Questions

How did Plumbers & Steamfitters 150 Profit Sharing Fund assets move in 2024? ▼

Plumbers & Steamfitters 150 Profit Sharing Fund grew sharply - up 18.6% during 2024, from $27M to $33M. Reported net income was $5M.

How have Plumbers & Steamfitters 150 Profit Sharing Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers & Steamfitters 150 Profit Sharing Fund's sponsor-wide assets grew 46.9%, from $22M to $33M.

Where does Plumbers & Steamfitters 150 Profit Sharing Fund rank by assets among Form 5500 filers? ▼

Plumbers & Steamfitters 150 Profit Sharing Fund ranks in the 78th 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 & Steamfitters 150 Profit Sharing Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Mosaic & Terrazzo Workers' Annuity Fund in NY ($32M, 259 participants).

Next read for Plumbers & Steamfitters 150 Profit Shari…

Scale reading

Ways to act on Plumbers & Steamfitters 150 Profit Sharing Fund's numbers.

By total assets, Plumbers & Steamfitters 150 Profit Sharing Fund 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 Tennessee. Compare plans
Plumbers & Steamfitters 150 Profit Sharing Fund's sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Construction plans

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 470892851.