Money Purchase · DOL Form 5500 · 2024
Plumbing & Pipefitting Ind AFL Money Purchase Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 402
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $414,788
- Avg per participant High balance/head
Official DOL plan name: Annuity Fund of Local 274 · Sponsored by Plumbing & Pipefitting Ind AFL · New Jersey · Construction
$167M in assets, 402 participants
Plumbing & Pipefitting Ind AFL's Annuity Fund of Local 274 reported $167M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,340 in Construction (9,039 peers)
Coverage in New Jersey
Annuity Fund of Local 274 covers 402 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $167M.
- #8,340
- in Construction (9,039 peers)
- +9.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Annuity Fund of Local 274's outsized position by total assets
Annuity Fund of Local 274 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$166,744,905 Top 7% higher than 93% 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
Annuity Fund of Local 274 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. Annuity Fund of Local 274 sits mid-pack in the medium band (402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Fund of Local 274 reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Annuity Fund of Local 274 reported participants rose from 340 in the plan year 2023 filing to 402 in the plan year 2024 filing.
- Annuity Fund of Local 274 end-of-year assets rose from $152M in the plan year 2023 filing to $167M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 222361111 · Plumbing & Pipefitting Ind AFL PY 2024 · Money Purchase
Annuity Fund of Local 274 · $167M · 402 · 93rd
- VS-ST $167M
- BOY 402
- SCH 93rd
- EBSA Money Purchase
- PART near Local Union 598 Supplemental Pension Plan
- TYPE ind #8340
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 New Jersey →
Annuity Fund of Local 274 in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $15M |
| Employer EIN | 222361111 |
| Plan Effective Date | 1979-07-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbing & Pipefitting Ind AFL)
Sponsor-wide plan assets over time
All Plumbing & Pipefitting Ind AFL plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 18.67059831465948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 368 | $141M |
| 2023 | 1 | 340 | $152M |
| 2024 | 1 | 402 | $167M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Annuity Fund of Local 274's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Local Union 598 Supplemental Pension Plan in OR ($166M); by covered participants it is Terry Reilly Health Services Money Purchase Plan in ID (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Local Union 598 Supplemental Pension Plan (OR) $166M · 688
- Seafarers Money Purchase Pension Plan (MD) $168M · 8,583
- Greater Texas IBEW NECA Annuity Plan (TX) $165M · 1,845
- Tile Industry Retirement Savings Trust Fund (CA) $170M · 1,979
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- Terry Reilly Health Services Money Purchase Plan (ID) 401 · 1 off
- Medela LLC Employees Pension Plan (IL) 400 · 2 off
- Iowa Builders Retirement Plan (IA) 400 · 2 off
- Painters and Allied Trades Local 1959 Retirement Plan (WA) 406 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.