Money Purchase · DOL Form 5500 · 2024

City of Haleyville Water Works & Sewer Board Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$148,344
Avg per participant Above avg balance/head
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Official DOL plan name: City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan · Sponsored by City of Haleyville Water Works & Sewer Board · Alabama · Utilities

$2M in assets, 14 participants

City of Haleyville Water Works & Sewer Board's City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #74 in Utilities (732 peers)

Utilities sector rank

Within Utilities, City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan ranks #74 of 732 2024 filers by assets (25853% of the sector average)-$2M for 14 participants.

#74
in Utilities (732 peers)
+11.5%
assets growth YoY

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan among the smaller filed plans by assets

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,076,822 30th percentile higher than 30% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan reported net income rose from -$224K in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan reported participants fell from 18 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 636004975 · City of Haleyville Water Works & Sewer Board PY 2024 · Money Purchase

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan · $2M · 14 · 30th

  • PART $2M
  • TYPE 14
  • NET 30th
  • BOOK Money Purchase
  • VS-ST near Retirement Plan of Richard a. Mellon Separate Trust No. 1
  • BOY ind #74

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 Utilities retirement plans → · Plans in Alabama →

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan in the asset neighbourhood

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MRetirement Plan of Richard a. Mellon Separate Trust No. 1Retirement Plan of Richard a…$2MCharm-Tex, Inc. Money Purchase PlanCharm-Tex, Inc. Money Purcha…$2MCarl J Pardini Ds Profit Sharing PlanCarl J Pardini Ds Profit Sha…$2MHamilton & Co. Profit Sharing Plan & TrustHamilton & Co. Profit Sharin…$2M
End-of-year total assets ($M) among City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$214K
Employer EIN636004975
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City of Haleyville Water Works & Sewer Board)

Sponsor-wide plan assets over time

All City of Haleyville Water Works & Sewer Board plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.5065164954404893% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $2.09M $2.08M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 14 $2M

Nearby Money Purchase Plans in Alabama

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -20020406080100 Total assets ($M) Participants City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan, Total assets ($M): 2.076822 · Participants: 14City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanPlumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($M): 80.534866 · Participants: 309Plumbers & Steamfitters Local Union 52 Defined Con PlanIron Workers Local Union No. 92 Money Purchase Pension Plan, Total assets ($M): 58.140153 · Participants: 852Iron Workers Local Union No. 92 Money Purchase Pension PlanAlabama Housing Finance Authority Retirement Plan, Total assets ($M): 20.583006 · Participants: 145Alabama Housing Finance Authority Retirement PlanBayou La Batre Area Health Development Board, Inc. Mpp, Total assets ($M): 10.086796 · Participants: 92Bayou La Batre Area Health Development Board, Inc. MppSabel Steel Service, Inc. Money Purchase Plan, Total assets ($M): 2.365691 · Participants: 183Sabel Steel Service, Inc. Money Purchase Plan
City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan side-by-side with 3 peers →

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Retirement Plan of Richard a. Mellon Separate Trust No. 1 in PA ($2M); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan assets move in 2024? ▼
City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan grew at a solid clip - up 11.5% during 2024, from $2M to $2M. Reported net income was $214K.
How have City of Haleyville Water Works & Sewer Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City of Haleyville Water Works & Sewer Board's sponsor-wide assets declined 0.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Richard a. Mellon Separate Trust No. 1 in PA ($2M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants, $6M in assets).

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 636004975.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.