Money Purchase · DOL Form 5500 · 2024
Plumbers & Steamfitters Local Union 52 Money Purchase Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 309
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $260,631
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local Union 52 Defined Con Plan · Sponsored by Plumbers & Steamfitters Local Union 52 · Alabama · Construction
$81M in assets, 309 participants
Plumbers & Steamfitters Local Union 52's Plumbers & Steamfitters Local Union 52 Defined Con Plan reported $81M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,860 in Construction (9,039 peers)
Where Plumbers & Steamfitters Local Union 52 Defined Con Plan sits by assets
Plumbers & Steamfitters Local Union 52 Defined Con Plan sits in the top quartile of all filed plans by assets, $81M for 309 participants (~$260,631/participant), up 14.5% in 2024.
- #7,860
- in Construction (9,039 peers)
- +14.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local Union 52 Defined Con Plan's outsized position by total assets
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,534,866 Top 11% higher than 89% 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 Union 52 Defined Con 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 Union 52 Defined Con Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local Union 52 Defined Con Plan end-of-year assets rose from $70M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Plumbers & Steamfitters Local Union 52 Defined Con Plan reported participants fell from 322 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Plumbers & Steamfitters Local Union 52 Defined Con Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 630234457 · Plumbers & Steamfitters Local Union 52 PY 2024 · Money Purchase
Plumbers & Steamfitters Local Union 52 Defined Con Plan · $81M · 309 · 89th
- 5500 $81M
- ASSETS 309
- PCT 89th
- EIN Money Purchase
- RANK near Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan
- PHOTO ind #7860
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 Alabama →
Plumbers & Steamfitters Local Union 52 Defined Con Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $10M |
| Employer EIN | 630234457 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local Union 52)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local Union 52 plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 34.18929254474142% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $60M |
| 2023 | 1 | 322 | $70M |
| 2024 | 1 | 309 | $81M |
Nearby Money Purchase Plans in Alabama
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Iron Workers Local Union No. 92 Money Purchase Pension Plan $58M · 852
- Alabama Housing Finance Authority Retirement Plan $21M · 145
- Bayou La Batre Area Health Development Board, Inc. Mpp $10M · 92
- Sabel Steel Service, Inc. Money Purchase Plan $2M · 183
- City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan $2M · 14
Plumbers & Steamfitters Local Union 52 Defined Con Plan's out-of-state Money Purchase peers by assets and headcount
Outside Alabama, the nearest Money Purchase by assets is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN ($81M); by covered participants it is National Democratic Institute for International Affairs Money Purchase Pension Plan in DC (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan (IN) $81M · 302
- Plumbers Local Union No. 200 Supplemental Vested Annuity Fund (NY) $81M · 758
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) $81M · 1,022
- Public Health Management Corp. Employees' Money Purchase Pension Plan (PA) $82M · 1,371
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) 309 · 0 off
- Ila Local 1922-1/2062 Defined Contribution Plan (FL) 308 · 1 off
- New Jersey Institute for Disabilities Retirement Plan (NJ) 310 · 1 off
- IBEW Local Union 573 Profit Sharing Plan and Trust (OH) 311 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.