Money Purchase · DOL Form 5500 · 2024
Plumbers & Steamfitters Local Union 52 Money Purchase Plan
Data updated 2026-08-11
- $81M
- Total assets
- 309
- Participants
- 89th
- Percentile by assets
- $260,631
- Avg per participant
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $81M
- total plan assets (2024 EOY)
- 309
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $260,631
- avg assets per participant
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.
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs the 2024 asset distribution
By assets, Plumbers & Steamfitters Local Union 52 Defined Con Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Plumbers & Steamfitters Local Union 52 Defined Con Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Steamfitters Local Union 52 Defined Con Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Plumbers & Steamfitters Local Union 52 Defined Con Plan assets move in 2024? ▼
How have Plumbers & Steamfitters Local Union 52 plan assets changed over time? ▼
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Scale reading
Ways to act on Plumbers & Steamfitters Local Union 52 Defined Con Plan's numbers.
- By total assets, Plumbers & Steamfitters Local Union 52 Defined Con Plan 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 Alabama. Compare plans
- Plumbers & Steamfitters Local Union 52's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Construction plans