Money Purchase · DOL Form 5500 · 2024
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 688
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $44,946
- Avg per participant Low balance/head
Official DOL plan name: Plumbers and Pipefitters Local Union No. 396 Security Plan · Sponsored by Plumbers & Pipefitters Local 396 Security Plan Board of Trustees · Ohio · Construction
$31M in assets, 688 participants
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees's Plumbers and Pipefitters Local Union No. 396 Security Plan reported $31M in total assets and 688 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.
- #6,899 in Construction (9,039 peers)
Where Plumbers and Pipefitters Local Union No. 396 Security Plan sits by assets
Plumbers and Pipefitters Local Union No. 396 Security Plan sits in the top quartile of all filed plans by assets, $31M for 688 participants (~$44,946/participant), up 2.9% in 2024.
- #6,899
- in Construction (9,039 peers)
- +2.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local Union No. 396 Security Plan's outsized position by total assets
Plumbers and Pipefitters Local Union No. 396 Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,922,553 Top 22% higher than 78% 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 and Pipefitters Local Union No. 396 Security 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 and Pipefitters Local Union No. 396 Security Plan sits mid-pack in the medium band (688 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers and Pipefitters Local Union No. 396 Security Plan reported net income fell from $4M in the plan year 2023 filing to $867K in the plan year 2024 filing.
- Plumbers and Pipefitters Local Union No. 396 Security Plan reported participants fell from 2,190 in the plan year 2023 filing to 688 in the plan year 2024 filing.
- Plumbers and Pipefitters Local Union No. 396 Security Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 346638626 · Plumbers & Pipefitters Local 396 Security Plan Board of Trustees PY 2024 · Money Purchase
Plumbers and Pipefitters Local Union No. 396 Security Plan · $31M · 688 · 78th
- RANK $31M
- PHOTO 688
- IND 78th
- EOY Money Purchase
- 5500 near Mbku 401(a) Retirement Plan
- ASSETS ind #6899
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 Ohio →
Plumbers and Pipefitters Local Union No. 396 Security Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $867K |
| Employer EIN | 346638626 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Pipefitters Local 396 Security Plan Board of Trustees)
Sponsor-wide plan assets over time
All Plumbers & Pipefitters Local 396 Security Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 18.163298590128647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,069 | $26M |
| 2023 | 1 | 2,190 | $30M |
| 2024 | 1 | 688 | $31M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Plumbers and Pipefitters Local Union No. 396 Security Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Mbku 401(a) Retirement Plan in CA ($31M); by covered participants it is Local Union 598 Supplemental Pension Plan in OR (688 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (688 participants); asset peers above are excluded.
- Local Union 598 Supplemental Pension Plan (OR) 688 · 0 off
- Iron Workers Local No. 67 Defined Contribution Fund (IA) 689 · 1 off
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) 683 · 5 off
- Mcphs University Pension Plan (MA) 683 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.