Money Purchase · DOL Form 5500 · 2024
Jt Brd Trustees Plumbers & Pipefitters Money Purchase Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 2,909
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $25,766
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Pipefitters Local 152 Retirement Annuit · Sponsored by Jt Brd Trustees Plumbers & Pipefitters · West Virginia · Construction
$75M in assets, 2,909 participants
Jt Brd Trustees Plumbers & Pipefitters's Plumbers & Pipefitters Local 152 Retirement Annuit reported $75M in total assets and 2,909 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,808 in Construction (9,039 peers)
Coverage in West Virginia
Plumbers & Pipefitters Local 152 Retirement Annuit covers 2,909 participants in West Virginia, 6.2x the typical West Virginia plan (state average ~467 per filing). Assets: $75M.
- #7,808
- in Construction (9,039 peers)
- +8.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plumbers & Pipefitters Local 152 Retirement Annuit's outsized position by total assets
Plumbers & Pipefitters Local 152 Retirement Annuit vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,951,905 Top 12% higher than 88% 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 & Pipefitters Local 152 Retirement Annuit's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Pipefitters Local 152 Retirement Annuit lands in the large band (2,909 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Pipefitters Local 152 Retirement Annuit end-of-year assets rose from $69M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Plumbers & Pipefitters Local 152 Retirement Annuit reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Plumbers & Pipefitters Local 152 Retirement Annuit reported participants fell from 3,075 in the plan year 2023 filing to 2,909 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 550623667 · Jt Brd Trustees Plumbers & Pipefitters PY 2024 · Money Purchase
Plumbers & Pipefitters Local 152 Retirement Annuit · $75M · 2,909 · 88th
- SCH $75M
- SCH 2,909
- SCH 88th
- SCH Money Purchase
- SCH near Unity Health Retirement Plan
- SCH ind #7808
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 West Virginia →
Plumbers & Pipefitters Local 152 Retirement Annuit in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $6M |
| Employer EIN | 550623667 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Brd Trustees Plumbers & Pipefitters)
Sponsor-wide plan assets over time
All Jt Brd Trustees Plumbers & Pipefitters plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 18.905598477437835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,241 | $63M |
| 2023 | 1 | 3,075 | $69M |
| 2024 | 1 | 2,909 | $75M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $392M · 1,946
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $107M · 2,084
- IBEW Local 968 Pension Fund $73M · 355
- West Virginia University Medical Corp. Charleston Division Retirement Plan $65M · 157
- Plumbers & Steamfitters Local 565 Pension Plan $35M · 632
Plumbers & Pipefitters Local 152 Retirement Annuit's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Unity Health Retirement Plan in AR ($75M); by covered participants it is Centrastate Healthcare System Retirement Plan in NJ (2,892 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Unity Health Retirement Plan (AR) $75M · 1,736
- Iowa Builders Retirement Plan (IA) $75M · 400
- Ingram Marine Group Retirement Plan (TN) $75M · 1,351
- Dechert LLP Pension Plan No. 2 for Partners (PA) $76M · 241
Similar participant headcount
Nearest other-state filings by covered participants (2,909 participants); asset peers above are excluded.
- Centrastate Healthcare System Retirement Plan (NJ) 2,892 · 17 off
- Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) 2,945 · 36 off
- Meba Pension Trust-Money Purchase Benefit Plan (MD) 2,964 · 55 off
- Saint Louis University Retirement Plan (MO) 2,836 · 73 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.