Profit Sharing · DOL Form 5500 · 2024
Plumbers and Pipefitters Annuity Fund Local No. 520 Profit Sharing Plan
Data updated 2026-08-25
- $220M
- Total assets Near avg plan size
- 1,639
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $133,953
- Avg per participant Near avg balance/head
Official DOL plan name: Plumbers and Pipefitters Local Union 520 Annuity Plan · Sponsored by Plumbers and Pipefitters Annuity Fund Local No. 520 · Michigan · Construction
$220M in assets, 1,639 participants
Plumbers and Pipefitters Annuity Fund Local No. 520's Plumbers and Pipefitters Local Union 520 Annuity Plan reported $220M in total assets and 1,639 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,477 in Construction (9,039 peers)
Coverage in Michigan
Plumbers and Pipefitters Local Union 520 Annuity Plan covers 1,639 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $220M.
- #8,477
- in Construction (9,039 peers)
- +7.2%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local Union 520 Annuity Plan's outsized position by total assets
Plumbers and Pipefitters Local Union 520 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$219,548,504 Top 5% higher than 95% 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 520 Annuity Plan'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 and Pipefitters Local Union 520 Annuity Plan lands in the large band (1,639 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers and Pipefitters Local Union 520 Annuity Plan reported net income fell from $26M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Plumbers and Pipefitters Local Union 520 Annuity Plan end-of-year assets rose from $205M in the plan year 2023 filing to $220M in the plan year 2024 filing.
- Plumbers and Pipefitters Local Union 520 Annuity Plan reported participants fell from 1,651 in the plan year 2023 filing to 1,639 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 236489357 · Plumbers and Pipefitters Annuity Fund Local No. 520 PY 2024 · Profit Sharing
Plumbers and Pipefitters Local Union 520 Annuity Plan · $220M · 1,639 · 95th
- IND $220M
- IND 1,639
- IND 95th
- IND Profit Sharing
- IND near International Union of Painters and Allied Trades District Council No. 21 Annuity Fund
- IND ind #8477
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 Michigan →
Plumbers and Pipefitters Local Union 520 Annuity Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $15M |
| Employer EIN | 236489357 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Pipefitters Annuity Fund Local No. 520)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Annuity Fund Local No. 520 plans reported in each filing year
- Latest sponsor-wide plan assets
- $521M 20.79723424769565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,623 | $431M |
| 2023 | 2 | 2,610 | $482M |
| 2024 | 2 | 2,614 | $521M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- IBEW Local No 461 Defined Contribution Pension Plan $172M · 1,026
Plumbers and Pipefitters Local Union 520 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is International Union of Painters and Allied Trades District Council No. 21 Annuity Fund in PA ($220M); by covered participants it is Beloit Health System 403(b) Plan in WI (1,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- International Union of Painters and Allied Trades District Council No. 21 Annuity Fund (PA) $220M · 4,931
- Tamko Employees Profit Sharing Retirement Plan (KS) $220M · 923
- Do It Best Corp. Restated Employees' Savings & Profit Sharing (IN) $219M · 2,068
- Fayez Sarofim & Co. Profit Sharing Plan (TX) $224M · 124
Similar participant headcount
Nearest other-state filings by covered participants (1,639 participants); asset peers above are excluded.
- Beloit Health System 403(b) Plan (WI) 1,639 · 0 off
- Teamsters Local 456 Annuity Fund (NY) 1,635 · 4 off
- Western Washington Painters Defined Contribution Pension Plan (WA) 1,633 · 6 off
- Anderson Regional Medical Center Retirement Savings Plan (MS) 1,645 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.