Profit Sharing · DOL Form 5500 · 2024

Plumbers and Pipefitters Annuity Fund Local No. 520 Profit Sharing Plan

Data updated 2026-07-24

$220M
Total assets: 1,639
Participants: 95th
Percentile by assets: $133,953
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

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 ~632 per filing). Assets: $220M.

$220M
total plan assets (2024 EOY): 1,639
covered participants: 95th
percentile by assets (of 116,472 plans): $133,953
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Michigan

Industry

Construction

Participants vs Michigan filers

In Michigan, the average filing covers about 632 participants across 3,963 plans. Plumbers and Pipefitters Local Union 520 Annuity Plan reports 1,639 participants - 2.6x that state average ($220M EOY assets).

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)

Total plan assets by year, all Plumbers and Pipefitters Annuity Fund Local No. 520 plans on file

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.

Plumbers and Pipefitters Local Union 520 Annuity Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

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

Compare Plumbers and Pipefitters Local Union 520… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers and Pipefitters Local Union 520 Annuity Plan by total assets, not by location.

Tamko Employees Profit Sharing Retirement Plan (KS) $220M · 923
Fayez Sarofim & Co. Profit Sharing Plan (TX) $224M · 124
Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) $214M · 335
The Local 7 Tile Industry Annuity Fund (NY) $214M · 1,234

Frequently Asked Questions

How did Plumbers and Pipefitters Local Union 520 Annuity Plan assets move in 2024? ▼

Plumbers and Pipefitters Local Union 520 Annuity Plan grew at a solid clip - up 7.2% during 2024, from $205M to $220M. Reported net income was $15M.

How have Plumbers and Pipefitters Annuity Fund Local No. 520 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers and Pipefitters Annuity Fund Local No. 520's sponsor-wide assets grew 20.8%, from $431M to $521M.

Where does Plumbers and Pipefitters Local Union 520 Annuity Plan rank by assets among Form 5500 filers? ▼

Plumbers and Pipefitters Local Union 520 Annuity Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Plumbers and Pipefitters Local Union 520 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Tamko Employees Profit Sharing Retirement Plan in KS ($220M, 923 participants).

Next read for Plumbers and Pipefitters Local Union 520…

Filing takeaways

Ways to act on Plumbers and Pipefitters Local Union 520 Annuity Plan's numbers.

By total assets, Plumbers and Pipefitters Local Union 520 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
Plumbers and Pipefitters Annuity Fund Local No. 520's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 236489357.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.