Money Purchase · DOL Form 5500 · 2024

Trustees of Local 219 Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$40M
Total assets: 495
Participants: 81st
Percentile by assets: $80,820
Avg per participant

Official DOL plan name: Plumbing and Pipe Fitting Industry Local 219 Annuity Fund · Sponsored by Trustees of Local 219 Annuity Fund · Ohio · Construction

$40M in assets, 495 participants

Trustees of Local 219 Annuity Fund's Plumbing and Pipe Fitting Industry Local 219 Annuity Fund reported $40M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 123,622 plans)
#7,220 in Construction (9,039 peers)

Where Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits by assets

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits in the top quartile of all filed plans by assets, $40M for 495 participants (~$80,820/participant), up 5.7% in 2024.

$40M
total plan assets (2024 EOY): 495
covered participants: 81st
percentile by assets (of 123,622 plans): $80,820
avg assets per participant

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund reported participants rose from 469 in the plan year 2023 filing to 495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Construction

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund vs the 2024 asset distribution

By assets, Plumbing and Pipe Fitting Industry Local 219 Annuity Fund outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$40M
Net Income	$2M
Employer EIN	510154940
Plan Effective Date	1973-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Local 219 Annuity Fund)

Total plan assets by year, all Trustees of Local 219 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	473	$32M
2023	1	469	$38M
2024	1	495	$40M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund vs. nearby Money Purchase plans in Ohio, assets vs. participants

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

Compare Plumbing and Pipe Fitting Industry Local… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbing and Pipe Fitting Industry Local 219 Annuity Fund by total assets, not by location.

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) $40M · 177
Rowland Hall, Saint Mark's School 403(b) DC Plan (UT) $40M · 272
Paintmakers Money Accumulation Pension Plan B (WA) $40M · 286
Cambridge University Press Retirement Plan (NY) $40M · 338

Frequently Asked Questions

How did Plumbing and Pipe Fitting Industry Local 219 Annuity Fund assets move in 2024? ▼

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund grew at a solid clip - up 5.7% during 2024, from $38M to $40M. Reported net income was $2M.

How have Trustees of Local 219 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Local 219 Annuity Fund's sponsor-wide assets grew 24.0%, from $32M to $40M.

Where does Plumbing and Pipe Fitting Industry Local 219 Annuity Fund rank by assets among Form 5500 filers? ▼

Plumbing and Pipe Fitting Industry Local 219 Annuity Fund ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Plumbing and Pipe Fitting Industry Local 219 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN ($40M, 177 participants).

Next read for Plumbing and Pipe Fitting Industry Local…

Scale reading

Ways to act on Plumbing and Pipe Fitting Industry Local 219 Annuity Fund's numbers.

By total assets, Plumbing and Pipe Fitting Industry Local 219 Annuity Fund 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 Ohio. Compare plans
Trustees of Local 219 Annuity Fund's sponsor-wide assets have grown 24.0% 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 510154940.