Money Purchase · DOL Form 5500 · 2024
Trustees of Local 219 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 495
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $80,820
- Avg per participant Below avg balance/head
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.
- #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.
- #7,220
- in Construction (9,039 peers)
- +5.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund's outsized position by total assets
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,005,897 Top 19% higher than 81% 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
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund 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. Plumbing and Pipe Fitting Industry Local 219 Annuity Fund sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 510154940 · Trustees of Local 219 Annuity Fund PY 2024 · Money Purchase
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund · $40M · 495 · 81st
- SCH $40M
- SCH 495
- SCH 81st
- SCH Money Purchase
- SCH near International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan
- SCH ind #7220
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 →
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Local 219 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 24.01778289261947% vs 2022
- 2024 filing year
| 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.
- 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
Plumbing and Pipe Fitting Industry Local 219 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN ($40M); by covered participants it is IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan in PA (494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (495 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.