Money Purchase · DOL Form 5500 · 2024
Plumbers and Pipefitters Local 9 Surety Fund Money Purchase Plan
Data updated 2026-08-11
- $311M
- Total assets
- 2,205
- Participants
- 96th
- Percentile by assets
- $141,194
- Avg per participant
Official DOL plan name: Plumbers & Pipefitters Local 9 Surety Plan · Sponsored by Plumbers and Pipefitters Local 9 Surety Fund · New Jersey · Construction
$311M in assets, 2,205 participants
Plumbers and Pipefitters Local 9 Surety Fund's Plumbers & Pipefitters Local 9 Surety Plan reported $311M in total assets and 2,205 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #8,613 in Construction (9,039 peers)
Coverage in New Jersey
Plumbers & Pipefitters Local 9 Surety Plan covers 2,205 participants in New Jersey, 2.6x the typical New Jersey plan (state average ~844 per filing). Assets: $311M.
- $311M
- total plan assets (2024 EOY)
- 2,205
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $141,194
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Pipefitters Local 9 Surety Plan reported net income fell from $30M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Plumbers & Pipefitters Local 9 Surety Plan end-of-year assets rose from $287M in the plan year 2023 filing to $311M in the plan year 2024 filing.
- Plumbers & Pipefitters Local 9 Surety Plan reported participants rose from 2,179 in the plan year 2023 filing to 2,205 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Plumbers & Pipefitters Local 9 Surety Plan reports 2,205 participants - 2.6x that state average ($311M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $287M |
|---|---|
| Net Assets (End of Year) | $311M |
| Net Income | $24M |
| Employer EIN | 222383293 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Pipefitters Local 9 Surety Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,957 | $257M |
| 2023 | 1 | 2,179 | $287M |
| 2024 | 1 | 2,205 | $311M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Plumbers & Pipefitters Local 9 Surety Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers & Pipefitters Local 9 Surety Plan by total assets, not by location.
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $308M · 2,787
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $315M · 6,444
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (CA) $307M · 342
- Meba Pension Trust-Money Purchase Benefit Plan (MD) $306M · 2,964
Frequently Asked Questions
How did Plumbers & Pipefitters Local 9 Surety Plan assets move in 2024? ▼
How have Plumbers and Pipefitters Local 9 Surety Fund plan assets changed over time? ▼
Where does Plumbers & Pipefitters Local 9 Surety Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Local 9 Surety Plan? ▼
Next read for Plumbers & Pipefitters Local 9 Surety Pl…
Filing takeaways
Ways to act on Plumbers & Pipefitters Local 9 Surety Plan's numbers.
- By total assets, Plumbers & Pipefitters Local 9 Surety Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Plumbers and Pipefitters Local 9 Surety Fund's sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Construction plans