Money Purchase · DOL Form 5500 · 2024
Plumbers and Pipefitters Local 9 Surety Fund Money Purchase Plan
Data updated 2026-08-25
- $311M
- Total assets Above avg plan size
- 2,205
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $141,194
- Avg per participant Near avg balance/head
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.
- #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.
- #8,613
- in Construction (9,039 peers)
- +8.3%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Plumbers & Pipefitters Local 9 Surety Plan's outsized position by total assets
Plumbers & Pipefitters Local 9 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$311,332,370 Top 4% higher than 96% 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 & Pipefitters Local 9 Surety 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 & Pipefitters Local 9 Surety Plan lands in the large band (2,205 participants).
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.
Plan-year Form 5500 strip
Filing strip 222383293 · Plumbers and Pipefitters Local 9 Surety Fund PY 2024 · Money Purchase
Plumbers & Pipefitters Local 9 Surety Plan · $311M · 2,205 · 96th
- IND $311M
- EOY 2,205
- 5500 96th
- ASSETS Money Purchase
- PCT near St. Paul Electrical Construction Workers Supplemental Pension Plan
- EIN ind #8613
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 New Jersey →
Plumbers & Pipefitters Local 9 Surety Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Local 9 Surety Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $311M 20.98493461269313% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Pipefitters Local 9 Surety Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN ($308M); by covered participants it is Bergelectric Corporation Money Purchase Pension Plan in CA (2,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($311M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,205 participants); asset peers above are excluded.
- Bergelectric Corporation Money Purchase Pension Plan (CA) 2,204 · 1 off
- NECA-IBEW Local 176 Pension Trust Fund (IL) 2,204 · 1 off
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan (OK) 2,210 · 5 off
- Teamsters Local 777 Severance and Retirement Plan (IL) 2,233 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.