Money Purchase · DOL Form 5500 · 2024

Plumbers & Pipefitters Lu 286 Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
3,663
Participants Above avg headcount
94th
Percentile by assets National rank
$53,810
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Pipefitters Lu 286 Money Purchase Plan · Sponsored by Plumbers & Pipefitters Lu 286 Money Purchase Plan · New Mexico · Construction

$197M in assets, 3,663 participants

Plumbers & Pipefitters Lu 286 Money Purchase Plan's Plumbers & Pipefitters Lu 286 Money Purchase Plan reported $197M in total assets and 3,663 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,414 in Construction (9,039 peers)

Coverage in New Mexico

Plumbers & Pipefitters Lu 286 Money Purchase Plan covers 3,663 participants in New Mexico, 10x the typical New Mexico plan (state average ~365 per filing). Assets: $197M.

#8,414
in Construction (9,039 peers)
+16.9%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Plumbers & Pipefitters Lu 286 Money Purchase Plan's outsized position by total assets

Plumbers & Pipefitters Lu 286 Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$197,104,795 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Plumbers & Pipefitters Lu 286 Money Purchase 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 Lu 286 Money Purchase Plan lands in the large band (3,663 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers & Pipefitters Lu 286 Money Purchase Plan end-of-year assets rose from $169M in the plan year 2023 filing to $197M in the plan year 2024 filing.
  • Plumbers & Pipefitters Lu 286 Money Purchase Plan reported participants rose from 3,203 in the plan year 2023 filing to 3,663 in the plan year 2024 filing.
  • Plumbers & Pipefitters Lu 286 Money Purchase Plan reported net income fell from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742748987 · Plumbers & Pipefitters Lu 286 Money Purchase Plan PY 2024 · Money Purchase

Plumbers & Pipefitters Lu 286 Money Purchase Plan · $197M · 3,663 · 94th

  • BOOK $197M
  • VS-ST 3,663
  • BOY 94th
  • SCH Money Purchase
  • EBSA near Plumbers and Steamfitters Local 440 Defined Contribution Plan
  • PART ind #8414

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 Mexico →

Plumbers & Pipefitters Lu 286 Money Purchase Plan in the asset neighbourhood

Equinor US Holdings Inc. Money Purchase Pension PlanEquinor US Holdings Inc. Mon…$200MPlumbers and Steamfitters Local 440 Defined Contribution PlanPlumbers and Steamfitters Lo…$198MPlumbers & Pipefitters Lu 286 Money Purchase PlanPlumbers & Pipefitters Lu 28…$197MIBEW Local Union 375 Electricians' Retirement PlanIBEW Local Union 375 Electri…$193MSouthern States Savings & Retirement Plan TrustSouthern States Savings & Re…$193M
End-of-year total assets ($M) among Plumbers & Pipefitters Lu 286 Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$197M
Net Income$29M
Employer EIN742748987
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Pipefitters Lu 286 Money Purchase Plan)

Sponsor-wide plan assets over time

All Plumbers & Pipefitters Lu 286 Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$197M 41.424628835032664% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $139M $197M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 3,155 $139M
2023 1 3,203 $169M
2024 1 3,663 $197M

Nearby Money Purchase Plans in New Mexico

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

Plumbers & Pipefitters Lu 286 Money Purchase Plan vs. nearby Money Purchase plans in New Mexico, assets vs. participants Scatter plot of 5 data points. -100001000200030004000 -50050100150200250 Total assets ($M) Participants Plumbers & Pipefitters Lu 286 Money Purchase Plan, Total assets ($M): 197.104795 · Participants: 3663Plumbers & Pipefitters Lu 286 Money Purchase PlanNm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund, Total assets ($M): 13.447617 · Participants: 190Nm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust FundSanta Fe Institute Money Purchase Plan, Total assets ($M): 5.85082 · Participants: 11Santa Fe Institute Money Purchase PlanMoney Purchase Plan Qrp Keogh, Total assets ($M): 3.076476 · Participants: 1Money Purchase Plan Qrp KeoghLa Mesa Farms Money Purchase Pension Plan and Trus, Total assets ($M): 1.993618 · Participants: 1La Mesa Farms Money Purchase Pension Plan and Trus
Plumbers & Pipefitters Lu 286 Money Purchase Plan vs. nearby Money Purchase plans in New Mexico, assets vs. participants
Compare Plumbers & Pipefitters Lu 286 Money Purchase Plan side-by-side with 3 peers →

Plumbers & Pipefitters Lu 286 Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Mexico, the nearest Money Purchase by assets is Plumbers and Steamfitters Local 440 Defined Contribution Plan in IN ($198M); by covered participants it is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX (3,828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,663 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.

Frequently Asked Questions

How did Plumbers & Pipefitters Lu 286 Money Purchase Plan assets move in 2024? ▼
Plumbers & Pipefitters Lu 286 Money Purchase Plan grew sharply - up 16.9% during 2024, from $169M to $197M. Reported net income was $29M.
How have Plumbers & Pipefitters Lu 286 Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Pipefitters Lu 286 Money Purchase Plan's sponsor-wide assets grew 41.4%, from $139M to $197M.
Where does Plumbers & Pipefitters Lu 286 Money Purchase Plan rank by assets among Form 5500 filers? ▼
Plumbers & Pipefitters Lu 286 Money Purchase Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers & Pipefitters Lu 286 Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers and Steamfitters Local 440 Defined Contribution Plan in IN ($198M, 2,945 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers & Pipefitters Lu 286 Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pipe Fitters Local Union #211 Defined Contribution Retirement Plan in TX (3,828 participants, $44M in assets).

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 742748987.

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.