Joint Board of Trustees Plumbers & Pipefitters Local Unions retirement plan: assets, participants and fees
What Joint Board of Trustees Plumbers & Pipefitters Local Unions' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 287 pension plans in construction with 1,000 to 4,999 participants.
| Joint Board of Trustees Plumbers & Pipefitters Local Unions: employer contribution per participant | $8,762 | |
| Peer median | $5,506 |
| Joint Board of Trustees Plumbers & Pipefitters Local Unions: average balance | $137,879 | |
| Peer median | $105,184 |
| Joint Board of Trustees Plumbers & Pipefitters Local Unions: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.59% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $474M at the end of plan year 2021 to $610M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,427 | $610M | $38.8M | $8,762 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 4,309 | $552M | $38.1M | $8,840 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 3,470 | $492M | $32.4M | $9,344 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 3,373 | $474M | $28.9M | $8,554 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Joint Board of Trustees Plumbers & Pipefitters Local Unions match 401(k) contributions?
The match terms for the Plumbers & Pipefitters Local Unions 502 & 633 Pens have not been published from its filing yet. The plan year 2024 filing reports $38.8M in employer contributions, about $8,762 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Joint Board of Trustees Plumbers & Pipefitters Local Unions 401(k) match vested?
The vesting schedule for the Plumbers & Pipefitters Local Unions 502 & 633 Pens is not in the data published so far. Your Summary Plan Description states it.
Who manages the Joint Board of Trustees Plumbers & Pipefitters Local Unions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Legacy Professionals LLP. The plan administrator is Joint Board of Trustees Plumbers & Pipefitters Local Unions.
I left Joint Board of Trustees Plumbers & Pipefitters Local Unions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Joint Board of Trustees Plumbers & Pipefitters Local Unions, (248) 813-9800) or the recordkeeper, Legacy Professionals LLP. The Joint Board of Trustees Plumbers & Pipefitters Local Unions old 401(k) page lists the contacts from every plan filing. Find an old Joint Board of Trustees Plumbers & Pipefitters Local Unions 401(k)
Data from the public Form 5500 annual reports Joint Board of Trustees Plumbers & Pipefitters Local Unions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Joint Board of Trustees Plumbers & Pipefitters Local Unions. Not financial advice. Report a correction · Methodology