Plumbers and Pipefitters Local 520 Pension Plan retirement plan: assets, participants and fees
What Plumbers and Pipefitters Local 520 Pension Plan's 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 | Benefit Plan Administrative Service | Schedule C ↗ |
| Independent auditor | Fischer Dorwart, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Plumbers and Pipefitters Local 520 Pension Plan: employer contribution per participant | $4,336 | |
| Peer median | $2,900 |
| Plumbers and Pipefitters Local 520 Pension Plan: average balance | $128,234 | |
| Peer median | $67,876 |
| Plumbers and Pipefitters Local 520 Pension Plan: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.26% |
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 $175M at the end of plan year 2021 to $220M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,712 | $220M | $7.4M | $4,336 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 1,749 | $205M | $8M | $4,573 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,755 | $179M | $7.3M | $4,178 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,759 | $175M | $7.4M | $4,211 | 0.17% | Not published | Form 5500 ↗ |
Other Plumbers and Pipefitters Local 520 Pension Plan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Plumbers and Pipefitters Local 520 Pension Plan
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.
| Independent auditor | Fischer Dorwart, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Plumbers and Pipefitters Local 520 Pension Plan match 401(k) contributions?
The match terms for the Plumbers and Pipefitters Local Union 520 Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $7.4M in employer contributions, about $4,336 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plumbers and Pipefitters Local 520 Pension Plan 401(k) match vested?
The vesting schedule for the Plumbers and Pipefitters Local Union 520 Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plumbers and Pipefitters Local 520 Pension Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plan Administrative Service. The plan administrator is Plumbers and Pipefitters Annuity Fund Local No. 520.
I left Plumbers and Pipefitters Local 520 Pension Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plumbers and Pipefitters Annuity Fund Local No. 520, (248) 813-9800) or the recordkeeper, Benefit Plan Administrative Service. The Plumbers and Pipefitters Local 520 Pension Plan old 401(k) page lists the contacts from every plan filing. Find an old Plumbers and Pipefitters Local 520 Pension Plan 401(k)
Data from the public Form 5500 annual reports Plumbers and Pipefitters Local 520 Pension Plan 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 Plumbers and Pipefitters Local 520 Pension Plan. Not financial advice. Report a correction · Methodology