Plumbers & Pipefitters Lu 286 Money Purchase Plan retirement plan: assets, participants and fees
What Plumbers & Pipefitters Lu 286 Money Purchase 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 | Vanguard Asset Managment | Schedule C ↗ |
| Independent auditor | Edwards and Leathers, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Plumbers & Pipefitters Lu 286 Money Purchase Plan: employer contribution per participant | $4,195 | |
| Peer median | $2,900 |
| Plumbers & Pipefitters Lu 286 Money Purchase Plan: average balance | $55,861 | |
| Peer median | $67,876 |
| Plumbers & Pipefitters Lu 286 Money Purchase Plan: admin expenses ÷ assets | 0.31% | |
| 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 $122M at the end of plan year 2021 to $197M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,606 | $197M | $14.8M | $4,195 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 3,696 | $168M | $12.3M | $4,221 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 3,230 | $139M | $9M | $3,517 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 3,183 | $122M | $9.6M | $3,708 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Plumbers & Pipefitters Lu 286 Money Purchase Plan match 401(k) contributions?
The match terms for the Plumbers & Pipefitters Lu 286 Money Purchase Plan have not been published from its filing yet. The plan year 2024 filing reports $14.8M in employer contributions, about $4,195 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plumbers & Pipefitters Lu 286 Money Purchase Plan 401(k) match vested?
The vesting schedule for the Plumbers & Pipefitters Lu 286 Money Purchase Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plumbers & Pipefitters Lu 286 Money Purchase Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Asset Managment. The plan administrator is Plumbers & Pipefitters Lu 286 Money Purchase Plan.
I left Plumbers & Pipefitters Lu 286 Money Purchase Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plumbers & Pipefitters Lu 286 Money Purchase Plan, (505) 265-8422) or the recordkeeper, Vanguard Asset Managment. The Plumbers & Pipefitters Lu 286 Money Purchase Plan old 401(k) page lists the contacts from every plan filing. Find an old Plumbers & Pipefitters Lu 286 Money Purchase Plan 401(k)
Data from the public Form 5500 annual reports Plumbers & Pipefitters Lu 286 Money Purchase 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 & Pipefitters Lu 286 Money Purchase Plan. Not financial advice. Report a correction · Methodology