Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520
EIN 23-6489357ConstructionLatest filing 2025
Plans
2
Retirement
2
$521.0M assets
Welfare
0
Participants
3,850
700 TOWER DRIVE, SUITE 300 - TROY, MI 48098248-813-9800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $521.0M assets / 3,850 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- BENEFIT PLAN ADMINISTRATORS42%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
TraditionalDB
Assets$301.4M
Participants2,138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PLUMBERS AND PIPEFITTERS LOCAL UNION 520 ANNUITY PLAN
ProfitSharing
Assets$219.5M
Participants1,712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN | TraditionalDB | $301.4M | 2,138 | 2025 | |
| 003 | PLUMBERS AND PIPEFITTERS LOCAL UNION 520 ANNUITY PLAN | ProfitSharing | $219.5M | 1,712 | 2025 |
Retirement plans